STMicroelectronics offered a better-than-expected revenue forecast for the second quarter, suggesting a potential recovery in demand for automotive and industrial semiconductors. However, weaker-than-expected gross margin guidance and the absence of a full-year outlook tempered optimism, leaving analysts divided over whether the uptick reflects genuine demand or a short-term boost from tariff-related inventory moves.

Asus’s AI server business hit its five-fold revenue growth target a year early in 2024. By 2025, server operations are projected to contribute 15% of the company’s total revenue. Asus’s early move to set up a manufacturing line in California—initially to serve US and European clients—paid off as US tariff enforcement tightened in late 2024. The facility’s launch helped reduce the company’s exposure to rising trade tensions.

Apple’s efforts to reduce its reliance on China are facing pushback from Beijing, according to a report by The Information. In early 2025, Chinese authorities reportedly blocked a local Apple supplier from exporting equipment needed for the trial production of the upcoming iPhone 17 in India.