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.

Benefiting from advanced supply chain pull-ins amid tariff uncertainties, microcontroller unit (MCU) manufacturer Nuvoton Technology returned to profitability in the first quarter of 2025 after experiencing three straight quarters of losses. At the same time, the first-quarter gross margin increased to 41.3%, mainly due to the optimization of its product portfolio.

The European Union plans to hit about EUR100 billion (approx. US$113 billion) in US goods with additional tariffs in the event ongoing trade talks fail to yield a satisfactory result for the bloc, according to people familiar with the matter.

GlobalFoundries reported first-quarter revenue growth of 2.3% to US$1.59 billion, supported by demand in data center and IoT markets. While tariff impacts remained minimal in early 2025, management warned of potential pressures in the second half of the year amid macroeconomic uncertainty. The company forecasts a second-quarter revenue of approximately US$1.68 billion.

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.

Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to the Taiwanese printed circuit board (PCB) supply chain as it anticipates orders related to new device models expected in the second half of the year.

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.

On May 6, Advanced Micro Devices (AMD) reported robust first-quarter results for 2025 despite looming challenges from new US export controls on shipments to China and evolving AI diffusion regulations. CEO Lisa Su emphasized the company's resilience in navigating tariff uncertainties and regulatory constraints, particularly impacting its data center GPU business. With a focus on AI infrastructure growth and strategic partnerships, AMD remains optimistic about its market position and long-term opportunities in the US$500 billion AI accelerator market.

Advanced Micro Devices (AMD) announced its financial results for the first quarter, showcasing significant growth across key metrics, driven by robust demand in its data center and client segments. The company also provided its revenue forecast for the second quarter, projecting continued growth but with some challenges in gross margins.

Founded in 2012, Russian CPU developer Baikal Electronics has shipped 85,000 processors as of the end of 2024, defying international sanctions and growing technological isolation sparked by the Russia–Ukraine war. The majority of shipments were low-power Baikal-T chips, designed for embedded systems and telecom infrastructure, underscoring the company's emphasis on domestic, utilitarian computing needs.