Samsung’s impossible choice: absorb 25% tariff hit or price out US customers

US President Donald Trump’s announced 25% tariff on smartphones manufactured outside the US has once again ruffled the feathers of markets, especially for Apple and Samsung Electronics, which will be caught in its direct crosshairs. The move, set to be enforced from late June 2025, is intended to pressure companies to shift their production to American soil, another attempt to fulfill Trump’s long-standing campaign promise.

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Yulon Motor eyes EV growth, lifestyle business momentum, and energy storage in 2025

At its shareholders’ meeting on May 27, 2025, Yulon Motor Chairwoman Yen Chen-Li-Lien announced the company posted revenue of NT$25.9 billion (US$867 million) in 2024, maintaining stable operations despite a challenging industry environment. She reaffirmed Yulon’s long-term focus on new energy vehicles (NEVs), energy storage, and lifestyle ventures to sustain future growth.

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Momo posts record 2024 revenue, eyes sustainable retail transformation amid industry pressures

At Momo’s annual shareholders’ meeting, Fubon Group chairman Daniel Tsai acknowledged that while not all expectations were met, the e-commerce platform delivered a record-breaking consolidated revenue of NT$112.56 billion (US$3.78 billion) in 2024. The result marked a 3% year-over-year increase, with Momo outperforming Taiwan’s broader online retail market despite mounting external challenges.

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TSMC’s CoWoS boom squeezes substrates, stirs NAND pricing

Mitsubishi Gas Chemical (MGC), the world’s leading supplier of BT substrate base materials, has notified clients of delayed shipments due to tightening raw material supply. The growing shortage is expected to trigger mid- to long-term disruptions in the substrate supply chain. Rising gold prices and extended lead times are already inflating costs across the NAND flash controller segment, potentially benefiting suppliers like Phison Electronics and Silicon Motion Technology through higher pricing leverage.

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Huawei’s first HarmonyOS PC with 5nm Kirin X90 chip marks China’s major leap in semiconductor self-sufficiency

Huawei recently unveiled its first HarmonyOS-powered computer, a significant milestone in the company’s technological evolution. According to a report by China’s state-run CCTV, the new PC is equipped with the cutting-edge Kirin X90 chip built on 5nm process technology, alongside Huawei’s proprietary operating system, HarmonyOS. CCTV further emphasized that “domestic semiconductor devices have, for the first time, achieved a self-sustaining, complete ecosystem in terms of performance and other facets.”

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Notebook supply chain treads carefully as Trump calls on Apple, Samsung to reshore production

US President Donald Trump has called on tech giants Apple and Samsung to move their manufacturing operations back to the US, surprising many in the global supply chain who were already shifting production toward India and Vietnam. Ongoing negotiations between Apple and the Trump administration have placed further expansion plans on hold, industry sources say.

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iPhone supply chain holds breath for Trump’s 25% tariff threats

US President Donald Trump’s latest warning of a 25% tariff on Apple’s iPhone production unless it returns to the US has rattled global supply chain operators. While the threat aligns with Trump’s longstanding protectionist stance, industry insiders say the implications—higher costs, potential production delays, and forced supply chain shifts—are too significant to ignore. Suppliers are reportedly in negotiations with Apple to determine the next steps.

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