The US electric vehicle market is losing momentum as policy shifts under President Donald Trump reshape incentives and supply chains. While battery electric vehicle (BEV) sales continue to grow, S&P Global Mobility forecasts a slower pace, extending the deceleration that began in 2024. Hybrid electric vehicles (HEVs) are emerging as the preferred choice for consumers concerned about charging infrastructure limitations, particularly amid economic uncertainty.

Arizona Governor Katie Hobbs’s high-profile visit to Taiwan (March 16-19, 2025) comes in the wake of TSMC chairman C.C. Wei’s recent announcement of a substantial increase in US investment to US$100 billion. This expanded commitment has intensified debates within Taiwan about technology transfer and potential industrial hollowing effects on the island’s semiconductor ecosystem. The timing of the investment expansion coincides with growing efforts by US states to attract critical segments of the semiconductor supply chain.

Panel giant Innolux Corporation is set to return to profitability in 2024 due to the sale of its factory to TSMC. Looking ahead to the first quarter of 2025, Innolux stated that China’s trade in subsidy policy will continue, and the North American tariff effects will further boost customer demand, driving shipments of TV and IT panels. Prices are expected to remain stable and may even rise.

Tencent Holdings Ltd. has reportedly ordered tens of billions of yuan worth of Nvidia H20 AI chips to support its expansion into large-scale AI applications. Caijing Magazine reports that this surge in demand has created a short-term supply crunch for H20 chips. To meet Tencent’s order, Nvidia is now reallocating resources to stabilize deliveries.