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Tuesday 8 April 2025
AI server ODMs scramble to ship from Mexico amid USMCA and ongoing tariff uncertainties
The Trump administration's push for reciprocal tariffs has sent shockwaves through the global electronics industry. While the server market initially appeared shielded, a closer look...
Tuesday 8 April 2025
Samsung logs profit beat with boost from Galaxy smartphones
Samsung Electronics Co.'s quarterly profit beat expectations after strong demand for its Galaxy S25 smartphones and legacy DRAM outpaced slipping margins in the high-stakes AI memory...
Tuesday 8 April 2025
US tariffs force Foxconn pivot toward India, Vietnam for non-China, non-US markets
The global electronics industry is bracing for significant disruption after implementing new baseline and reciprocal tariffs announced on April 2. Experts predict that smartphones,...
Tuesday 8 April 2025
DuPont becomes next target in China's expanding antitrust investigations against US firms
As the trade friction and technology war between China and the US continue to intensify, on April 5, 2025, China announced an antitrust investigation into American chemical giant...
Monday 7 April 2025
Executive Yuan announces supply chain support plan in response to Trump tariffs
The US has issued an executive order imposing a 32% reciprocal tariff on products exported from Taiwan. On April 7, Premier Jung-Tai Cho invited legislative party groups for discussions...
Monday 7 April 2025
Cloud growth drives Foxconn's March revenue to NT$552.125B
Driven by the continued growth of AI server cloud network products, system manufacturing leader Foxconn reported a revenue of NT$552.125 billion (approx. US$16.7 billion) for March...
Monday 7 April 2025
Apple's US$500 billion investment pledge fails to secure tariff exemptions
Apple CEO Tim Cook committed to bringing manufacturing back to the US with a US$500 billion investment. Yet, this move seemingly failed to earn Apple any exemption from tariffs. On...
Monday 7 April 2025
Etron's Nicky Lu on TSMC's global playbook and Taiwan's AI-memory pivot: no bottlenecks, no backpedaling

Generative AI is redrawing the tech landscape—from cloud to edge—while geopolitical tensions push countries to rethink their...

Monday 7 April 2025
Taiwan's Ichia forecasts growth in 2025 on Nintendo supply deal, diversifying production beyond China
Ichia Technologies, a Taiwanese manufacturer of mechanical components and flexible printed circuits, projects continued growth in 2025, driven by new supply relationships with Nintendo...
Monday 7 April 2025
Trump's tariff policies force global supply chains to adapt
Supply chain operators worldwide are carefully navigating the impact of President Trump's sweeping tariff policies, which have rapidly reshaped global trade dynamics since his January...
Monday 7 April 2025
Musk breaks with Trump amid market plunge, economists scrutinize 'reciprocal tariffs' formula
In the global market turmoil, economists, analysts, and even figures from within Donald Trump's camp, including Elon Musk, have openly criticized the US president's new "reciprocal...
Monday 7 April 2025
As Trump slams Taiwan with 32% tariffs, startup group unveils five-point plan to shield SMEs
US President Donald Trump has declared a national economic emergency and implemented a policy of reciprocal tariffs. The US is imposing a baseline tariff of 10% on all countries,...
Monday 7 April 2025
Shift in Taiwanese manufacturers' investment strategy under Trump's policies
The US is the world's largest economy, and following Donald Trump's inauguration in January 2025, there have been significant changes across various policies, including trade, domestic...
Monday 7 April 2025
Supply chain forced to reinvent survival playbooks as US-China tariff war redefines industry rules
On April 3, 2025, the United States announced a 34% "reciprocal tariff" on Chinese goods. The next day, China retaliated with a 34% punitive tariff, marking the most significant escalation...
Monday 7 April 2025
Machvision eyes strategic opportunities; US reciprocal tariffs to yield limited fallout
As the US gears up to implement reciprocal tariffs, Taiwan's Machvision, a company specializing in PCB and semiconductor AOI equipment, has carefully assessed potential challenges...