As the US-China tariff saga intensifies, the Trump administration’s decision to delay reciprocal tariffs by 90 days offers a fleeting reprieve for the semiconductor supply chain. Despite initial expectations that tariff-related stockpiling would boost first-quarter revenues in 2025, industry sources reveal a different driver: China’s voracious appetite for GPUs, spurred by its AI supply chain, has emerged as the true engine of growth.

Silicon photonics (SiPh), hailed as a transformative technology for AI development, data centers, and 5G networks, is rapidly converging toward standardized parameters and specifications.

Chinese EV makers are navigating divergent paths in Europe as tariffs and geopolitical tensions reshape competitive dynamics. While some manufacturers accelerate market entry, others face setbacks requiring strategic pivots.

US tariff policy uncertainties have created challenges and opportunities for international manufacturers. Companies in countries with lower reciprocal tariffs enjoy a competitive edge. Sercomm, a networking equipment manufacturer, has found its production strategy advantageous amid the tariff volatility. The company, which concentrates approximately 60% of its production in the Philippines for the North American market, benefits from the Philippines’ relatively lower tariff rate of 17%, compared to the potential 46% rate for Vietnam.