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    NEWS TAGGED TARIFFS
    Friday 15 August 2025
    Tariff exemption for semiconductors and ICT products prioritized in negotiations for Taiwanese government
    The US government, under Section 232 of the Trade Expansion Act, has imposed tariffs on imports such as steel and aluminum products, automobiles, auto parts, and copper products,...
    Friday 15 August 2025
    Apple is seen gaining tariff exemption as Samsung faces 25% levy threat, potentially reshaping global smartphone market
    The US government is expected to announce its tariff policy this week on semiconductor-related products—including smartphones, laptops, and surveillance devices—sending...
    Wednesday 13 August 2025
    Tariff cut eases tensions for Korean auto exports, but risks remain
    In a significant outcome of the ongoing US-South Korea trade deal, tariffs on automobiles and auto parts have been reduced from 25% to 15% as of April 2025. The two nations also agreed...
    Tuesday 12 August 2025
    Could US chip export tariffs be new tool against China?
    US President Donald Trump confirmed that Nvidia and AMD will pay 15% of their AI chip sales revenue in China to the US government under a rare deal tied to export licenses. This move...
    Monday 11 August 2025
    Formosa Plastics optimistic about market rebound despite capacity dip in 3Q25
    Formosa Plastics released its outlook for the third quarter of 2025 on August 7. Despite a slight reduction in production capacity due to scheduled maintenance, the company remains...
    Sunday 10 August 2025
    Trump's 100% tariff hint stirs concerns despite South Korea's MFN status
    US President Donald Trump recently announced tariffs as high as 100% on certain semiconductor products. Although South Korea holds a commitment to "most favored-nation" (MFN) treatment,...
    Saturday 9 August 2025
    Embraer jets fly through trade turbulence to remain in American skies

    Just before midnight on July 31, the White House released the long-awaited list of reciprocal tariff rates by country, potentially drawing...

    Saturday 9 August 2025
    Dynamic's Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026
    Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale...
    Friday 8 August 2025
    SMIC flags limited visibility for 4Q25 amid high demand, expects limited tariff impact thanks to clients' preparedness
    SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company...
    Friday 8 August 2025
    Investment exemption in the US becomes lifeline as Trump pushes Taiwanese firms to accelerate expansion
    Prior to the expected Section 232 investigation results, US President Donald Trump proposed a 100% tariff on chips and an investment exemption for firms relocating to the US, sparking...
    Friday 8 August 2025
    Imported chips to face 100% tariff under Trump plan; Apple, Nvidia to be exempt

    President Donald Trump, in a sweeping move with significant implications for the global tech industry, announced on Tuesday a 100% tariff...

    Thursday 7 August 2025
    LGES secures major LFP battery contract, challenging China's dominance
    Amid US sanctions on China, South Korean battery production has attracted significant attention. With LG Energy Solution (LGES) recently securing a large contract for lithium iron...
    Thursday 7 August 2025
    Analysis: TSMC gains breathing room as US chip tariff exempts domestic production
    US President Donald Trump and Apple CEO Tim Cook held a press conference to announce upcoming semiconductor tariffs and Apple's new US$100 billion investment in the US, increasing...
    Thursday 7 August 2025
    OSAT giants expand in US as Trump pushes for 100% tariff on chip imports
    Amkor and ASE, two of the world's top semiconductor packaging and testing providers, are deepening their US presence following the return of Trump-era "Made in America" policies....
    Monday 4 August 2025
    Trump locks in tariffs as allies scramble for relief, China talks stall at 'halfway'

    US Trade Representative Jamieson Greer stated that President Donald Trump's newly introduced "reciprocal tariffs" are effectively locked...

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    Wednesday 13 August 2025
    Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES