Following the US government’s imposition of broad reciprocal tariffs—targeting not only China but also nations like Vietnam and Thailand—many customers initially paused procurement. Now, with a 90-day suspension period in effect, those same clients are rushing to place urgent orders, raising concerns among component suppliers that the usual seasonal demand surge may be diluted.

US President Donald Trump’s sweeping new tariffs are already forcing semiconductor firms to rethink production strategies. Supply chain sources say high costs at TSMC’s Arizona fab had previously made US clients like Apple hesitant to commit to large-scale orders.

The US-China tariff war has escalated once again, with the US announcing tariffs as high as 145% on Chinese goods. In response, China has implemented a countermeasure of 125% tariffs, plunging international trade into turbulent waters. In this invisible battle, manufacturers and traders are resorting to various survival tactics, seeking a glimmer of hope amid the chaos.

Despite growing interest in humanoid robots, industry experts are raising critical questions about their practical utility, privacy risks, and ethical implications. At the core of their concerns is a call for clearer regulations to safeguard user data and address labor market disruptions. They also argue that technological innovation should focus on improving human life, rather than merely pursuing commercial gains.