Trump tariff spurs 3M unit monitor panel stockpiling, capacity expected to reach 3 million units

Suppliers report that China’s retaliatory tariffs on American goods will significantly impact total system costs, with monitor prices potentially increasing by 5%. The US market, being one of the largest consumers of monitors globally, faces particular challenges due to the low-margin nature of these products. The tariffs not only raise costs but also affect brand confidence in end-market sales, potentially leading major brands to adopt more conservative shipment targets for 2025.

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LinkCom sees growth potential in 1Q25 on strong networking demand

LinkCom’s magnetic components division demonstrated robust performance in January, driven by steady networking product demand and successful Wi-Fi 7 order fulfillment. Despite the seasonal slowdown during the Lunar New Year holiday, the company achieved monthly consolidated revenue of NT$51.33 million (US$1.56 million), marking a 4.08% increase month over month while maintaining levels from January 2024. The company is also accelerating its Southeast Asian supply chain development in response to recent US trade policies.

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Taiwan’s aerospace ambitions rise on defense and commercial tailwinds

Taiwan’s aerospace industry is gaining momentum as global demand for defense autonomy surges and the aviation sector rebounds. Industry sources note that defense and aerospace are two sides of the same coin: military applications fall under defense, while civilian use defines aerospace. Taiwan’s push to bolster its defense capabilities is fueling growth in both sectors.

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DeepSeek brings opportunities and challenges to Taiwan IT service providers

Taiwanese IT service providers are weighing the dual impact of DeepSeek’s entrance into the AI market. The company’s approach to democratizing AI computing power marks a shift from premium-tier services to more accessible solutions, potentially accelerating AI adoption. However, the emergence of open-source opportunities through DeepSeek will test companies’ technical expertise and human capital.

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Taiwan auto supply chain monitoring inflation, Southeast Asia amid changing tariff policies

Prior to the start of US President Donald Trump’s second term, he repeatedly indicated that he would take measures to target the energy and automotive industries with the goal of “making America great, again.” However, right after announcing new tariffs, Trump made a sharp U-turn. Under such unpredictable developments, Taiwanese auto industry players have their own take on the situation.

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Traditional industries seeking survival solutions: Is forming holding companies like WPG Holdings feasible?

While Taiwan’s semiconductor and server sectors have thrived in recent years, traditional industries have faced mounting challenges. In response, the government has proposed encouraging these industries to form industrial holding companies to achieve economies of scale. However, this initiative has met with mixed reactions from industry players and has struggled to gain widespread support.

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