US President Donald Trump's rapidly changing tariff policies—particularly his proposed reciprocal tariffs—have disrupted global electronics supply chains that took decades to build, hitting Apple's Southeast Asian network. However, when Trump postponed the application of reciprocal tariffs on countries outside China, it ironically placed Apple at a disadvantage against rivals like Samsung Electronics.

South Korea's top telecom carriers, KT Corp. and SK Telecom (SKT), are accelerating their AI infrastructure investments by adopting Nvidia's latest Blackwell GPUs across their GPU-as-a-Service (GPUaaS) platforms and data centers—deepening the race to lead in AI transformation (AX).

According to GSMArena, Acer is set to reassert its presence in India's smartphone market, launching three new handsets on April 15. The company has teased one of the upcoming models, which will feature a 64MP Sony sensor, along with an ultrawide lens and a macro camera—signaling a focus on photography, particularly in low-light conditions.

Taiwan's ambition to build its own low-Earth orbit (LEO) satellites for strategic autonomy is hitting roadblocks, with experts questioning the feasibility of a small-scale, isolated system. Meanwhile, Foxconn, the island's tech giant, is quietly advancing its role in the global LEO ecosystem, supplying user terminals (UTs) to major players like Eutelsat OneWeb and exploring applications from maritime to autonomous vehicles.

India is assessing Chinese telecom equipment within its networks amid US-China trade tensions, citing national security concerns. While 4G infrastructure utilizes Huawei and ZTE technology, India has restricted new contracts and 5G involvement, reflecting broader caution toward Chinese foreign investments.

US Customs and Border Protection announced a series of tariff exemptions, mainly covering smartphones, PCs, servers, displays, and semiconductors. The move reflects the reality that while American brands lead the high-tech industry, they still rely on foreign components in the mid-to-upstream supply chain.

The reciprocal tariff measures implemented by US President Donald Trump officially took effect at 12:01 PM Taiwan time on April 9. Taiwanese manufacturers in Southeast Asia have become severely affected, with tax rates in Thailand, Vietnam, and Cambodia reaching as high as 37% to 49%.

President Trump announced a 90-day delay in implementing new tariffs for over 75 countries on April 9, 2025, just hours after the equal tariffs took effect. These countries will face only a baseline 10% tariff during this period, providing temporary relief to global supply chains.

As of April 10, the latest development shows that Trump has raised tariffs on Chinese goods to 145%, maintaining a hardline stance. For Apple's iPhone, which still relies heavily on China as its primary production base, this is undoubtedly a critical blow. Beyond tariffs, Apple's recent lag in AI technology development is making the situation even worse for its future prospects.

Genius Electronic Optical (GSEO) has unveiled its operational results for March 2025, revealing consolidated revenue of NT$1.893 billion (US$0.06 billion). This represents a strong 36.21% rise from February's NT$1.389 billion. However, when compared to the same period last year, there is a slight decline of 3.44%. For the first quarter of 2025, the company's total revenue amounted to NT$5.321 billion, marking a modest 1.6% growth over the corresponding period in 2024.