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Friday 15 August 2025
Tariff exemption for semiconductors and ICT products prioritized in negotiations for Taiwanese government
The US government, under Section 232 of the Trade Expansion Act, has imposed tariffs on imports such as steel and aluminum products, automobiles, auto parts, and copper products,...
Friday 15 August 2025
Apple is seen gaining tariff exemption as Samsung faces 25% levy threat, potentially reshaping global smartphone market
The US government is expected to announce its tariff policy this week on semiconductor-related products—including smartphones, laptops, and surveillance devices—sending...
Friday 15 August 2025
Commentary: China's chip equipment underdog stands up to Applied Materials as local substitution wave rises
Beijing E-Town Semiconductor Technology has sued US chipmaking equipment leader Applied Materials in a Chinese court, seeking nearly CNY100 million (approx. US$13.9 million) in damages...
Thursday 14 August 2025
Taiwanese President Lai urges youth to join defense autonomy industries, highlighting drones and robotics
Taiwan President Ching-Te Lai stressed the importance of defense autonomy during his speech at the "2025 Taiwan Venture Capital Summit" on August 12, 2025. He stated that Taiwan has...
Thursday 14 August 2025
Samsung reportedly plans US$170M in Japan packaging hub to challenge TSMC
Samsung Electronics is reportedly investing JPY25 billion (approx. US$170 million) to set up an advanced packaging research institute in Yokohama and acquire a major office tower...
Thursday 14 August 2025
Taiwan warns of higher US semiconductor tariffs under Section 232
The Trump administration has already imposed tariffs on specific imports under Section 232 of the Trade Expansion Act, citing national security concerns. These tariffs cover steel...
Tuesday 12 August 2025
Forging a new path: SuperAlloy expands beyond cars into semiconductors
SuperAlloy, a Taiwanese aluminum forging specialist best known for its high-performance automotive wheels, is accelerating its pivot toward non-automotive markets, with an ambitious...
Tuesday 12 August 2025
Samsung's potential US$50 billion US chip expansion puts pressure on TSMC
Samsung Electronics is reportedly weighing a major expansion of its semiconductor investments in the US, a move that could push total spending to US$50 billion after securing multibillion-dollar...
Tuesday 12 August 2025
Taiwan's IC packaging and testing supply chain may avoid tariffs, but US expansion remains challenging
When US President Donald Trump announced increased investment in domestic manufacturing alongside Apple CEO Tim Cook, he also declared a 100% tariff on all chips and semiconductors...
Monday 11 August 2025
Sony rides record chip profits but says US production still out of reach
Sony Group experienced a strong first quarter in fiscal year 2025, with a 2% year-on-year rise in sales. Operating profit surged by 36%, pre-tax profit increased by 24%, and net income...
Sunday 10 August 2025
Trump's 100% tariff hint stirs concerns despite South Korea's MFN status
US President Donald Trump recently announced tariffs as high as 100% on certain semiconductor products. Although South Korea holds a commitment to "most favored-nation" (MFN) treatment,...
Friday 8 August 2025
Sony raises annual forecast despite 100% tariff risk
Despite the ongoing threat of new US tariffs on semiconductors, Sony Group has raised its financial forecast for fiscal year 2025. Media outlets, including Bloomberg and...
Friday 8 August 2025
Taiwan trade negotitations holds firm amid Trump's threat of 100% chip tariffs
US President Donald Trump announced a new semiconductor tariff policy on August 6, 2025 (EST), officially declaring that tariffs under Section 232 will be imposed on chips and semiconductors...
Friday 8 August 2025
Trump's 100% semiconductor tariff risks second US chip shortage
US President Donald Trump unexpectedly announced on August 7, 2025, that semiconductors would face tariffs of around 100%. Taiwanese semiconductor firms are confused by the move,...
Thursday 7 August 2025
TSMC's exemption gamble: four critical unknowns in Trump's chip tariff war
US President Donald Trump has revived his "America First" stance, proposing a 100% tariff on imported semiconductor products. This has put global technology industries, especially...