Taiwanese passive component sector navigates tariff uncertainties despite record-breaking revenue

Taiwan’s passive component industry has demonstrated strong growth in the first quarter of 2025, overcoming typical seasonal declines. Major companies in the sector, including Yageo, Walsin, and Ample Electronic Technology, reported revenue increases reaching record levels. High-end applications such as AI servers, automotive electronics, and computing devices underpin this robust growth.

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Can tariffs achieve the MAGA dream?

The past week has seen a series of twists and turns in US reciprocal tariff rates, with the latest announcement on the US Customs and Border Protection’s Cargo Systems Messaging Service (CSMS) listing exemptions for 20 HTS product categories, including notebooks, smartphones, tablets, and processors. Market watchers are paying close attention to forthcoming new tariff rates for semiconductors and pharmaceuticals, and perhaps more importantly, how the US’s trade war on China will develop.

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Foxconn chairman says Taiwan is poised to lead in AI, but trade uncertainty looms

As artificial intelligence (AI) reshapes global industry, Foxconn Chairman Young Liu believes Taiwan stands at a pivotal crossroads—uniquely positioned to lead, yet vulnerable to shifting geopolitical and trade headwinds. Speaking at the Chinese National Federation of Industries (CNFI) on April 17, Liu offered a candid assessment of both the challenges and opportunities ahead in the AI era.

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China reins in self-driving hype as regulations crack down on ‘blindfolded smart driving’

Chinese automakers have set ambitious targets to introduce Level 3 (L3) autonomous driving technology starting in 2025. Companies including GAC, Zeekr, Xpeng, and Chery have announced plans for aggressive rollouts of L3 and even Level 4 (L4) systems over the next two years. However, the primary challenge facing the industry is regulatory rather than technological. The broader adoption of these autonomous driving systems depends heavily on the establishment of detailed nationwide regulations.

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