While the US-China trade war has entered a tentative truce, tensions in the semiconductor sector are escalating, placing renewed scrutiny on Taiwan’s IC substrate manufacturers operating in China. The unfolding dynamics raise doubts about the actual effectiveness of US chip sanctions.

Mitsubishi Gas Chemical (MGC), the world’s leading supplier of BT substrate base materials, has notified clients of delayed shipments due to tightening raw material supply. The growing shortage is expected to trigger mid- to long-term disruptions in the substrate supply chain. Rising gold prices and extended lead times are already inflating costs across the NAND flash controller segment, potentially benefiting suppliers like Phison Electronics and Silicon Motion Technology through higher pricing leverage.

Kian Shen Corporation, a subsidiary of Yulon Motor Group, approved its 2024 financial statements at a recent shareholders’ meeting, with chairman Tung-Tai Hsiung and president Chiung-Chih Tseng addressing operational highlights and strategic plans for the year ahead.

US President Donald Trump has called on tech giants Apple and Samsung to move their manufacturing operations back to the US, surprising many in the global supply chain who were already shifting production toward India and Vietnam. Ongoing negotiations between Apple and the Trump administration have placed further expansion plans on hold, industry sources say.