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.

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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.

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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.

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Ennostar’s March revenue recovers with focus on biosensing and automation robotics

The rapid evolution of smart sensing technology is leading to a comprehensive penetration of biosensing applications in the fields of smart wearables, medical monitoring, and personal health management. Ennostar has announced that its full-band sensing chips, which include both transmission and reception capabilities, along with packaging and module solutions, have gained favor from multiple international brands for use in these areas. The company plans to further expand into automation robotics applications based on its sensing technology, thereby broadening its market presence.

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Taiwan advances in aerospace manufacturing with new forging capabilities

Taiwan’s aerospace industry is positioning itself to compete globally through investments in advanced manufacturing technologies, particularly in high-end processing of aviation materials. This development occurs as Taiwan’s aerospace supply chain remains unaffected by equivalent tariffs for now, though the industry is focused on long-term readiness for global supply chain shifts.

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Samsung Electronics targets South Korean OLED TV market leadership

According to Inews24 and Hankyung, Samsung Electronics has announced plans to significantly expand its OLED TV product line, aiming to capture a leading share of the South Korean market by 2025. At its “Unbox & Discover 2025” event, the company revealed it will introduce 14 new OLED models, spanning 42 to 83 inches, across three series. This expansion comes three years after Samsung re-entered the OLED market.

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