US President Donald Trump has unleashed a new wave of tariffs that’s sending shockwaves through global supply chains. As a result, Taiwanese businesses have been caught squarely in the crossfire as they navigate increasingly complex US- Sino trade relationships. The new administration implemented a 25% tariff on imports from Canada and Mexico, fulfilling the incumbent President’s threats. This move expands the protectionist trade agenda that already includes a 10% additional duty on Chinese goods and renewed tariffs on steel and aluminum imports.

Anthropic, the San Francisco-based artificial intelligence startup, has closed a US$3.5 billion Series E funding round, bringing its post-money valuation to US$61.5 billion, as per CNBC.

Asia Optical announced its 2024 preliminary financial results on March 4, reporting a consolidated revenue of NT$23.047 billion (US$780.2 million), marking a 29% year-over-year increase. Gross profit reached NT$4.28 billion, reflecting an annual growth rate of 34%.

TSMC’s bold expansion into Arizona represents one of the most consequential shifts in global semiconductor geography in decades. While the move appears to strengthen TSMC’s position with US customers and hedge against geopolitical risks, it also reveals a complex web of strategic trade-offs that could reshape not only TSMC’s competitive position but also the global semiconductor landscape.