03
May
Memory testing firm expects growth following first-quarter trough, expands advanced packaging capabilities amid semiconductor market recovery
03
May
ASE COO urges inclusion of global AI strategy in tariff negotiations
ASE Holdings chief operating officer Tien Wu proposed incorporating the global artificial intelligence (AI) landscape into reciprocal tariff negotiations. He stressed the importance of letting Taiwan fully utilize its semiconductor manufacturing capabilities. Wu suggested that if the US government offers appropriate policy incentives or reduces punitive tariffs, both Taiwan and the US can collaborate to achieve a mutually beneficial outcome.
03
May
Taiwan, SEA anchor US chip supply: Tariffs may do more harm than good
US President Donald Trump announced on April 14 a national security investigation into semiconductor imports. The US Commerce Department’s Bureau of Industry and Security (BIS) followed with 14 points of inquiry, focusing on foreign subsidies, supply chain dependency, and domestic production bottlenecks. BIS aims to conclude the investigation after the public comment period closes on May 7.
03
May
Primax powers ahead on AIoT tailwinds and PC rebound, but tariff turbulence persists
Primax Electronics Ltd. delivered strong first quarter 2025 results, driven by early PC order pull-ins and rising shipments of AIoT and professional acoustic products. Despite the upbeat quarter, the company warned of limited visibility in the second half due to unresolved tariff uncertainties. The growing contribution of new AIoT projects is helping strengthen its long-term growth outlook and improving margins.
03
May
US-China trade war threatens to gut global semiconductor market by 34% through 2026
The US-China trade war shows no signs of de-escalation, with recent industry analysis warning that if both sides maintain tariffs exceeding 100%, the global semiconductor market could shrink by 34% by 2026, severely impacting the sector’s growth prospects.
03
May
Macronix narrows Q1 loss, awaits Nintendo Switch 2 boost in 2H25
Macronix International, the Taiwan-based memory chip manufacturer, reduced its losses in the first quarter of 2025 as inventory issues continued to weigh on performance. Chairman Miin Wu indicated that second-quarter results are exceeding initial forecasts, while maintaining cautious optimism about full-year profitability.
03
May
Apple’s 2Q earnings in focus: trade tensions, AI lag, and China headwinds cloud outlook
Apple is set to announce its fiscal second-quarter earnings on May 1 (Pacific Time). Analysts anticipate the company will hit revenue targets, supported by stronger-than-expected iPhone sales and steady demand for MacBooks and iPads. However, rising geopolitical tensions and seasonal softness are casting a shadow over its near-term outlook.
03
May
Vingroup enters humanoid robot race with Vietnam’s first ‘Made-in-Vietnam’ model
Vingroup, Vietnam’s largest private conglomerate, has announced plans to develop the country’s first general-purpose humanoid robot. The initiative is a key pillar of the group’s 2025 technology and industrial strategy, which also encompasses its fast-growing electric vehicle (EV) and artificial intelligence (AI) operations.
03
May
Murata braces for 8-year profit nadir as smartphone, auto headwinds mount
Murata Manufacturing anticipates its profit for fiscal year 2025 (April 2025 to March 2026) to hit an eight-year low, citing stagnant demand for smartphones and automotive components, along with currency headwinds from a stronger yen.
03
May