01 Aug
Latest News and Trends

Taiwan industries to sail into Trump’s 20% tariffs storm with contingency plans deployed

Taiwanese exporters are responding with cautious pragmatism after the Trump administration announced a new 20% reciprocal tariff rate on Taiwan. The rate represents a reduction from the initially proposed 32%, but remains higher than the 15% rates assigned to Japan and South Korea. While the policy adds fresh pressure to Taiwan’s trade-heavy economy, local industries say the blow is manageable thanks to early diversification efforts and well-prepared contingency strategies.

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01 Aug
Latest News and Trends

Amazon sales top estimates on retail, advertising surge; AWS margins under pressure

Amazon reported robust financial results for its fiscal second quarter, with revenue reaching US$167.7 billion, marking a 12% increase compared to the same period last year. Operating income rose 31% to US$19.2 billion. The company cited strong performance in its retail and advertising segments, although Amazon Web Services (AWS) encountered supply chain challenges and margin pressures. These factors moderated investor response amid the ongoing expansion of artificial intelligence (AI) applications across the business.

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01 Aug
Latest News and Trends

TSMC states exchange rates are uncontrollable as Taiwan’s foundry sector faces significant pressure in 3Q25

The violent appreciation of the New Taiwan dollar (NT dollar) is gradually showing its impact. In the second quarter of 2025, the NT dollar appreciated by more than 10%, hitting export-oriented industries hardest. TSMC chairman C.C. Wei has acknowledged that currency exchange rates are beyond their control, significantly affecting TSMC’s revenue and gross margin.

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01 Aug
Latest News and Trends

Taiwan aims to replicate semiconductor success with AI

The 2025 World AI Vision Exhibition (WAVE) kicked off on July 31, 2025, in Taipei, Taiwan, organized by the Administration for Digital Industries under Taiwan’s Ministry of Digital Affairs (MODA). The exhibition, also referred to as the AI Wave Show, brought together more than 200 technology companies, highlighting solutions including generative AI, large language models (LLM), agent AI, and physical AI.

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