Trump reciprocal tariff impact on semiconductor industry
The semiconductor industry temporarily escapes Trump’s reciprocal tariff impact, but systemic risks remain unavoidable.
15
Apr
15
Apr
How Taiwanese manufacturers adapt to fickle tariff regime
The Trump administration’s evolving tariff policies are causing market uncertainty. Fluctuating tariffs pose risks to economic growth and investment, fueling fears of a downturn. Despite this, industries must stay alert. Given the unpredictability of US tariff changes, businesses should continuously monitor developments and strategically plan to maintain stability.
15
Apr
AUO showcases sustainable solutions at Touch Taiwan 2025
AUO is underscoring its dedication to sustainable transformation at the 2025 Touch Taiwan exhibition. Making its fifth appearance in the “Net Zero Carbon Emission and New Energy Zone,” AUO is presenting innovations under the theme “Beyond ESG, Partnering for Green Solution.” The focus is on energy efficiency, renewable energy, and circular economy practices.
15
Apr
Auto Shanghai 2025: A telling litmus test for China-West auto decoupling
Auto Shanghai 2025, running from April 23 to May 2, is set to become a critical arena for global automakers. Chinese brands are poised to dominate the spotlight, while European manufacturers—reeling from sluggish sales in China—see the event as a crucial opportunity to reset and reengage.
15
Apr
Innolux unveils pioneering MicroLED and Mini LED technologies at Touch Taiwan 2025
Innolux is intensifying its focus on Micro LED and Mini LED technologies, showcasing advanced displays at Touch Taiwan 2025. The company presented third-generation AM Micro LED displays, featuring the first high-PPI, spliced mirror designs with 2,000 nits brightness, NTSC 114% color gamut, and high reflectivity. These innovations aim to address color and brightness issues in traditional displays, catering to smart cockpit and retail applications.
15
Apr
Ennostar unveils next-gen auto and sensing solutions with dual value engine strategy
Ennostar showcased its latest advancements in optoelectronic semiconductor technology at the 2025 Touch Taiwan exhibition, introducing a new strategic direction focused on a “dual value engine.” The company highlighted innovative applications under the theme “3+1″—covering automotive, advanced display, smart sensing, and AI optical communication—to redefine user experiences across various industries.
15
Apr
DRAM prices climb amid tariffs; Nanya Tech eyes 2Q25 recovery
Nanya Technology, a memory manufacturer, reported a net loss of NT$1.941 billion (approx. US$60 million) in the first quarter of 2025, marking an expansion compared to the previous quarter and reflecting ten consecutive quarters of losses. However, with the ongoing improvement in DRAM supply and demand conditions in the second quarter, contract prices have stopped declining and are beginning to recover. Nanya General Manager Pei-ying Li believes that gross margins are likely to turn positive.
15
Apr
Foxconn reportedly eyes greater Noida for first northern India base amid tariff uncertaintiy
Rumors from India indicate Foxconn is exploring setting up manufacturing facilities in Greater Noida, which would likely become the company’s first production base in northern India, as the global electronics manufacturing ecosystem faces uncertainties due to US tariff policies.
15
Apr
Tariffs help US chips edge out Taiwan’s IC designers? In this game, origin trumps heritage
As the US unleashes a sweeping new wave of global tariffs, speculation is swirling over whether Taiwanese IC design houses will lose ground to American rivals benefiting from tariff exemptions. However, insiders caution that the narrative of Taiwanese firms “losing orders” may not hold up under scrutiny.
15
Apr
AMD advances US chip strategy with TSMC, joining Nvidia in massive domestic shift
In a visit to Taiwan on April 15, 2025, AMD CEO Lisa Su disclosed that the company is partnering with TSMC to fabricate chips in Arizona, a development that came after a similar plan by Nvidia to produce AI infrastructure in the US with manufacturing partners, including TSMC and Foxconn.