US President Donald Trump’s tariff policies have significantly disrupted global supply chain strategies, prompting shifts across Asia’s electronics manufacturing landscape. A DIGITIMES analysis of shipment records from Taiwan’s printed circuit board (PCB) makers reveals that during the temporary suspension of tariffs and the resumption of US–China trade talks, downstream assemblers sharply increased their procurement of PCBs from Taiwanese firms’ China-based plants. The surge closely mirrored fluctuations in tariff expectations.

Sercomm Corporation, a major Taiwanese networking equipment manufacturer, expressed optimism for the second half of 2025 during its earnings briefing on July 31, 2025, citing rising demand and a ramp-up of new products. Chairman James Wang projected that monthly revenue could surpass NT$5 billion (US$166 million) in the third quarter of 2025, with the fourth quarter of 2025 poised to reach even higher levels.

Rapidtek, a Taiwanese company specializing in communications modules and antennas, announced a major milestone in the nation’s growing space sector. The company’s 3U communications CubeSat, Nightjar, developed under contract with Taiwan’s National Space Organization (TASA), has successfully established two-way communications with ground stations, marking a significant advancement in technical readiness and private-sector capability.

Ahead of the fourth edition of Semicon India, set to be held from September 2-4, 2025, in New Delhi, the Indian Government has released a press statement reaffirming its commitment to building a world-class semiconductor ecosystem. The release underscores India’s growing role in the global chip supply chain, driven by demand for AI, smart devices, and digital infrastructure.