Asus and Advantech invest in Freedom Systems to tap into growing commercial IT market

Asus has acquired a 10% stake in Freedom Systems to enhance IT management and plans to increase this holding by another 10%, while Advantech has acquired a 20% stake. With the support of these two major companies, Freedom Systems is expected to register for the emerging stock market by the end of 2025 and be listed on the Taiwan Innovation Board by the end of 2026.

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Panel demand set to surge in 2025, but challenges loom in 2H25

Panel procurement momentum, which began in the fourth quarter of 2024, continues to strengthen in 2025, driven by four major factors. Industry experts believe that the first quarter of 2025 could see a strong off-season, while the second quarter remains uncertain. The market outlook for the second half of 2025 appears challenging, as inventory accumulation in the first half could potentially weaken the traditional peak season.

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Top 4 global smartphone trends shaping 2025

The global smartphone market is set to expand, with demand projected to exceed 1.2 billion units in 2024 and grow further by 2% to 4% in 2025, fueled by the rising shipment of affordable smartphones and AI advancements. Companies like Xiaomi and Samsung Electronics are enhancing AI features and optimizing supply chains to address geopolitical and inflationary issues while accounting for longer smartphone replacement cycles.

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Trump announces sweeping tariffs on imported steel and aluminum, escalating global trade tensions

In a significant policy move, US President Donald Trump announced a 25% tariff on all imported steel and aluminum products, removing any prior exemptions or exceptions. This sweeping tariff policy, effective from March 4, is aimed at reviving the US industrial base and reducing dependence on foreign supply chains for critical industries, reports multiple outlets, including CNN and The Guardian.

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