Due to exchange rate and tariff fluctuations in the first half of 2025, Taiwan’s industrial PC (IPC) manufacturers were facing pressure on continued growth. However, the situation has gradually stabilized. With the NT dollar exchange rate stabilizing and suppliers renegotiating price terms with clients, the overall market sentiment has turned positive. Companies are generally optimistic about the second half of the year, especially the demand trend in the fourth quarter, believing there is potential for more stable growth.

Hyundai Mobis has announced plans to begin mass production of automotive semiconductors developed in collaboration with over 20 domestic companies and research institutes starting in 2026, aiming to launch more than 10 products within two to three years. The move marks the first time the South Korean auto parts giant has publicly shared concrete development milestones and timelines for such a wide-ranging joint effort.

The Taiwanese machinery industry is experiencing a challenging 2025, with traditional sectors grappling with tariff and currency pressures in the first half of the year. The US’s reciprocal tariffs have extended pressure to Europe, while the ongoing Russia-Ukraine conflict has dampened European economic recovery.

Chinese new energy vehicle (NEV) leader BYD has rapidly gained visibility in Japan through aggressive price competition. However, to convert this visibility into stable market share and long-term consumer trust, the company still needs to overcome major hurdles, including cultural differences and brand recognition challenges.