Supply chain operators worldwide are carefully navigating the impact of President Trump's sweeping tariff policies, which have rapidly reshaped global trade dynamics since his January inauguration. From initial adjustments affecting Mexico and Canada to recent reciprocal tariff measures, companies are strategizing optimal responses amid ongoing uncertainty
The US is the world's largest economy, and following Donald Trump's inauguration in January 2025, there have been significant changes across various policies, including trade, domestic affairs, foreign relations, and research funding. Even during Joe Biden's administration, Taiwanese companies were compelled to take sides due to the US's efforts to contain China's technological development. The proportion of Taiwan's investment in China has dropped from 83.8% in 2010 to just 8% by 2024, with little chance of reversal in the coming years
Just when the global supply chain thought it had a breather, US President Donald Trump's administration is stoking renewed tensions with China by threatening sweeping new tariffs. Beijing has retaliated with equal force, rolling out a 34% "reciprocal tariff" package. Strategic sectors—including semiconductors and pharmaceuticals—may soon be in the crosshairs
On April 3, 2025, the United States announced a 34% "reciprocal tariff" on Chinese goods. The next day, China retaliated with a 34% punitive tariff, marking the most significant escalation in the trade war between the two nations since their economic tensions began in 2018. This move has drawn global attention, signaling that the economic battle between China and the US has expanded beyond traditional trade disputes into full-scale confrontations over technology and supply chains
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent demand for data centers at the end of 2024, Microsoft has reportedly canceled leases for some data centers in the US and Europe since the first quarter of 2025
OpenAI's ChatGPT recently introduced a new image generation feature, allowing users to transform images into the style of Hayao Miyazaki (Studio Ghibli), once again setting off a trend. However, high system traffic has led OpenAI to impose usage limits
For the first 45 years after Intel's founding, from its first CEO Robert Noyce to its fifth, Paul Otellini, the company focused on perfecting the IDM (integrated device manufacturing) model. The "Intel Inside" campaign became a global success, cementing Intel's position at the top of the semiconductor industry. It wasn't until 2013 when Brian Krzanich became Intel's sixth CEO that the company made its first tentative steps into foundry services
US President Donald Trump's aggressive tariff policy has struck the global economy like a machine gun blast. His 25% tariffs on imports from Canada and Mexico, coupled with uncertainties surrounding the US-Mexico-Canada Agreement (USMCA), have already sent shockwaves through the automotive industry
There is growing speculation regarding a potential slowdown in the demand for AI data centers. Despite these concerns, Taiwan's server original design manufacturers, who hold more than 90% of the global market share, insist that the adjustments in customer orders are primarily due to shifts in supply conditions, with demand momentum remaining strong. Amid shifting US tariff policies, recent order surges have pushed production to full capacity, propelling server revenues to new heights
When Foxconn (Hon Hai Technology Group) launched its rotating CEO system in April 2024, it was seen as a bold experiment aimed at grooming future leaders and strengthening corporate governance. The company named CC Lin, General Manager of the E Business Group, as the inaugural rotating CEO. After completing his one-year term, Foxconn announced on March 30, 2025, that Kathy Yang, the Group's Chief Campus Officer, would assume the role as the second rotating CEO
The metaverse trend briefly surged after Facebook rebranded to Meta Platforms in October 2021, fueling industry-wide interest in virtual reality (VR) and its integration with augmented reality (AR) and mixed reality (MR) into extended reality (XR). The ambition was to create immersive digital experiences, with Meta leading substantial investments into building a metaverse ecosystem. However, initial enthusiasm quickly faded as the concept struggled to gain market traction
Every spring, Apple convenes its top 100 executives in an offsite meeting to chart the company's strategic direction. The 2025 meeting was focused on a critical issue—Siri, Apple's voice assistant, and its lagging performance in the rapidly advancing world of artificial intelligence (AI). Unlike many of its tech rivals, Apple has been slow to build out AI-focused data centers, but recent moves suggest the company is finally positioning itself to compete in the generative AI (GenAI) space
With the White House soliciting industry input for its "Artificial Intelligence Action Plan" until March 15, OpenAI, Google, and Anthropic have unveiled detailed proposals to shape US AI policy. These firms, identified by 01.AI CEO Kai-Fu Lee as future AI market leaders, emphasize the need to balance innovation, national security, and global competitiveness
Semiconductor equipment vendors have historically operated in stealth mode, relying on proprietary technologies and patents as their main defense. Product launches were subdued, often reaching foundries only after extensive validation—far from the world of bold marketing campaigns
The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy extending from 2024. These developments are causing shifts in the market while also impacting the inventory rhythm of upstream panel manufacturers. Observing the TV market in 2025 reveals five major changes
