US-China tariff clash escalates; hits semiconductor sector but boosts China’s domestic chipmakers

Since President Donald Trump declared April 2 as “Liberation Day” and unveiled sweeping reciprocal tariffs, the US-China trade war has sharply intensified. Trump’s changing tariff policy on China has now been up to 145%. China’s State Council Tariff Commission responded in kind: beginning April 12, all US-origin goods entering China would face the same 125% tariff.

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Taiwan’s machinery industry girds for tariff impact; warns of Chinese dumping and origin-washing

As Taiwan’s machinery industry grapples with the US’s reciprocal tariffs, it seizes the 90-day buffer period and 10% initial rate to devise countermeasures. Beyond domestic subsidies, the sector’s gravest concerns lie abroad: thwarting China’s potential dumping, curbing origin-washing schemes, and countering the strategies of rivals Japan and South Korea.

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China wields diplomacy and countermeasures as shield against US tariffs

China is navigating the complexities of ongoing trade tensions with the US by employing a dual strategy of diplomatic engagement and strategic countermeasures. President Xi Jinping has taken a proactive role in fostering international trade relations, emphasizing the detrimental effects of tariff conflicts, while simultaneously addressing the practical challenges posed by US trade policies.

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Philippine-based manufacturers gain unexpected edge amid US tariff tensions

US tariff policy uncertainties have created challenges and opportunities for international manufacturers. Companies in countries with lower reciprocal tariffs enjoy a competitive edge. Sercomm, a networking equipment manufacturer, has found its production strategy advantageous amid the tariff volatility. The company, which concentrates approximately 60% of its production in the Philippines for the North American market, benefits from the Philippines’ relatively lower tariff rate of 17%, compared to the potential 46% rate for Vietnam.

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China-made iPhones exempt from tariffs, US Commerce Secretary hints at future taxes

On the night of April 11, Eastern Time, the US Customs and Border Protection (CBP) announced the exclusion of several products from “reciprocal tariffs,” including smartphones, computers, semiconductor equipment, and IC components. According to The Financial Times, US Secretary of Commerce Howard Lutnick explained the rationale behind President Trump’s tariff exemptions in a recent statement on April 14.

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Samsung Electronics targets South Korean OLED TV market leadership

According to Inews24 and Hankyung, Samsung Electronics has announced plans to significantly expand its OLED TV product line, aiming to capture a leading share of the South Korean market by 2025. At its “Unbox & Discover 2025” event, the company revealed it will introduce 14 new OLED models, spanning 42 to 83 inches, across three series. This expansion comes three years after Samsung re-entered the OLED market.

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Taiwan advances in aerospace manufacturing with new forging capabilities

Taiwan’s aerospace industry is positioning itself to compete globally through investments in advanced manufacturing technologies, particularly in high-end processing of aviation materials. This development occurs as Taiwan’s aerospace supply chain remains unaffected by equivalent tariffs for now, though the industry is focused on long-term readiness for global supply chain shifts.

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