National Taiwan University has joined forces with six of Taiwan's top tech companies to launch an AI and Electrical Engineering Alliance, seeking to secure the island's competitiveness in AI and next-generation electronics amid intensifying global demand for advanced talent.

Southeast Asia's reciprocal tariff framework has prompted major IC substrate manufacturers to pause southbound investment evaluations. Meanwhile, Taiwanese and Chinese PCB producers expanding in Thailand face production challenges that are limiting order flows to suppliers including drill bit maker Topoint Technology and prepreg manufacturer Aurona Industries.

The advent of the personal computer (PC) provided an opportunity for Taiwan's manufacturing services to further evolve.

Acter Group, a leading Taiwanese provider of integrated electromechanical systems for cleanrooms, reported consolidated revenue of NT$3.82 billion (US$130 million) for June 2025, marking a 38% year-over-year increase. Second-quarter revenue reached NT$10.91 billion, up 27% from the previous quarter and 42% year-over-year. Cumulative revenue for the first half of 2025 totaled NT$19.46 billion — a 48% surge compared to the same period in 2024, setting new records for June, the second quarter, and the first half of the year.

As of 2024, the global electronic manufacturing services (EMS) industry is valued at approximately US$700 billion, with about half originating from Taiwan. Starting in 1966 with basic black-and-white television assembly, Taiwan has transformed over six decades into a comprehensive EMS powerhouse.

Under President Donald Trump's trade policies, US tariff revenue has soared, driven by sweeping duties on steel, aluminum, autos, and goods from China. A recent spike in dutiable import values and effective tax rates underscores the growing impact of protectionism on global supply chains and domestic price pressures.

As the US-China trade war intensifies, American businesses in China become increasingly uncomfortable. IBM announced massive layoffs in China and closed its Beijing R&D center, a major indicator that American companies are withdrawing. Despite that, IBM Asia Pacific general manager Hans Dekkers recently stated in an interview with DIGITIMES that IBM's footprint in China has actually grown in both staffing and business. He firmly stated that IBM has been in China for forty years and will continue to be there for the next forty years to come.

Pegatron announced on July 10, 2025, that its June revenue reached NT$78.771 billion (US$2.7 billion), a monthly decline of 8.07% and an annual increase of 11.05%. While revenue was still impacted by seasonal factors, the drop tapered significantly compared to May's 16.71% monthly decrease and 7.97% annual decline.

Synnex Technology International Corp. posted NT$32.41 billion (approx. US$1.11 billion) in June 2025 revenue, pressured by a sharply stronger New Taiwan dollar. Second-quarter revenue declined 7.1% year-over-year to NT$93.27 billion, while first-half revenue dropped 9.86% to NT$184.67 billion.

Taiwan's machinery exporters face growing uncertainty as the US confirms 25% reciprocal tariffs for Japan and South Korea, while Taiwan's status remains unresolved. With the US as Taiwan's top machinery export market, concerns are mounting, especially amid a sharp appreciation of the Taiwan dollar that's already compressing margins.

Largan Precision outlined technical hurdles for its advanced camera lens technology while acknowledging significant exchange losses that slashed second-quarter profit by 84%.

Indian electronics makers are accelerating joint venture talks with South Korean, Japanese, and Taiwanese partners as they prepare final bids for a component manufacturing scheme. The push reflects a strategic shift away from Chinese alliances amid foreign direct investment curbs and rising geopolitical tensions.

As competition intensifies in the AI hardware boom, Jabil is emerging as a pivotal force, leveraging its global supply chain expertise and strategic partnerships to secure long-term contracts and outmaneuver rivals. Amid surging demand for advanced data center infrastructure, the company's targeted investments in US-based manufacturing, thermal management technologies, and factory automation are positioning it as a key beneficiary of this accelerating industry shift.

The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing the ITA and ITA 2 tariffs-free benefits granted under the WTO framework. Trump's tariff threat can be understood as a step to force Seoul to share the cost of stationing US troops in South Korea. But what does Trump want from Taiwan in the tariffs game? TSMC is already constructing wafer fabs and an R&D center in the US. Does Trump want AI server makers to set up assembly lines in the US, and for the Taiwan currency to sharply appreciate against the greenback?

US President Donald Trump said the country would begin levying a 50% tariff on copper imports from August 1, confirming a move that will batter producers of everything from automobiles to homes and appliances who rely on the industrial metal.

Apple Inc. is planning to introduce its first upgrade to the $3,499 Vision Pro headset as early as this year, aiming to improve the performance and comfort of a device that has been slow to catch on with consumers.

Sahasra Electronic Solutions Limited (SESL), part of the India-based Sahasra Group of Companies, has announced two strategic developments aimed at expanding its international footprint in the electronics manufacturing services (EMS) industry, including a new metering product launch and a formalized supply chain partnership in Europe.

The US's latest tariff actions have sparked concern in Taiwan, raising fears that its export-driven tech sector could soon face steep import duties. Although Taiwan was not named in recent rounds, the proposed 32% tariffs remain on the table, threatening key industries like AI servers, networking gear, and semiconductors.

US President Donald Trump unveiled a new round of tariff demand letters on Wednesday, including a 50% rate on Brazil, one of the highest so far announced for the levies which are set to hit in August.

India-based EMS provider Kaynes Technology is expected to open a new manufacturing unit in Kerala. The company will receive land in Perumbavoor Industrial Park, developed by KINFRA, following approval from State Industries Minister P. Rajeeve after a site visit and discussions.

US President Donald Trump has confirmed reciprocal tariffs on imports from 14 countries, maintaining Thailand's rate at 36%, effective August 1, 2025. Thailand's Finance Minister Pichai Chunhavajira remains hopeful that negotiations will lead to a reduction before the tariff comes into force.

Sysgration posted NT$282 million (approx. US$9.7 million) in consolidated revenue for June 2025, marking year-over-year and month-over-month improvements of 12.83% and 5.65% respectively, as new products and clients begin contributing to revenue. For the second quarter of 2025, revenue grew by 9.50% year-over-year to NT$833 million (approx. US$28.6 million), while for the first half of the year, total revenue reached NT$1.706 billion (approx. US$58.6 million), increasing by 3.32% year-over-year even amid exchange rate fluctuations and other adverse external factors.

Taiwanese lens maker Genius Electronic Optical (GSEO) announced its latest financial report on July 8 and expects revenue in the third quarter will grow compared with the second quarter, as it moves into the peak season in July.