China’s trade-in stimulus, bolstering the tech supply chain from late 2024 to early 2025, has waned by the second quarter of 2025. Despite ongoing provincial subsidies aimed at boosting consumer spending, buyers usually only invest in new electronics during upgrade waves, opting to wait for the next cycle once a wave concludes.

Taipei-headquartered networking equipment manufacturer Planet Technology is experiencing financial challenges due to recent fluctuations in the New Taiwan Dollar (US Dollar equivalent missing). The company reported that significant changes in the exchange rate against the US dollar have adversely affected its cost structure and profitability. With most of its global transactions settled in US dollars, the currency turbulence has added an extra layer of uncertainty to Planet’s financial outlook.

Apple executives have stated they are evaluating adding AI-powered search to their Safari browser, a move that caused Alphabet, Google’s parent company, to see its stock price plunge. In response, Google issued a public statement stressing that search traffic from Apple devices continues to grow.