Polarizer leaders BenQ Materials and Cheng Mei Materials Technology (CMMT) unveiled their latest material innovations at Touch Taiwan 2025, each focusing on three key application areas: semiconductors, automotive electronics, and mobile devices.

The past week has seen a series of twists and turns in US reciprocal tariff rates, with the latest announcement on the US Customs and Border Protection’s Cargo Systems Messaging Service (CSMS) listing exemptions for 20 HTS product categories, including notebooks, smartphones, tablets, and processors. Market watchers are paying close attention to forthcoming new tariff rates for semiconductors and pharmaceuticals, and perhaps more importantly, how the US’s trade war on China will develop.

TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The market was particularly impressed by TSMC’s second quarter forecast and that the company has not revised downward its full-year revenue outlook despite recent tariff and AI ban challenges. Despite macroeconomic uncertainties, TSMC maintains its projection of nearly 25% growth in US dollar revenue for 2025, surpassing the overall wafer manufacturing industry’s growth rate.