As the Trump administration's reciprocal tariff extension is approaching the deadline on July 9, Taiwanese chipmakers remain cautious about the possible impact of the tariffs, since even if the reciprocal tariffs on Taiwan are not as high as expected, another possible tariff on Taiwan's semiconductor industry may still come, according to sources from the related upstream supply chain.

While Broadcom remains a dominant force in the AI ASIC market, Marvell Technology is working hard to catch up, much like AMD's continued pursuit of Nvidia. AMD CEO Lisa Su has long argued that the global AI market is growing fast enough to support multiple winners. Marvell appears to be banking on the same theory.

As the global race to develop next-generation semiconductor technologies accelerates, the United States and Japan are investing heavily in extreme ultraviolet (EUV) lithography equipment through public-private partnerships. In contrast, South Korea, constrained by limited budgets, is lagging in deploying cutting-edge tools, raising concerns that it may lose ground in the race for semiconductor supremacy.