Tariff shifts drive Macroblock’s auto chip surge

As geopolitical strains between the United States and China reshape global supply chains, Taiwanese LED driver IC maker Macroblock is seeing tangible benefits in the automotive sector, even as tariff headwinds persist. While exports to the US from its Chinese clients face tariff pressure, Chinese automakers pivoting toward US-linked supply chains are creating new opportunities. This shift has improved order visibility for automotive applications through the end of 2025.

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Tariff reprieve clogs ports, sends urgent cargo to the skies

The 90-day tariff grace period introduced by the US has triggered a surge in sea freight demand, overwhelming the container shipping market and prompting a potential shift of urgent orders to air cargo. EVA Air president Chia-Ming Sun said that the company anticipates increased demand for air freight in the coming months and is preparing to adjust aircraft capacity accordingly.

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