Shanghai Auto Show 2025: China’s supply chain takes center stage

The 2025 Shanghai Auto Show has commenced amid escalating global trade tensions, as newly imposed US tariffs pose significant challenges to China’s automotive industry. Once a straightforward showcase for domestic brands, the exhibition has evolved into a critical vantage point for observing how China’s auto supply chain is adapting and seeking new avenues for growth in an increasingly adverse environment.

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Renesas 1Q profit drops on weak auto and industrial chip demand

Renesas Electronics saw revenue and profit tumble in the first quarter of 2025, hit by ongoing softness in automotive and industrial chip demand. On a non-GAAP basis, Renesas reported consolidated revenue of JPY308.8 billion (approx. US$2.16 billion), down 12.2% from a year earlier. Operating profit declined 26.2% to JPY83.8 billion, while net income plunged 30.8% to JPY73.3 billion.

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AmTRAN Technology faces 30% US export share amid Trump tariffs, plans strategic responses

AmTRAN Technology’s shipments to the US constitute about 30% of its revenue. The company is presently benefiting from a temporary 90-day suspension of reciprocal tariffs, with only a 10% tariff currently in place. During this grace period, AmTRAN plans to actively reduce inventory and engage with customers to discuss future strategies.

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Taiwan telecos take diverging approaches in financial sector expansion

Telecom operators have sought to expand their businesses by integrating communications, AI, cloud, and IoT services, venturing into a range of fields that benefit from vertically integrated systems such as e-commerce, media streaming, startups, and blockchain. Moreover, Taiwan’s three leading telecoms have each pursued their distinct direction in their financial services offerings.

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Taiwanese EV charging firms shift focus from speed to smart infrastructure

As electric vehicle adoption steadily climbs across Taiwan, the role of charging infrastructure is undergoing a rapid transformation. Taiwanese charging station manufacturers, once locked in a battle of equipment specifications emphasizing “fast charging and high power,” are now expanding their focus to encompass broader software integration, intelligent operations, and energy management systems.

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Taiwan challenges Trump’s tariff formula, rolls out support for semiconductor sector

Amid preparations by the US to introduce new tariffs on semiconductors and pharmaceuticals, concerns are growing within Taiwan’s semiconductor supply chain. On April 22, 2025, Premier Cho Jung-tai spoke to lawmakers, stating that the Executive Yuan had officially protested the US method of calculating reciprocal tariffs, labeling it unreasonable. He also noted that Taiwan’s government has approved an extensive support package for the industries impacted and plans to continue adjusting these measures to better suit the sector’s changing requirements.

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