Chunghwa Precision Test (CHPT) expects steady demand for high-performance computing (HPC) orders in the second quarter and is seeing increased momentum in automotive applications. However, mounting concerns over US reciprocal tariffs and global economic volatility have prompted the company to consider delaying its planned expansion of a third facility in Pingzhen, Taoyuan.

Apple on Thursday reported quarterly earnings that beat the market expectations, buoyed by modest growth in iPhone sales. Despite ongoing concerns over trade tensions and regional slowdowns, the company’s stronger-than-expected results have sparked cautious optimism across its supply chain, particularly among component manufacturers preparing for the upcoming iPhone refresh later this year.

In April 2025, the US dramatically escalated its trade war with China, slapping tariffs of up to 145% on select high-tech imports. While it’s still unclear whether servers are directly affected by these new tariffs, the ripple effect on global supply chains is undeniable.

As the Ukraine-Russo war reaches a stalemate in peace talks, the United States is actively promoting agreements on rare earth elements (REEs) with Ukraine. This move underscores the critical importance of these elements in global geopolitics and technological competition. This article analyzes the strategic value of Rare earth elements (REEs), the context of the China-US rivalry, and Taiwan’s strategies for addressing these challenges.