Taiwan’s machinery sector confronts “nuclear-level” tariffs, seeks government relief

The US reciprocal tariff policy has unleashed significant challenges for Taiwan’s machinery industry, particularly the machine tool and component sector, which is heavily reliant on exports and dominated by small to medium-sized enterprises (SMEs). The Taiwan Machine Tool & Accessory Builders’ Association (TAMI) has characterized the situation as “nuclear-level,” demanding urgent government intervention.

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MediaTek unveils Kompanio Ultra, hints at AI PC ambitions

MediaTek has launched its most powerful Chromebook platform to date, the Kompanio Ultra, signaling a significant leap in performance and AI capabilities. Built on TSMC’s 3nm process, the Kompanio Ultra boasts 50 TOPS of AI processing power and features a high-performance Arm Cortex-X925 CPU clocked at up to 3.62GHz. Devices powered by this new platform are expected to hit the market in the coming months.

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South Korea’s semiconductor showdown: SK Hynix dominates with HBM4, Samsung languishes

The semiconductor competition in South Korea is set to intensify in early 2025, with major industry players Samsung Electronics and SK Hynix experiencing contrasting trajectories. While Samsung is likely to continue facing difficulties that started in 2024, SK Hynix is poised to sustain its leadership within the high-bandwidth memory (HBM) market through 2025.

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US tariffs upend global diversification plans, nullify ‘+1’ supply chain strategies

US President Donald Trump has announced a sweeping new tariff regime. Among the hardest hit are Cambodia and Vietnam, with tariffs of 49% and 45%, respectively, while Thailand and China will face 36% and 34%. Taiwan and Indonesia will see 32% tariffs. The aggressive move has triggered international criticism and rattled global supply chains.

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汇顶科技:控股股东、实控人等拟12个月内增持4000万~6000万元公司股份

4月8日,汇顶科技公告称,公司收到控股股东、实际控制人、部分董事、高级管理人员的通知,计划以其自有资金或自筹资金自2025年4月9日起12个月内,通过上海证券交易所交易系统以集中竞价等方式增持公司股份。上述增持主体拟累计增持金额上限为人民币6000万元,增持金额下限为人民币4000万元。其

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工业富联2025一季度净利预增超两成

4月8日,富士康工业互联网股份有限公司(下称“工业富联”)披露2025年第一季度主要经营情况。2025年第一季度,公司预计实现营业收入1590亿元至1610亿元(未经审计),同比增长34.0%至35.6%;预计2025年一季度归属于上市公司股东的净利润52亿元至53亿元(未经审计),同比增长24.4%至26.8%。

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