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Friday 11 April 2025
Tariff impact on iPhone's production strategy
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...
Friday 11 April 2025
Trump claims US has sufficient resources to produce iPhones; experts refute
Following China's announcement of an 84% retaliatory tariff on US imports, US President Donald Trump has raised tariffs on Chinese goods to 145%, effective immediately. Analysts believe...
Friday 11 April 2025
What challenges still lie ahead for TSMC?
Since the onset of the US-China trade war and the outbreak of the pandemic, the semiconductor shortage has prompted the US, Japan, and several European countries to view semiconductors...
Friday 11 April 2025
US carmakers scramble on pricing strategy as Trump's automotive tariffs hit
A 25% US tariff on imported passenger vehicles took effect on April 3, following earlier announcements and delays that gave automakers time to adjust. With varying levels of domestic...
Thursday 10 April 2025
Trump's reciprocal tariffs unsettle global supply chains; two countries not considered for production relocation

According to sources within the notebook supply chain, meetings with brand manufacturers are intensifying as companies navigate the uncertainty...

Thursday 10 April 2025
Asia faces rising tariffs: strategic countermeasures and drive toward regional integration
Since taking office, President Trump has positioned tariffs as both a strategic tool for national security and a means to bolster the US economy. The ongoing tariffs on Asian nations...
Wednesday 9 April 2025
China's automotive industry accelerates consolidation as external pressures close in
In response to significant upheavals in both domestic and international environments, China's automotive industry is rapidly consolidating. This includes the long-rumored mergers...
Wednesday 9 April 2025
TSMC reportedly under US investigation over Huawei; Taiwan pushes back on speculation
The US Department of Commerce is reportedly investigating TSMC for letting chips enter Huawei's AI products, potentially resulting in a fine as high as US$1 billion. Taiwan's Minister...
Wednesday 9 April 2025
Vietnam seeks tariff delay, negotiates trade balance with US
Vietnam faces a 46% US tariff, prompting urgent negotiations and a 45-day delay request. The government seeks balanced trade, boosting US imports and reducing duties on key American...
Tuesday 8 April 2025
South Korean firms' decades-long US cultivation: Shield against protectionism?
On April 2, 2025, US President Donald Trump announced a new round of tariffs, imposing rates as high as 46% on products from Vietnam, 34% on those from China, 32% on Indonesia, and...
Tuesday 8 April 2025
After high-level phone talks, US prioritizes Japan for tariff negotiations
Japanese Prime Minister Shigeru Ishiba and US President Donald Trump have agreed to initiate bilateral discussions on tariff measures, following a phone conversation on April 7. Prime...
Monday 7 April 2025
With chip tariffs on the horizon, China goes solo—Is Taiwan prepared?
Just when the global supply chain thought it had a breather, US President Donald Trump's administration is stoking renewed tensions with China by threatening sweeping new tariffs...
Monday 7 April 2025
Trump's tariff policy signals shift from globalization to protectionism
Trump's April 2 tariffs are not a transitional measure but core to his second-term ideology, marking a fundamental shift from globalization to isolationism and protectionism that...
Saturday 5 April 2025
The Great Tech Reset 5: Can the US regain its edge in semiconductor manufacturing?
Media reports suggest that US shipbuilding output is merely 1/200th of China's, allowing China to expand its navy at an astonishing rate. In fact, the total number of Chinese warships...
Wednesday 2 April 2025
SEMI Country excerpt 5: Global perspective in the new digital era
During China's peak prosperity, Taiwan managed to survive under significant pressure. Now, freed from direct Chinese constraints, Taiwan continues to navigate challenges alongside...