Aplex Technology chairman Chad Lee acknowledged a slowdown in the industrial PC sector in 2024, influenced by uncertainties in US trade policies. Customers are hesitantly adopting a wait-and-see approach, prompting Aplex to adjust its product strategies. The company anticipates a gradual recovery through the launch of new projects throughout 2025.

WT Microelectronics, a Taiwan-based IC distributor, reports that the impact of US tariffs on its operations remains minimal, as most components are exempt from such duties. WT Microelectronics chairman Eric Cheng notes that while certain sectors like smartphones, PCs, and servers have experienced accelerated inventory replenishment due to tariffs, the overall semiconductor industry is unmistakably emerging from its trough in the second quarter of 2025.

Over the past decade, Samsung Electronics executive chairman Lee Jae-Yong has leveraged global mergers and acquisitions (M&A) to transform Samsung into a "technology-first" company. Rather than pursuing large-scale deals, Lee has focused on strategic acquisitions that strengthen core technologies. These efforts have laid the foundation for Samsung's competitiveness in semiconductors, automotive electronics, AI, and display sectors.

The sharp rise of the New Taiwan Dollar (NTD) has triggered widespread concern across Taiwan's financial and industrial sectors. Hua Nan Bank managing director and president Huang Chun-Chih warned that the main problem is the speed, not the fact, of the appreciation.

Taiwanese equipment maker Innostar Service is positioning itself to capture growth in artificial intelligence (AI) and high-performance computing chip testing by expanding into semiconductor packaging solutions.

With the potential return of "Trump 2.0" and a renewed wave of tariffs, speculation is growing over another shift in global supply chains. Yet for Taiwanese electronics manufacturers, most of whom endured the first Trump-era disruptions, this is no cause for alarm. Global diversification has long been part of their core strategy, not a reactionary measure. Many are instead seizing the moment to evaluate the effectiveness of their global expansion efforts to date.

To strengthen Taiwan's cybersecurity resilience, the Ministry of Digital Affairs (MODA) has unveiled the Seventh National Information and Communication Security Development Program (2025–2028). The new initiative focuses on enhancing cybersecurity through a comprehensive effort involving government, industry, and talent development, and is built around four major strategic directions.

According to CNBC-TV18, KNN Today, and Money Control, South Korean conglomerate LG Electronics will establish a large-scale manufacturing facility in Sri City, Andhra Pradesh, with an investment of over INR50 billion (approx. US$589.5 million).

Plastics mold and hinge maker Syncmold Enterprise reported consolidated revenue of NT$22.43 billion(US$0.08 billion) for the first quarter of 2025, buoyed by increased shipments of display hinges, bases, and precision mechanical components, as well as contributions from new clients.

Global trade networks are experiencing unprecedented volatility as President Trump's aggressive tariff policies reshape longstanding supply chain patterns, according to industry executives.

For the first time in six years, military tensions between India and Pakistan have escalated. Amid this, South Korean tech giants Samsung Electronics and LG Electronics, with factories in India, are closely monitoring the situation.

As the 90-day grace period for the Trump administration's reciprocal tariffs approaches, FIC Global (FICG) is intensifying its global diversification strategy. In an exclusive interview with DIGITIMES, FICG chairman Leo Chien emphasized that the company's investment decisions predate the tariff threat. FICG's long-standing commitment to establishing a US manufacturing presence remains on track, underpinned by a methodical approach to risk mitigation. With operations already spanning the US, Japan, Germany, Malaysia, Taiwan, and mainland China, FICG is strategically positioned to weather geopolitical uncertainties.

Universal Robots (UR), the global collaborative robot (cobot) leader, maintains optimism for growth despite US President Donald Trump's tariff policies, as advanced manufacturing reshoring could boost demand for automation systems to offset higher American labor costs.

Chicony Power Technology, a Taiwanese power supply provider, met its revenue targets for the first quarter of 2025, maintaining year-over-year growth despite a seasonally weak period and geopolitical uncertainties. The company faced setbacks from supply chain disruptions, particularly shortages of RTX50 series chips, which delayed shipments of high-end gaming notebook power supplies and led to a less favorable product mix. Adding to these challenges, short-term volatility in financial markets triggered losses in non-operating income, dampening overall profitability below expectations.

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, and a rapidly strengthening New Taiwan dollar. The specter of further potential to be announced by US President Donald Trump has only deepened concerns, with industry leaders warning of a string of four crises that could jeopardize both profits and Taiwan's competitive edge on the global stage.

After surging to a multi-decade high last week, the New Taiwan dollar (NT$) has reversed course, weakening 0.45% on May 6 to close at NT$30.28 against the US dollar. The currency's volatility is unsettling Taiwan's export-oriented industries, which had already been grappling with the implications of a stronger NT dollar on margins and competitiveness. The erratic moves have sparked uneasy comparisons to the 1985 Plaza Accord—raising the question: could Taiwan be headed toward its own version of that historic realignment?

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 major trading partners as authorities maintain efforts to keep the currency stable.

Taiwan's tech group Qisda reported solid year-over-year growth in both revenue and profit for the first quarter of 2025, driven by increased customer demand during a 90-day US tariff exemption period. While revenue growth is expected to continue into the second quarter, Chairman Peter Chen warned of rising uncertainties, including the pending expiration of the tariff waiver, currency volatility, and escalating geopolitical risks.

Global manufacturing solutions provider Flex reported strong financial results for the first quarter of 2025, surpassing Wall Street expectations. The company recorded a 3.7% increase from a year ago, totaling US$6.40 billion. This figure exceeded analyst forecasts of US$6.23 billion by 2.6%. The performance highlights Flex's continued resilience in a competitive industry, supported by its large scale and operational efficiencies.

Pegatron Corporation has inaugurated a new factory in Batam, Indonesia, marking a significant milestone as the world's largest 5G smart factory. This facility is notable for being Pegatron's most advanced manufacturing base in Southeast Asia, operating fully on a standalone 5G network architecture.

Lite-On Technology reported strong financial results for the first quarter of 2025, overcoming typical seasonal declines. Despite the potential impact of US tariffs, the company is poised to capitalize on surging demand for AI server components, particularly its battery backup unit (BBU) modules. Anson Chiu, president of Lite-On, reiterated the company's dedication to synchronizing its production with client roadmaps despite external uncertainties.

Inventec announced its revenue for April 2025, surpassing expectations with NT$62.1 billion (approx. US$2.05 billion), marking a 4.33% increase month-over-month and a 21.65% rise year-over-year. This performance contrasts sharply with previous Aprils, which typically saw declines compared to March. The company attributed the strong performance to pull-ins ahead of tariff deadlines.

As artificial intelligence continues to reshape the demands of data center infrastructure, Auras Technology Chairman Yu-shen Lin declared that the industry's shift from air to liquid cooling is not just inevitable—it's already underway.