US-China tariff clash escalates; hits semiconductor sector but boosts China’s domestic chipmakers

Since President Donald Trump declared April 2 as “Liberation Day” and unveiled sweeping reciprocal tariffs, the US-China trade war has sharply intensified. Trump’s changing tariff policy on China has now been up to 145%. China’s State Council Tariff Commission responded in kind: beginning April 12, all US-origin goods entering China would face the same 125% tariff.

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San-Ti Group eyes green energy transition, expecting AI and semiconductor sectors to drive up electricity demand

Taiwan-based construction company San-Ti Group has achieved significant results for its diversification into the local energy market, with its subsidiaries, North-Star International and Santi Renewable Energy, benefiting from the rising popularity of vehicle electrification. As Taiwan increases investments in the AI and semiconductor sectors, the San-Ti Group is optimistic about industrial electricity demand.

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China’s GPU surge defies tariff fears, fuels semiconductor boom

As the US-China tariff saga intensifies, the Trump administration’s decision to delay reciprocal tariffs by 90 days offers a fleeting reprieve for the semiconductor supply chain. Despite initial expectations that tariff-related stockpiling would boost first-quarter revenues in 2025, industry sources reveal a different driver: China’s voracious appetite for GPUs, spurred by its AI supply chain, has emerged as the true engine of growth.

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Tariff uncertainty casts a pall over panel demand as industry leaders await repercussions

In a reprieve for global markets, US President Donald Trump has announced a 90-day suspension of reciprocal tariffs on nations yet to retaliate, imposing only a baseline 10% levy. However, the specter of uncertainty lingers. Frank Ko, CEO of AUO, and James Yang, COO of Innolux, agree that the ongoing tariff conflict will unavoidably lead to increased procurement expenses. This development is expected to result in higher prices for final products, thereby increasing the financial burden on consumers.

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Taiwan’s machinery industry girds for tariff impact; warns of Chinese dumping and origin-washing

As Taiwan’s machinery industry grapples with the US’s reciprocal tariffs, it seizes the 90-day buffer period and 10% initial rate to devise countermeasures. Beyond domestic subsidies, the sector’s gravest concerns lie abroad: thwarting China’s potential dumping, curbing origin-washing schemes, and countering the strategies of rivals Japan and South Korea.

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Ennostar’s March revenue recovers with focus on biosensing and automation robotics

The rapid evolution of smart sensing technology is leading to a comprehensive penetration of biosensing applications in the fields of smart wearables, medical monitoring, and personal health management. Ennostar has announced that its full-band sensing chips, which include both transmission and reception capabilities, along with packaging and module solutions, have gained favor from multiple international brands for use in these areas. The company plans to further expand into automation robotics applications based on its sensing technology, thereby broadening its market presence.

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