18
Apr
Taiwanese passive component manufacturer Yageo reported first-quarter operating results that exceeded market expectations, driven by a gradual normalization of inventory levels among downstream distributors. This stabilization spurred restocking for select product categories, boosting revenue and profitability beyond prior forecasts.
18
Apr
China bans automakers from marketing “self-driving” features
China’s Ministry of Industry and Information Technology has instructed nearly 60 automotive manufacturers to cease using terms like “self-driving” and “smart driving” in marketing materials for Level 2 (L2) advanced driver-assistance systems (ADAS).
18
Apr
Hanmi hikes TCB equipment prices by nearly 30% for SK Hynix, ends free maintenance
Hanmi Semiconductor has reportedly informed SK Hynix of a planned price increase for its thermal compression bonding (TCB) equipment, marking the first price hike since the South Korean equipment maker began supplying the TCB product in 2017.
18
Apr
US manufacturing development vs. China’s brand growth: Is Trump 2.0 clever strategy or miscalculation?
The implementation of US President Donald Trump’s “reciprocal tariffs” was temporarily halted before it officially took effect, granting countries a 90-day negotiation buffer. As Trump aims to pressure manufacturers into investing in US manufacturing through tariffs, China continues to vigorously develop its brands.
18
Apr
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.
18
Apr
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.
18
Apr
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.
18
Apr
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.
18
Apr
Polarizer powerhouses unveil cross-sector innovations at Touch Taiwan 2025
Polarizer leaders BenQ Materials and Cheng Mei Materials Technology (CMMT) unveiled their latest material innovations at Touch Taiwan 2025, each focusing on three key application areas: semiconductors, automotive electronics, and mobile devices.
18
Apr
Beyond retaliation: How tariff escalation is reshaping global supply chains
With President Trump threatening tariffs on Chinese goods as high as 245%, China signals it will no longer play along — raising fears of lasting damage to global trade.