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Tuesday 29 April 2025
Mature chip processes most vulnerable in Trump's tariff storm
Taiwan's semiconductor industry has temporarily escaped US President Donald Trump's sweeping tariff measures announced earlier this month, but industry insiders warn that systemic risks could still impact the sector as global trade tensions escalate.
Tuesday 29 April 2025
Apple supplier sees no tariff cost-sharing talks, expects tough 2025
Radiant Optoelectronics, a key backlight module supplier for Apple notebooks and tablets, reports that customers have remained calm about tariffs imposed under the Trump administration, with no discussions about sharing these costs. Chairman Justin Wang described client reactions as very "chill."
Tuesday 29 April 2025
Intel appoints new SMG VP and Taiwan GM
Intel has announced the appointment of Tasha Chuang as vice president of its sales and marketing group (SMG) and general manager for Intel Taiwan. She will officially assume her new role on May 1, leading the team to drive Intel's market operations and marketing efforts in Taiwan.
Tuesday 29 April 2025
Quanta chairman Barry Lam: Evolve beyond contract manufacturing or be left behind
Quanta Chairman Barry Lam announced that the company will shift toward independent research and development, moving beyond contract manufacturing. While acknowledging the risks, Lam said Quanta's strong profitability provides the foundation for this transformation. "This metamorphosis must happen," he said. "Otherwise, we will forever remain a worm, never a butterfly."
Monday 28 April 2025
IMI's global reach to cushion US tariff impact, says Ayala chair
Integrated Micro-Electronics, Inc. (IMI), Ayala Corporation's electronics arm, is poised to withstand potential US tariffs, leveraging its global footprint across Asia, Europe, and North America. Ayala chairman Jaime Augusto Zobel de Ayala emphasized IMI's strategic resilience, supported by diversified supply chains and robust regional operations, ensuring stability amid trade uncertainties.
Monday 28 April 2025
Dixon, Tata to apply for the latest PLI while HP doubles India PC manufacturing through Dixon
Dixon Technologies, an electronics manufacturing services company, plans to enter electronics component manufacturing for its own use before expanding to exports. Meanwhile, Indian outlets citing sources indicate Tata Electronics may invest INR20 billion (US$234.11 million) in component manufacturing under the government's INR230 billion (US$2.69 billion) incentive scheme, a rumor Tata Electronics declined to comment on.
Monday 28 April 2025
Taiwan's export momentum at risk of slowing; second half of 2025 will be crucial

According to the Taiwan Institute of Economic Research, since President Donald Trump took office, the US has imposed tariffs on multiple countries and a range of products, with plans to extend these tariffs to sectors like semiconductors, pharmaceuticals, and automobiles. This has heightened trade policy uncertainty and exacerbated the risks of a global economic slowdown.

Monday 28 April 2025
In-depth: Jensen Huang's China trilogy—a 30-year strategic game
In April 2024, Jensen Huang participated in a critical gathering at a five-star hotel in Beijing, which would determine whether Nvidia could continue its operations in the Chinese market. Known as the "AI godfather," the Silicon Valley legend now finds himself at a geopolitical crossroads. Looking back over the past 30 years, his story in China unfolds like a trilogy intertwining business, politics, ideals, and reality.
Monday 28 April 2025
Trade tensions take flight: Trump tariffs spark China retaliation against Boeing
Following US President Donald Trump's executive orders implementing reciprocal tariff measures, the China-US trade war has escalated rapidly. China's response now extends beyond traditional trade items to impact the civil aviation industry, showing a more forceful stance than in previous disputes.
Monday 28 April 2025
Eternal Materials leverages flexible global production to navigate supply shifts
Eternal Materials has been expanding into North America, India, and Southeast Asia, utilizing flexible supply coordination across its Taiwan, China, and Malaysia production bases to navigate global supply chain shifts and enhance growth.
Monday 28 April 2025
Southeast Asia's most advanced manufacturing base: inside Pegatron's new 5G factory in Indonesia
Pegatron Corporation has officially launched its new smart factory in Batam, Indonesia. This facility marks a key step in Pegatron's advanced manufacturing strategy and will serve as a flagship location for its 5G business.
Monday 28 April 2025
Apple aims to build most iPhones for US in India by end-2026
Apple Inc. is seeking to import most of the iPhones it sells in the US from India by the end of next year, accelerating a shift beyond China to mitigate risks related to tariffs and geopolitical tensions.
Monday 28 April 2025
India roundup: India sees tariff bonus thanks to Trump
As US President Donald Trump mounts tariffs against exporters, India's EMS players are benefiting due to the relatively lower duties on Indian goods.
Monday 28 April 2025
Powertip Image aims for 50% of global notebook lens market
Taiwanese lens maker Powertip Image, a subsidiary of STN LCD panel manufacturer Powertip Technology, aims to capture more than 50% of the global notebook lens market within three years, up from its current 30% share, according to General Manager Hsi Hsun Cheng.
Monday 28 April 2025
Advantech showcases AI-powered smart transportation solutions
Advantech highlighted its latest innovations at the 360° MOBILITY Mega Shows, demonstrating more than two decades of industry leadership. In collaboration with the Taiwan Telematics Industry Association and a wide network of ecosystem partners, Advantech presented intelligent transportation technologies and sustainable commercial fleet solutions designed to drive the next wave of digital transformation.
Monday 28 April 2025
Avnet highlights Johor-Singapore Special Economic Zone's potential to boost ASEAN economic ties and innovation
Tan Aik-Hoon, Avnet's South Asia & Korea President, highlighted the Johor-Singapore Special Economic Zone's potential to boost regional economic development through complementary resources and expertise. Success may prompt Singapore to replicate this model across ASEAN, strengthening economic ties and global supply chain roles. This strategy leverages Singapore's tech innovation and Johor's manufacturing capacity to attract investments and enhance regional competitiveness.
Friday 25 April 2025
China braces for economic shock as the US unleashes sweeping tariff hikes
The White House has unveiled a sweeping new round of punitive tariffs on imports from China, with rates reaching as high as 245%. While not all products will be subject to the highest rate, the majority face significant tariff hikes, signaling a sharp escalation in trade tensions that could severely curtail Chinese exports to the US.
Friday 25 April 2025
Apple suppliers reportedly use shell companies in Southeast Asia to bypass China's export curbs against India
Apple's efforts to reduce its reliance on China are facing pushback from Beijing, according to a report by The Information. In early 2025, Chinese authorities reportedly blocked a local Apple supplier from exporting equipment needed for the trial production of the upcoming iPhone 17 in India.
Friday 25 April 2025
Overview of main themes at Taiwan's joint mobility mega shows
As the global automotive industry continues to shift toward connected, autonomous, shared, and electric (CASE) vehicles, Taiwan's three major mobility industry trade shows—the Taipei International Automobile and Motorcycle Parts and Accessories Show (Taipei AMPA), E-Mobility Taiwan, and Autotronics Taipei—have increasingly been held as joint events, highlighting the influential roles Taiwanese companies play on the global stage.
Friday 25 April 2025
Taiwan unveils major relief package through 2027 to ease US tariff impact and power cost pressures
In response to the potential economic fallout from US President Donald Trump's high-tariff policies, Taiwan has unveiled a NT$410 billion (approx. US$12.7 billion) special relief package aimed at bolstering economic, social, and national security resilience. The program, approved by the Executive Yuan on April 24, 2025, will run through the end of 2027 and may be extended with legislative approval.
Friday 25 April 2025
Taiwan expands aid for exporters hit by US tariffs
Taiwan's government has increased an aid package to NT$93 billion (approx. US$2.86 billion) for companies hit by US tariffs while lowering the threshold for eligibility.
Friday 25 April 2025
Navigating ambiguity: industry adopts wait-and-see approach on US policies

As the US continues to recalibrate its trade policy toward China, Taiwanese technology suppliers find themselves caught in a state of strategic limbo, anxious over the potential implications of every twist and turn in US tariff decisions.

Friday 25 April 2025
NB Industry accelerates global shift despite US overtures to China
Despite recent softening in rhetoric from President Trump and the US Treasury Secretary toward China, American diplomatic overtures have done little to slow the exodus of NB brands from China. The industry's supply chain remains firmly committed to expanding manufacturing capacity in Southeast Asia and Mexico as companies hedge against future geopolitical risks.
Friday 25 April 2025
Delta Electronics sees India gains amid global tariff war, eyes local expansion
Delta Electronics expects to boost its India operations as global tariff regimes continue to shift supply chains, a senior executive told Digitimes Asia in an interview, adding that the company is preparing to bring more global customers to its local manufacturing facilities.
Friday 25 April 2025
Router maker TP-Link faces US criminal antitrust investigation
The US is conducting a criminal antitrust investigation into pricing strategies by TP-Link Systems Inc., a California-based router maker with links to China whose equipment now dominates the American market, according to people familiar with the matter.