A widening currency war is emerging as Asian currencies surge and the US juggles conflicting dollar policies. Washington's push for manufacturing reshoring clashes with its defense of a strong dollar. Analysts warn this tension risks undermining the greenback's global supremacy while reshaping trade and capital flows across Asia.
Taiwanese ceiling fan manufacturer Champ-ray Industrial reported strong competitive positioning despite recent tariff disruptions affecting the industry, citing higher tariff pressures on its regional rivals. The company has maintained normal order fulfillment without cancellations or shipping delays.
Taiwan-based power management IC maker GMT's chairman cites market uncertainty due to Trump administration's proposed tariff policies, with second-quarter orders remaining flat amid low visibility and customers adopting a wait-and-see approach.
A sharp appreciation of the New Taiwan dollar has reignited debate over Taiwan's next economic transformation. Paul Peng, chairman of the Taipei Computer Association (TCA), recalled how a similar currency jolt in the 1980s spurred Taiwan's pivot to high-tech and semiconductors—sectors that now anchor its global standing. He suggested that AI adoption could lead to the next wave of reinvention.
Samsung Electronics Bac Ninh factory in Vietnam has reached a milestone of producing 900 million smartphones over 17 years since production began in 2009.
China's Ministry of Foreign Affairs announced on May 7 that Vice Premier He Lifeng, the nation's top economic policymaker, will visit Switzerland from May 9 to 12. During his stay, he is scheduled to hold talks with US Secretary of the Treasury Scott Bessent. Following the visit, Vice Premier He will travel to France from May 12 to 16 to co-chair the tenth round of the China-France High-Level Economic and Financial Dialogue.
In response to the initial US-China trade war, Pegatron Corporation began expanding into Indonesia in 2019, setting up operations in Batam. Finding existing capacity inadequate, they increased their investment in 2023 by constructing a new factory, which began operations in 2025 and started mass production earlier this year. This modern facility is now a key site for Pegatron's deployment of 5G Open Radio Access Network (5G O-RAN) business applications.
Robotaxi company Pony AI will partner with ride-hailing giant Uber Technologies Inc. to launch in the Middle East this year, as the auto industry's push into autonomous driving gathers pace.
On May 6, Supermicro reported fiscal third quarter 2025 net revenue of US$4.6 billion, falling short of its initial forecast as customers paused purchases to evaluate the upcoming Blackwell GPUs. Founder, chairman, and chief executive officer Charles Liang expressed confidence that these delayed engagements will convert into orders in the June and September quarters, helping sustain long-term growth despite macroeconomic pressures and tariff-related headwinds.
According to Reuters and , On May 6, 2025, Marvell Technology announced the postponement of its planned Investor Day to calendar year 2026, citing the uncertain economic environment. The postponement reflects the company's cautious approach amid current market uncertainties.
Supermicro announced its fiscal third quarter results for the period ended March 31, 2025, reflecting challenges from customer delays in AI infrastructure deployments. The company also issued its fiscal fourth quarter forecast and revised its full-year revenue guidance downward, citing shifts in sales and tariff impacts.
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