The recent tariffs imposed on Mexico and Canada have sparked significant attention, with Washington later delaying their implementation by a month. Both countries have signaled their intention to respond with retaliatory tariffs, while President Donald Trump has threatened to escalate US tariffs in turn

According to statistics from the Customs Administration of the Republic of China, Taiwan's total semiconductor exports in 2024 amounted to US$165 billion, with exports to China and Hong Kong reaching US$85.26 billion, representing 51.7% of the total. Shipments to the US market valued at US$7.4 billion accounted for 4.5% of Taiwan's total exports. Despite new tariffs imposed by the US government, the overall impact on Taiwan appears limited

The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous cryptocurrency mining boom. The strengthening MediaTek-Nvidia alliance is growing, with Nintendo Switch 2 launching in April 2025 and an AI PC platform debuting at COMPUTEX in May 2025. Industry rumors also hint at a potential AI smartphone chip collaboration

Two of China's largest state-owned automotive enterprises have announced plans for a strategic reorganization. Dongfeng Motor Corporation and Changan Automobile (Changan), both under the China South Industries Group Corporation, are preparing for what would become the first significant consolidation among Chinese car manufacturers in 2025, attracting significant market attention

Taiwan emerges as the world's largest semiconductor exporter after excluding Hong Kong's transit trade from calculations, according to trade data analyzed by DIGITIMES. While Hong Kong reported semiconductor exports worth US$194 billion in 2023, the city-state primarily functions as a logistics hub, with distributors such as WPG Holdings facilitating semiconductor routing to mainland China and other Asian markets

The global energy transition is driving unprecedented demand for critical minerals including lithium, nickel, cobalt, copper, and rare earth elements. These resources have become essential to the expansion of electric vehicles (EVs), wind power, and power grid infrastructure. Yet geopolitical risks remain a concern for the market, particularly as policy shifts under US President Donald Trump continue to be a key variable affecting the industry in the short term

China has opened an antitrust investigation into Google, in what analysts view as a retaliatory move against heightened US tariffs. While Google's presence in China is minimal, industry sources indicate that authorities seek to undermine Android's influence to bolster domestic brands like Huawei. However, the probe appears politically driven rather than market-driven, with potential fallout for China's tech industry

As the Trump administration considers tariffs on semiconductors imported into the US, which country would be most affected, and to what extent

Since Donald Trump's election to a second term as US president, global political and economic media have closely scrutinized his every word and action. However, many have observed that Trump often makes bold claims that the US cannot realistically fulfill. For example, he promised to end the Russia-Ukraine war within 24 hours and to have a direct phone call with Chinese President Xi Jinping in the same timeframe, yet neither of which materialized

While the release of an open-source model by Chinese AI startup DeepSeek has been met with widespread acclaim in China, mainstream US media have responded with cautious scrutiny, raising concerns about potential privacy and national security risks. However, US President Donald Trump unexpectedly has taken a notably different stance on DeepSeek

Apple is shifting its strategy by scaling back its plans to expand MacBook production in Vietnam, which was expected to ramp up in late 2024. This marks a departure from its earlier aggressive expansion approach and contrasts with its growing manufacturing focus in India, which is becoming more central to Apple's production plans

In 2025, Taiwan's total export value reached US$475.07 billion—its second-best performance since 2022. Over the past two years, amid the US-China trade war, the semiconductor industry's market leadership has shifted from tech giants like Microsoft, Apple, Nvidia, and HP to the US government. The administration's rapid and ever-changing tariff policies now threaten to leave manufacturers scrambling

In 2024, Taiwan's total exports reached US$475 billion, with 65.2% of that coming from electronics. This clearly shows that the electronics sector not only drives Taiwan's export momentum but also significantly influences shifts in the overall export structure

Amid successive tariff measures imposed by the US and Chinese governments, automakers are grappling with challenges on multiple fronts

In a bold reset of America's artificial intelligence strategy, President Trump has begun dismantling the regulatory framework of the previous administration, while simultaneously launching one of the most ambitious AI initiatives in US history. His first move: was revoking Executive Order 14110 on AI policy, while keeping intact the more recent Executive Orders 14141 (2025 AI Infrastructure EO) and 14144 (2025 Cybersecurity EO)