US tariff pressure puts Taiwan’s industrial resilience to test

Is US President Donald Trump’s “reciprocal tariffs” policy a serious threat or merely a high-stakes bluff? Taiwan finds itself excluded from the initial list of targeted economies, with the mood oscillating between cautious relief and mounting anxiety. One big question looms: Will key industries like semiconductors and pharmaceuticals soon find themselves in the crosshairs under Section 232?

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From copper to CoWoS: Douglas Yu retires from TSMC

Dr. Chen-Hua Douglas Yu, Vice President of Pathfinding for System Integration and the sole TSMC Distinguished Fellow, officially retired on July 8, 2025, closing a chapter in one of the most illustrious engineering legacies in Taiwan’s semiconductor history. Revered as the “Final Knight” among TSMC’s famed “Six Knights of R&D,” Yu’s pioneering contributions were instrumental in propelling TSMC to its global leadership in semiconductor manufacturing.

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Tax policy uncertainty stalls Taiwan’s auto sector despite govt push

As the calendar turns to July, major car brands across Taiwan are rolling out aggressive promotional campaigns in a bid to jumpstart lackluster sales. However, while automakers are signaling a renewed determination for a strong second half, their optimism is not shared by the supply chain, which paints a more sobering picture of the market’s current state.

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Top-3 Chinese suppliers of Apple all head to Hong Kong for IPO

Luxshare Precision, Lens Technology, and Goertek, China-based top-tier suppliers of Apple, are racing toward IPOs on the Hong Kong Stock Exchange (HKEX) as they seek capital to fuel transformation amid US-China trade frictions and supply chain realignments. Long defined by iPhone-related business, the trio is now banking on public listings to fund their next chapter in global manufacturing.

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