14
Apr
14
Apr
Auto market reels: tariffs shake consumer confidence and trigger panic buying
President Donald Trump’s announcement on April 3 of a 25 percent tariff on imported vehicles has sent shockwaves through the American auto market, triggering a late-March buying frenzy as consumers rushed to purchase cars before prices rose.
14
Apr
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.
14
Apr
Silicon photonics nears maturity, eyes full ecosystem by late 2025
Silicon photonics (SiPh), hailed as a transformative technology for AI development, data centers, and 5G networks, is rapidly converging toward standardized parameters and specifications.
14
Apr
San-Ti Group eyes green energy transition, expecting AI and semiconductor sectors to drive up electricity demand
Taiwan-based construction company San-Ti Group has achieved significant results for its diversification into the local energy market, with its subsidiaries, North-Star International and Santi Renewable Energy, benefiting from the rising popularity of vehicle electrification. As Taiwan increases investments in the AI and semiconductor sectors, the San-Ti Group is optimistic about industrial electricity demand.
14
Apr
China’s GPU surge defies tariff fears, fuels semiconductor boom
As the US-China tariff saga intensifies, the Trump administration’s decision to delay reciprocal tariffs by 90 days offers a fleeting reprieve for the semiconductor supply chain. Despite initial expectations that tariff-related stockpiling would boost first-quarter revenues in 2025, industry sources reveal a different driver: China’s voracious appetite for GPUs, spurred by its AI supply chain, has emerged as the true engine of growth.
14
Apr
Tariff uncertainty casts a pall over panel demand as industry leaders await repercussions
In a reprieve for global markets, US President Donald Trump has announced a 90-day suspension of reciprocal tariffs on nations yet to retaliate, imposing only a baseline 10% levy. However, the specter of uncertainty lingers. Frank Ko, CEO of AUO, and James Yang, COO of Innolux, agree that the ongoing tariff conflict will unavoidably lead to increased procurement expenses. This development is expected to result in higher prices for final products, thereby increasing the financial burden on consumers.
14
Apr
AMD CEO reportedly to visit Taiwan amid tariff uncertainty
Lisa Su, CEO of AMD, is reportedly visiting Taiwan to participate in the National Taiwan University’s Royal Palm Lecture Series on April 15, 2025, where she will deliver a keynote speech. She will reportedly also host a dinner at Mandarin Oriental with clients and partners.
14
Apr
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.
14
Apr
Chinese automakers’ Euro strategies diverge amid tariffs and political tensions
Chinese EV makers are navigating divergent paths in Europe as tariffs and geopolitical tensions reshape competitive dynamics. While some manufacturers accelerate market entry, others face setbacks requiring strategic pivots.