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Friday 9 May 2025
BMW predicts US auto tariff increases will be temporary
Due to the uncertainties caused by US President Donald Trump's tariffs on cars and components, many European and American automakers have withdrawn their 2025 sales and financial...
Friday 9 May 2025
Robots poised for growth despite Trump's tariff pressure
Universal Robots (UR), the global collaborative robot (cobot) leader, maintains optimism for growth despite US President Donald Trump's tariff policies, as advanced manufacturing...
Friday 9 May 2025
Taiwan's chip industry faces string of crises, but China steps in as surprising lifeline
Taiwan's semiconductor equipment supply chain is navigating a period of unprecedented turbulence, battered by a confluence of global tariff escalations, tighter AI chip export restrictions,...
Thursday 8 May 2025
Taiwan central bank warns against currency speculation as NTD rally cools
Taiwan's central bank has denied any involvement in manipulating the exchange rate of the New Taiwan Dollar (NTD). This statement comes amid the country's ongoing trade surplus with...
Thursday 8 May 2025
TSMC supplier cost-cutting rumors denied by MIC amid tariff uncertainty
In response to the upcoming announcement of semiconductor chip tariff policies by the US government, Hsin-Ming Kao, chairperson of Marketech International (MIC), which has close ties...
Thursday 8 May 2025
Trump to rescind global chip curbs amid AI restrictions debate
The Trump administration plans to rescind Biden-era AI chip curbs as part of a broader effort to revise semiconductor trade restrictions that have drawn strong opposition from major...
Wednesday 7 May 2025
US manufacturing renaissance spurs China's strategic semiconductor expansion
China's foundry industry has seen explosive growth in mature semiconductor manufacturing over the past five years—a trend reflected in ASML's financial disclosures, where Chinese...
Tuesday 6 May 2025
Tariff sleight of hand: Auto sector calls bluff on Trump's parts 'exemption'
Just ahead of the May 3, 2025 rollout of a 25% auto parts tariff, US President Donald Trump announced a narrow exemption for select components. The move eliminated layered duties...
Tuesday 6 May 2025
Tariff tensions delay ABF substrate recovery as Unimicron shifts focus to CoWoS clients
Uncertainty surrounding US President Donald Trump's tariff policy has rattled global supply chains and triggered downward revisions in growth forecasts for consumer electronics and...
Tuesday 6 May 2025
US Pentagon's trillion-dollar budget surge puts Taiwan defense firms at crossroads
The US is charting a new course for defense spending, with President Donald Trump's administration proposing a 13% increase that would push the Pentagon's 2026 budget to an unprecedented...
Tuesday 6 May 2025
From Biden's carrots to Trump's sticks: Chinese solar giants adapt to new US playbook
The administration of US President Donald Trump has implemented exceptionally high anti-dumping tariffs on solar modules imported from Malaysia, Vietnam, Thailand, and Cambodia. Most...
Monday 5 May 2025
Texas emerges as key battleground in AI server race with US tariff push
President Donald Trump's aggressive use of tariffs has sent shockwaves through global trade and supply chains, prompting a reconfiguration of manufacturing strategies worldwide. Interpreted...
Saturday 3 May 2025
Taiwan, SEA anchor US chip supply: Tariffs may do more harm than good
US President Donald Trump announced on April 14 a national security investigation into semiconductor imports. The US Commerce Department's Bureau of Industry and Security (BIS) followed...
Friday 2 May 2025
Lessons from TSMC: Trump tariffs offer Taiwan manufacturers opportunity for AI transformation
The tariff war initiated by US President Donald Trump has been widely described by economists as a global economic crisis. However, Lee-feng Chien, the former managing director of...
Friday 2 May 2025
Trump adds small tariff exemption window as auto parts levies take effect
President Donald Trump's administration has created a limited exemption pathway for automotive tariffs set to take effect May 3, 2025, offering modest relief to the industry despite...