SYM chair urges tariff rationalization amid rising pressure from US car price cuts

Taiwan’s Ministry of Economic Affairs (MOEA) recently proposed a “tariffs first, commodity tax later” approach in response to growing trade pressure from the US, raising concerns in the local automotive sector. Sanyang Motor (SYM), which operates both motorcycle and automobile divisions, responded by calling for a rationalization of tariff structures instead of focusing solely on tax cuts.

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Yageo’s acquisition of Shibaura approved by Taiwan’s MOEA; takeover bid period extended three times

Taiwan-based passive components giant Yageo announced on June 25, 2025, that its previously disclosed tender offer to acquire Japan’s Shibaura has received approval from Taiwan’s Ministry of Economic Affairs (MOEA) Investment Commission. According to relevant Japanese regulations, the takeover bid (TOB) period will be extended from the original deadline of July 1 to July 9, as Yageo continues to gradually increase its shareholding stake.

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Q3 outlook: smartphone industry weighs tariff risks against product launch momentum

As the calendar turns to the third quarter of 2025, the global smartphone industry finds itself at a critical juncture, shaped by a complex mix of geopolitical tensions, tariff uncertainty, and currency volatility. These macroeconomic headwinds continue to weigh on consumer sentiment, making a strong recovery in end-market demand increasingly difficult. Industry analysts are warning of rising operating costs and mounting challenges for smartphone vendors in the second half of the year.

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BizLink positions for AI hardware upswing with new sites, localized output

Global interconnect solutions provider BizLink Group opened a new facility in Tainan on June 26, underscoring its focus on localized R&D and production. Chairman Roger Liang said the company is holding firm on its double-digit revenue growth target for 2025, citing surging demand for AI and high-performance computing (HPC) and stable growth in semiconductor equipment orders, despite geopolitical risks, tariffs, and currency headwinds.

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TSMC takes all: Google follows major smartphone chipmakers in embracing 2nm

Recent market reports indicate that leading companies such as Apple, Qualcomm, and MediaTek are highly likely to fully adopt 2nm chips by 2026. Google, having recently shifted its chip production from Samsung Electronics to TSMC, may also join this trend to ensure its hardware manufacturing processes keep pace with other industry leaders and maintain competitive strength.

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Efun targets semiconductor packaging and OLED displays with water and gas barrier films

Optical film manufacturer Efun held its shareholders’ meeting, successfully passing all proposals. Efun highlighted that with technological advancements, the demand for next-generation smartphones and AI products is becoming increasingly widespread. The key components of these products—semiconductor chips and OLED displays—require large quantities of water and gas barrier films used in packaging to ensure component longevity.

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