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Tuesday 19 August 2025
Commentary: TSMC shows no fear despite 300% tariff threat
US President Donald Trump recently announced that semiconductor tariffs could reach 300%, yet this has not triggered panic in the chip industry. Supply chain players stress that the...
Tuesday 19 August 2025
US tariff measures hit simultaneously, economic slowdown expected in 2H25
US President Donald Trump has threatened semiconductor tariffs under Section 232 that could reach between 200% and 300%, with an announcement expected in the coming days. Taiwanese...
Tuesday 19 August 2025
US tariffs prompt TEEMA to plan science parks in US and Mexico
Young Liu, chairman of Hon Hai Precision Industry (Foxconn) and leader of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), raised concerns over a 20% tariff...
Monday 18 August 2025
AMD CEO calls export controls noise, reveals counter-strategy
Recently, there has been widespread discussion about US President Donald Trump imposing "export taxes" on American AI chipmakers such as Nvidia and AMD for products exported to China...
Monday 18 August 2025
Foxconn underscores US strategy with EV and AI systems at Dallas expo

Hon Hai Technology Group, also known as Foxconn, presented a US-market version of its electric sport utility vehicle and showcased its...

Friday 15 August 2025
Commentary: Foxconn's Ohio pivot shows how AI is reshaping its global strategy
Foxconn Technology Group faced a mixed bag of challenges in the second quarter of 2025, with currency fluctuations and other external uncertainties weighing on results. Yet, the company...
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
Intel's Lip-Bu Tan hit by China-ties backlash as board clashes over foundry future
US Republican Senator Tom Cotton and President Donald Trump have demanded the immediate resignation of Intel CEO Lip-Bu Tan, alleging that his past investments were tied to several...
Thursday 14 August 2025
Japan, US to launch talks on US$550B investment projects following tariff deal
Japan and the US are moving to set up a joint forum to advance US$550 billion (around JPY80 trillion) worth of Japanese investment and loan projects in the US, following their July...
Saturday 9 August 2025
Embraer jets fly through trade turbulence to remain in American skies

Just before midnight on July 31, the White House released the long-awaited list of reciprocal tariff rates by country, potentially drawing...

Thursday 7 August 2025
Analysis: TSMC gains breathing room as US chip tariff exempts domestic production
US President Donald Trump and Apple CEO Tim Cook held a press conference to announce upcoming semiconductor tariffs and Apple's new US$100 billion investment in the US, increasing...
Thursday 7 August 2025
OSAT giants expand in US as Trump pushes for 100% tariff on chip imports
Amkor and ASE, two of the world's top semiconductor packaging and testing providers, are deepening their US presence following the return of Trump-era "Made in America" policies....
Monday 4 August 2025
Decoupling in motion: how US tariffs and AI demand are redrawing EMS map

Since Donald Trump's first term in office, US-China relations have steadily deteriorated. Coupled with the supply chain disruptions triggered...

Monday 4 August 2025
BOE faces Pentagon review over possible Chinese military ties under new US defense bill
The US Congress has added a new clause to the National Defense Authorization Act (NDAA), requiring the Pentagon to evaluate whether BOE Technology — China's top display panel...