富士康计划在印度北部选地300英亩建厂
4月14日消息，据新浪财经，知情人透露，富士康计划在印度北方邦大诺伊达（Greater Noida）的亚穆纳高速公路（Yamuna Expressway）附近建设占地约300英亩的工厂，这将是其在印度北部的首家工厂。
14
Apr
14
Apr
美豁免智能手机、电脑等“对等关税”，含iPhone、Mac等
4月14消息，美国海关与边境保护局4月11日晚公布了一份长长的豁免清单，智能手机、路由器以及部分电脑和笔记本等产品将不再被纳入此前针对中国进口商品实施的125%所谓“对等关税”范围内。
13
Apr
U.S. tech tariff exemptions offer relief for Apple and TSMC clients—while China still faces higher rates
The United States Customs and Border Protection (CBP) released updated tariff guidelines on the evening of April 11, setting a uniform 10% duty on major electronic products—including notebooks, smartphones, and servers. This replaces the previously proposed country-specific reciprocal tariffs. However, China remains subject to a higher rate.
13
Apr
US announces tariff exemptions on smartphones, PCs, and servers, benefitting Apple
US Customs and Border Protection announced a series of tariff exemptions, mainly covering smartphones, PCs, servers, displays, and semiconductors. The move reflects the reality that while American brands lead the high-tech industry, they still rely on foreign components in the mid-to-upstream supply chain.
12
Apr
U.S. manufacturing revival faces uphill battle despite Trump’s tariff pressure
The Trump administration is intensifying efforts to cut national debt and encourage the return of manufacturing to American shores, aligning with the “Make America Great Again” initiative. This focus aims at key industry leaders, including Taiwan Semiconductor Manufacturing Company (TSMC) and Apple, which derives a substantial portion of its revenue from the US, as well as sectors encompassing mobile phones, PCs, servers, and automobiles.
12
Apr
IRIS Optronics sees opportunity in cholesteric liquid crystal e-paper
In response to the growing demand for sustainable technologies, the e-paper market is expanding rapidly. E Ink, a leader in electrophoretic e-paper technology, faces competition from IRIS Optronics, known for its cholesteric liquid crystal e-paper technology. Despite this, IRIS Optronics Chairman, Albert Liao, argues that e-paper is the Blue Ocean Strategy where the two companies are not competitors but rather partners, with IRIS Optronics expressing gratitude to E Ink for helping to expand the advertising display market.
12
Apr
US’s 46% reciprocal tariffs on Vietnam have clients in telecom industry halting orders
The reciprocal tariff measures implemented by US President Donald Trump officially took effect at 12:01 PM Taiwan time on April 9. Taiwanese manufacturers in Southeast Asia have become severely affected, with tax rates in Thailand, Vietnam, and Cambodia reaching as high as 37% to 49%.
12
Apr
U.S. tariff threat puts pressure on Taiwan’s export strategy and TSMC investment plans
On April 9th, US President Donald Trump threatened to impose a 100% tariff on Taiwanese products if Taiwan Semiconductor Manufacturing Company (TSMC) does not invest in building a plant in the US This move has sparked significant concerns for Taiwan, especially since its industrial products are primarily exported to the US The question now is: who else can Taiwan sell to? The challenge of diversifying markets and mitigating risks has become a critical issue for the island’s economy.
12
Apr
Yaskawa Electric grapples with tariff uncertainty amid modest recovery
Yaskawa Electric has forecast an uplift in revenue and operating profit for its fiscal year 2025, spanning from March 2025 to February 2026, propelled by a moderate recovery in the semiconductor market. Despite this positive outlook, the company’s expectations fall short of its initial targets set in its 2023 midterm business plan. Revenue projections have been reduced by JPY100 billion (approx. US$684.21 million), and anticipated operating profit has been decreased by JPY40 billion.
12
Apr
China’s RF unicorn OnMicro eyes IPO backed by Huawei, Xiaomi — revenue surges past US$280M
Beijing Onmicro Electronics Co. (OnMicro), a top Chinese fabless RF chip designer, filed for an IPO on the Shanghai STAR Market on March 28, 2025. The company seeks to raise around CNY2.067 billion (approx. US$281.4 million), becoming the second unprofitable firm cleared under the updated STAR Market listing rules. With backing from Xiaomi and Huawei, OnMicro aims to break the foreign stronghold on high-end RF front-end semiconductors.