The progress of production relocation in the notebook supply chain is holding strong despite the Trump administration’s reciprocal tariffs. Brand clients are using a wait-and-see approach with production plans in Vietnam, Thailand, and Mexico remaining unchanged. The likelihood of notebooks being produced in the US is close to zero.
JKoPay, Taiwan’s second-largest digital payment platform, maintained normal operations despite parent company Jiekou Financial Technology facing court-ordered asset seizures in July 2025 over a NT$3.6 billion equity dispute with Taisun Group.
A tight supply of DDR4 DRAM has triggered a buying spree. Goldkey Technology chairman Vicky Tseng said that since May and June 2025, DDR4 spot prices have skyrocketed more than 100%, while DDR5 has also shown a mild upward trend.