Taiwan’s automotive sector positioned for strategic growth amid Trump’s 25% vehicle tariffs

US President Donald Trump is set to impose a 25% tariff on all imported cars starting on April 3, with additional tariffs on select auto parts, such as engines, transmissions, power systems, and electrical components, scheduled to take effect on May 3. In response, Canada and the European Union have threatened retaliatory measures, causing global jitters in the automotive sector.

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SiCarrier bets on DUV for 5nm chips as SMIC’s yield stalls at one-third of TSMC’s

As US export controls tighten on advanced semiconductor technologies, Shenzhen-based SiCarrier unveiled new 5nm-capable fabrication tools at SEMICON China 2025. The company claims its proprietary deep ultraviolet (DUV) and non-optical process equipment can manufacture 5nm chips without relying on ASML’s extreme ultraviolet (EUV) lithography systems.

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Taiwan’s economic outlook shows positive momentum in February 2025

On March 27, the National Development Council (NDC) of Taiwan released its economic outlook for February 2025, revealing a positive momentum in the country’s economic activities, fueled by global investments in technology sectors. The report highlighted a substantial increase in capex by global tech giants in artificial intelligence (AI) and data centers, while Taiwan’s strategic position in the semiconductor supply chain continues to bolster its export capabilities.

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SK Hynix to finalize 2026 HBM production target by mid-2025 amid rising AI demand

SK Hynix announced during its 77th shareholders’ meeting that it will determine product volume for its high bandwidth memory (HBM) lineup in the first half of 2025. CEO Noh-Jung Kwak stated that customer negotiations for 2026 HBM product allocations will conclude by mid-2025 to enhance sales stability, according to South Korean media reports, including JoongAng Ilbo and Hangkyung.

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