The Trump Administration's April 3 tariff proposal jolted Taiwan's export sector, only to be paused by a last-minute 90-day delay before its April 9 rollout. The abrupt shift left Taiwanese manufacturers scrambling for clarity.
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).
Vietnam, historically a significant beneficiary of the "China +1" strategy, finds itself between pressure from the US and political ties with China. It was the first to engage in reciprocal tariff talks with the US, but was also featured in Chinese President Xi Jinping's recent diplomatic visit. The US's planned 46% reciprocal tariff on Vietnamese exports, paused for 90 days by President Donald Trump, raises questions about Vietnam's role as a tech manufacturing hub, as noted by Rest of World.
As US President Donald Trump renews his tariff push to bring manufacturing back to the U.S., Nvidia has emerged as the latest tech giant to align with this vision—announcing a sweeping plan to produce up to US$500 billion worth of AI infrastructure in the U.S. over the next four years.
According to Nikkei, Japanese electronic components manufacturer Meiko announced a JPY50 billion (US$348.82 million) investment to establish a new factory in Hoa Binh, northern Vietnam. The facility is slated to begin mass production of advanced electronic substrates for Apple's iPhone by the fiscal year 2026 (April 2026 to March 2027).
US President Donald Trump's unpredictable approach to trade policies has caused unease in global markets, prompting governments and corporations to tread cautiously. Without sufficient leverage to confront Washington directly, they are discreetly considering alternative strategies to lessen any potential negative impact.
As trade frictions between China and the US escalate, with the US threatening to raise tariffs once again, the State Council of China held a press conference on April 14, 2025. The General Administration of Customs released data for the first quarter of 2025 regarding imports and exports.
Silicon photonics (SiPh), hailed as a transformative technology for AI development, data centers, and 5G networks, is rapidly converging toward standardized parameters and specifications.
As Taiwan's machinery industry grapples with the US's reciprocal tariffs, it seizes the 90-day buffer period and 10% initial rate to devise countermeasures. Beyond domestic subsidies, the sector's gravest concerns lie abroad: thwarting China's potential dumping, curbing origin-washing schemes, and countering the strategies of rivals Japan and South Korea.
China is navigating the complexities of ongoing trade tensions with the US by employing a dual strategy of diplomatic engagement and strategic countermeasures. President Xi Jinping has taken a proactive role in fostering international trade relations, emphasizing the detrimental effects of tariff conflicts, while simultaneously addressing the practical challenges posed by US trade policies.
The rapid evolution of smart sensing technology is leading to a comprehensive penetration of biosensing applications in the fields of smart wearables, medical monitoring, and personal health management. Ennostar has announced that its full-band sensing chips, which include both transmission and reception capabilities, along with packaging and module solutions, have gained favor from multiple international brands for use in these areas. The company plans to further expand into automation robotics applications based on its sensing technology, thereby broadening its market presence.
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