Taiwan’s Ministry of Economic Affairs (MOEA) has indicated that US President Donald Trump’s most significant tariff policies are still pending announcement. A recent MOEA survey on Taiwanese manufacturers’ export strategies revealed that only 8.9% have taken proactive measures to address potential US protectionist policies, while the majority maintain an observing stance.

Elon Musk openly questioned whether companies that joined President Donald Trump’s announcement promising hundreds of billions of dollars in artificial intelligence (AI) infrastructure could follow through on their promises, exposing an early internal rift within the White House.

The demand for silicon photonics (SiPh) is set to accelerate in 2025, with the introduction of 800G silicon products into general-purpose servers. LandMark Optoelectronics (LMOC) is optimistic about strong growth in SiPh demand in 2025, as it focuses on meeting customer needs.