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Friday 7 March 2025
How China views TSMC's US investment
TSMC's recent announcement of an additional US$100 billion investment in US manufacturing has sparked sharp criticism from Beijing. Chinese media and government officials frame the...
Friday 7 March 2025
Trump 2.0 unleashes tariff tactics: bold moves, hidden agendas, and the new world order
As US President Donald Trump marks the first month of his second term in office, the reforms and fiscal austerity measures of Trump 2.0 have exceeded expectations compared to his...
Thursday 6 March 2025
Taiwan wafer foundry industry, 1Q 2025

Introduction

Thursday 6 March 2025
Tariff war has prompted swift migration of E-paper supply chain out of China
Since President Donald Trump took office, his tariff policies have undergone significant fluctuations, with the latest adjustment raising the tariff on Chinese imports to 20%. The...
Thursday 6 March 2025
Chinese lithium battery makers face challenges from Trump's tariffs
It is becoming increasingly difficult for Chinese lithium battery manufacturers to navigate the constant changes to US tariff policy made by US President Donald Trump. These policy...
Thursday 6 March 2025
US tightens screws ahead of China's Two Sessions; can Beijing's tech pioneers break the siege?
The US has imposed a 10% tariff on Chinese imports just ahead of China's annual Two Sessions meetings, heightening economic and geopolitical tensions. The move underscores Washington's...
Thursday 6 March 2025
Edison Opto expedites localization strategy in Europe amid tariff concerns
In response to recent tariffs and geopolitical risks, Edison Opto's board approved the establishment of a subsidiary in Europe in December 2024. The company believes that tariff concerns...
Wednesday 5 March 2025
Trump calls for termination of CHIPS Act at first address to Congress
On March 5, US President Donald Trump delivered his first address to a joint session of Congress since taking office. He opened by stating that despite facing economic headwinds,...
Wednesday 5 March 2025
China hits back Trump's tariffs with new duties, blacklists 15 US firms
China has escalated its trade dispute with the US, imposing up to 15% tariffs on select American agricultural imports in response to the Trump administration's latest tariff hikes...
Wednesday 5 March 2025
Trump's policies could be biggest wild card to PCB industry
Despite the first quarter of 2025 being a traditionally slow season for consumer markets and the overall PCB order momentum weakening, the demand for AI servers and low-earth orbit...
Wednesday 5 March 2025
Trump tariffs spark supply chain shift: PC brands eye southeast Asia, servers move to Texas
The Trump administration is escalating trade tensions, slapping a 25% tariff on Canada and Mexico while increasing China's tariffs by 10%. The move is accelerating supply chain migration,...
Wednesday 5 March 2025
Taiwan chipmakers brace for impact of Trump tariffs
The tariff sword wielded by US President Donald Trump has officially fallen. Although downstream assembly plants and brand manufacturers have generally prepared to diversify their...
Wednesday 5 March 2025
Memory prices rise amid tariff concerns, potentially benefiting Taiwanese manufacturers
The memory industry observes that advance stockpiling in response to tariffs began before the Lunar New Year. Under the pressure of future tariff increases, Chinese memory module...
Wednesday 5 March 2025
Mexico considers heavy tariffs on Chinese auto imports as US trade pressure mounts
Mexico is contemplating tariffs on Chinese imports to mitigate US trade pressures. Such tariff changes could significantly impact the Chinese automotive industry in Mexico.
Tuesday 4 March 2025
Trump's tariffs hit: Tech supply chains brace for cross-border chaos
US President Donald Trump's new 25% tariffs on imports from Mexico and Canada, along with a doubling of duties on Chinese goods to 20%, took effect on Tuesday, sparking fresh trade...