WT Microelectronics, a Taiwan-based IC distributor, reports that the impact of US tariffs on its operations remains minimal, as most components are exempt from such duties. WT Microelectronics chairman Eric Cheng notes that while certain sectors like smartphones, PCs, and servers have experienced accelerated inventory replenishment due to tariffs, the overall semiconductor industry is unmistakably emerging from its trough in the second quarter of 2025.

On May 8, US President Donald Trump and British Prime Minister Keir Starmer jointly announced the near-finalization of a long-anticipated bilateral trade agreement between the United States and the United Kingdom.

Acer Inc. delivered solid operating results for the first quarter of 2025, but sharp foreign exchange losses undercut its profitability. The company reported NT$445 million (approx. US$14.7 million) in forex losses—equal to 42% of its operating income—according to financial results approved by the board on May 8. With the New Taiwan dollar rising rapidly in the second quarter, investors are closely watching whether currency-related losses will escalate.

TSMC, Intel, Samsung Electronics, and Advanced Micro Devices (AMD) are backing the modular semiconductor approach that breaks down system-on-chip (SoC) designs into smaller functional units as the US$107 billion to US$384 billion market takes shape.