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Wednesday 5 February 2025
TV panel prices on the rise as supply tightens, demand surges
Since mid-2024, China's trade-in subsidy program has revived the TV market, with plans for expansion through 2025. Meanwhile, US President Donald Trump's volatile tariff policies...
Wednesday 5 February 2025
IT panel prices expected to rise due to US tariff disruptions
The combination of US tariff policies and rising LCD TV panel prices has driven increased demand for monitor panels, including from second-tier buyers. This heightened procurement...
Wednesday 5 February 2025
Server ODM clients prep production shifts amid policy uncertainty
While US President Donald Trump's recent suspension of tariffs on Canada and Mexico aligns with his characteristic unpredictability, it has heightened concerns about future trade...
Wednesday 5 February 2025
Supply chain players pivot to flexible production amid tariff uncertainty
US President Donald Trump has delayed imposing tariffs on imports from Mexico for 30 days, after a phone call with Mexican President Claudia Sheinbaum.
Wednesday 5 February 2025
Major IC distributors brace for potential tariffs as Trump revives trade war tactics
Tariffs initiated by US President Donald Trump may soon extend to Taiwan, potentially driving up costs, triggering supply chain shifts, and reshaping market dynamics, according to...
Tuesday 4 February 2025
China imposes tariffs on US goods, launches antitrust probe into Google
On February 1, 2025, the US government imposed a 10% tariff on all Chinese exports, citing fentanyl-related concerns. The new tariffs will take effect on February 4, escalating trade...
Tuesday 4 February 2025
US tariff chaos undermines North American auto sector, risks investment shift
US President Donald Trump and Canadian Prime Minister Justin Trudeau have agreed to temporarily delay the implementation of a 25% tariff on automobiles, originally set for January...
Tuesday 4 February 2025
Trump tariffs induce volatility in precious metal prices, potentially hurting packaging houses
US President Donald Trump's new policies have reignited the global trade war, leading to significant fluctuations in international precious metal prices, with gold reaching an all-time...
Tuesday 4 February 2025
If Taiwan can't offset Trump's policies, trade and investment may slow
Amid US President Donald Trump's new wave of protectionist policies, Taiwan must reexamine how to deepen its mutually beneficial trade partnership with the US.
Tuesday 4 February 2025
Taiwan firms brace for Trump tariffs
US President Donald Trump's latest tariff strategy comes as a major blow to manufacturers who have already invested in acquiring land for factory construction in Mexico. Given that...
Tuesday 4 February 2025
TSMC on track to expand 2nm, advanced packaging fab capacities
Despite the US's new tariff policy and other macroeconomic circumstances, TSMC is on track to boost its 2nm and advanced packaging fab capabilities in 2025, according to industry...
Tuesday 4 February 2025
Risks of global economic downturn rise as industries face turbulence after Lunar New Year
Following the end of the Lunar New Year holidays in 2025, the Taiwan stock market opened with a sharp decline. Experts believe this is due to the unexpected introduction of China's...
Tuesday 4 February 2025
Trump tariff roils auto lighting supply chain, US shift proves unviable
Recently, US President Donald Trump revealed a 25% tariff on imports from Mexico and Canada, posing a significant threat to the automotive industry. With six of the world's top ten...
Monday 3 February 2025
Trump's tariff gamble puts North America's auto industry on edge
The Biden administration is set to impose a 25% tariff on imported goods from Canada and Mexico, with the automotive sector taking the hardest hit.
Monday 3 February 2025
Trump 2.0 prospects: tariffs spark potential three-way supply chain realignment
President Trump's administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since...