CATL, China's dominant battery manufacturer, reported first quarter 2025 revenue of CNY84.7 billion (US$11.7 billion) with net profit reaching CNY14 billion, up 33% year-over-year. During its earnings call, the company minimized concerns about recently imposed US tariffs, citing limited exposure to the American market.
AUO is underscoring its dedication to sustainable transformation at the 2025 Touch Taiwan exhibition. Making its fifth appearance in the "Net Zero Carbon Emission and New Energy Zone," AUO is presenting innovations under the theme "Beyond ESG, Partnering for Green Solution." The focus is on energy efficiency, renewable energy, and circular economy practices.
Taiwan-based construction company San-Ti Group has achieved significant results for its diversification into the local energy market, with its subsidiaries, North-Star International and Santi Renewable Energy, benefiting from the rising popularity of vehicle electrification. As Taiwan increases investments in the AI and semiconductor sectors, the San-Ti Group is optimistic about industrial electricity demand.
In contrast to tariffs specifically aimed at sectors such as the automotive and semiconductor industries, US President Donald Trump's "reciprocal tariff" approach has instigated a broad and sweeping impact across global markets. Taiwanese manufacturers, who traditionally maintained limited engagement with the US market, have unexpectedly been caught in the crossfire. This policy has significantly affected Taiwan, jeopardizing its established solar industry, ongoing challenges, and future opportunities.
E-Formula Technologies is actively growing its presence overseas with governmental and private sector partnerships in the Philippines and Japan, providing integrated smart energy services as part of the global trend toward net-zero emissions. According to company chairman Peter Chang, the only path to a truly economically valuable energy solution is by integrating energy saving, generation, and storage services.
As the US-China trade war intensifies, China has announced export controls on rare earths, a critical raw material for semiconductor manufacturing. This move has raised concerns in South Korea, where major semiconductor players, including Samsung Electronics and SK Hynix, are heavily reliant on rare earth imports from China. In response, South Korean companies are already working on strategies to mitigate the long-term impact of this escalating situation.
Japan's Nikkei 225 plummeted more than 1,700 points, or over 5%, on April 9 as the latest set of US tariffs, including a massive 104% levy on Chinese imports, took effect. Rising trade tensions between the US and China have created uncertainty for businesses operating within China, including Apple. The tech giant's iPhone production is significantly dependent on Chinese manufacturing, which could be impacted by the ongoing economic dispute.
While the aggressive US tariff policy is heaping heavy pressure on Taiwan's industrial operations and strategic planning, Edwin Liu, president of the Industrial Technology Research Institute (ITRI), emphasized that Taiwan must turn this crisis into an opportunity for transformation. He urged Taiwanese industries to avoid destructive price wars in saturated markets and instead target niche or "blue ocean" opportunities, leveraging the island's technological strengths to stay ahead.
Once hailed as a cornerstone for achieving net-zero goals, hydrogen development is losing steam globally amid soaring construction costs and geopolitical headwinds. Many countries are now pivoting to more immediate, cost-effective technologies.
In a strategic move amidst rising global trade tensions, the US has inaugurated its first lithium iron phosphate (LFP) battery pilot production line. This groundbreaking facility, a collaborative effort between Taiwan's Aleees and Israel's ICL Group, marks a significant step towards establishing domestic leadership in lithium battery materials.
Taiwan Cement's (TCC) European subsidiary, Atlante, which focuses on energy storage and electric vehicle (EV) fast-charging services, has announced the establishment of Spark Alliance in collaboration with three leading charging service providers: France's Electra, the Netherlands' Fastned, and Germany's Ionity. This new alliance is currently the largest and most comprehensive EV charging station coalition in Europe.
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