Taiwan Semiconductor Manufacturing Company (TSMC) strengthens its dominance in advanced semiconductor manufacturing as Apple begins mass production of the M5 chip for MacBook and iPad models. The new chip leverages AI-driven manufacturing enhancements for improved performance.
Samsung Electronics Device eXperience (DX) division is implementing significant changes to its overseas leadership to strengthen global competitiveness. Most notably, former Taiwan General Manager Dustin Lee has taken over the position for the China region. As Samsung faces challenges in the fiercely competitive Chinese market, industry observers are watching closely to see if his management experience can lead to breakthroughs.
Suppliers report that China’s retaliatory tariffs on American goods will significantly impact total system costs, with monitor prices potentially increasing by 5%. The US market, being one of the largest consumers of monitors globally, faces particular challenges due to the low-margin nature of these products. The tariffs not only raise costs but also affect brand confidence in end-market sales, potentially leading major brands to adopt more conservative shipment targets for 2025.
LinkCom’s magnetic components division demonstrated robust performance in January, driven by steady networking product demand and successful Wi-Fi 7 order fulfillment. Despite the seasonal slowdown during the Lunar New Year holiday, the company achieved monthly consolidated revenue of NT$51.33 million (US$1.56 million), marking a 4.08% increase month over month while maintaining levels from January 2024. The company is also accelerating its Southeast Asian supply chain development in response to recent US trade policies.
Changing US tariff policies have unsettled the global industry, but Teco chairman Morris Li is confident that the company’s global presence ensures it is well-prepared to respond. With production bases in Taiwan, Vietnam, the US, Mexico, and China, Teco believes it can adapt to the final tariff outcomes.
Taiwan’s aerospace industry is gaining momentum as global demand for defense autonomy surges and the aviation sector rebounds. Industry sources note that defense and aerospace are two sides of the same coin: military applications fall under defense, while civilian use defines aerospace. Taiwan’s push to bolster its defense capabilities is fueling growth in both sectors.
Sanyang Motor (SYM) has maintained its market leadership in Taiwan’s motorcycle sector, while electric scooter sales face significant challenges at the start of 2025. The overall motorcycle market reached 43,000 units in January 2025, declining 6.23% compared to the same period last year.
Taiwanese IT service providers are weighing the dual impact of DeepSeek’s entrance into the AI market. The company’s approach to democratizing AI computing power marks a shift from premium-tier services to more accessible solutions, potentially accelerating AI adoption. However, the emergence of open-source opportunities through DeepSeek will test companies’ technical expertise and human capital.
Prior to the start of US President Donald Trump’s second term, he repeatedly indicated that he would take measures to target the energy and automotive industries with the goal of “making America great, again.” However, right after announcing new tariffs, Trump made a sharp U-turn. Under such unpredictable developments, Taiwanese auto industry players have their own take on the situation.