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Friday 18 April 2025
Trump reciprocal tariff impact on auto industry

Introduction

Friday 18 April 2025
Yageo posts strong Q1 results, eyes growth in AI and EV sectors
Taiwanese passive component manufacturer Yageo reported first-quarter operating results that exceeded market expectations, driven by a gradual normalization of inventory levels among...
Friday 18 April 2025
Taiwanese passive component sector navigates tariff uncertainties despite record-breaking revenue
Taiwan's passive component industry has demonstrated strong growth in the first quarter of 2025, overcoming typical seasonal declines. Major companies in the sector, including Yageo,...
Friday 18 April 2025
Fan manufacturer YS Tech sees limited impact from US tariff war
Despite the tariff war US President Donald Trump is waging on the world, Taiwanese cooling fan manufacturer Yen Sun Technology (YS Tech) is among the few companies saying the impact...
Friday 18 April 2025
7 key things TSMC CEO CC Wei revealed about AI, US expansion, and tariff risks
TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The...
Friday 18 April 2025
Taiwan's display makers reject US production shift
As US President Donald Trump escalates tariff tensions, Taiwan's top two display makers—AUO and Innolux—are drawing a line: relocating production to the US is not an op...
Friday 18 April 2025
C Sun poised to join US semiconductor expansion wave
C Sun Manufacturing is showcasing its advanced semiconductor, PCB, and panel-level packaging (PLP) equipment at Touch Taiwan 2025, emphasizing continued growth despite mounting concerns...
Thursday 17 April 2025
TSMC denies Intel tie-up, announces CoWoS capacity doubling for 2025 AI boom
Despite weaker smartphone sales and mounting geopolitical risks, TSMC remains unfazed. Chairman and CEO C.C. Wei reaffirmed the chipmaker's strong 2025 outlook during its latest earnings...
Thursday 17 April 2025
TSMC meets expectations in 1Q25 with a 35.3% YoY increase
Benefiting from the continued high demand for 5/4/3nm processes and strong customer orders, TSMC reported that despite being affected by an earthquake in January, its first-quarter...
Thursday 17 April 2025
Southern Taiwan Science Park sees strong January-February revenue, aims to break NT$3 trillion in 2025
Benefiting from the 3nm process, the Southern Taiwan Science Park (STSP) saw its revenue reach a record-breaking NT$2.21 trillion (approx. US$68.23 billion) in 2024, surpassing the...
Wednesday 16 April 2025
ASML delivers 46% YoY revenue growth in 1Q, flags margin pressure ahead
ASML, the global leader in semiconductor lithography systems, posted a strong year-over-year revenue gain for the first quarter of 2025, alongside its highest gross margin in over...
Wednesday 16 April 2025
CATL posts 33% profit growth, downplays US tariff impact
CATL, China's dominant battery manufacturer, reported first quarter 2025 revenue of CNY84.7 billion (US$11.7 billion) with net profit reaching CNY14 billion, up 33% year-over-year...
Tuesday 15 April 2025
AI redefines display industry applications as AUO pushes for growth in new vertical markets

AI is rapidly redefining the application scenarios within the display industry. Leveraging the resources of its parent group, AUO Corporation...

Tuesday 15 April 2025
Tariff storm brews over PCB trade as Foxconn subsidiary delivers record 1Q
Taiwan's PCB industry delivered unexpectedly strong first-quarter results in 2025, defying seasonal norms. However, growing uncertainty over US President Donald Trump's shifting tariff...
Tuesday 15 April 2025
Taiwan IC packaging firms report strong 1Q25, but US tariff uncertainty casts shadow
Amid US-China trade tensions and the potential for new US semiconductor tariffs under President Donald Trump, Taiwan's IC packaging and testing industry is showing strong first-quarter...