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.

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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.

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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.

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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.

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Samsung QN70F specifications and prices for Europe and the U.S.

The Samsung QN70F series of 4K Neo QLED TVs is currently the entry-level one for 2025. It shares a lot in common with the QN80F series, but some of its features are downgraded. For starters, it boasts Quantum Matrix Slim technology instead of the standard Quantum Matrix one. At the same time, the Neo Quantum HDR support remains. The audio department is also downgraded to a 20W, 2.0CH system with…

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