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Monday 7 July 2025
US tariff rates: 10% or 70%? Industry says it will determine chip supply direction
Following the announcement of a preliminary tariff agreement framework with Vietnam, US President Donald Trump recently told the media that letters would soon be sent to several related...
Monday 7 July 2025
Lutnick says Trump's tariffs will take effect on August 1
US President Donald Trump's country-by-country tariffs will take effect August 1, US Commerce Secretary Howard Lutnick said, signaling some breathing room for US trading partners...
Monday 7 July 2025
US plans AI chip curbs on Malaysia, Thailand over China concerns
President Donald Trump's administration plans to restrict shipments of AI chips from the likes of Nvidia Corp. to Malaysia and Thailand, part of an effort to crack down on suspected...
Sunday 6 July 2025
China's humanoid robots cut out US chips, and 90% of the supply chain is now local
As US President Donald Trump intensifies rare earth export negotiations with China, Beijing is countering with a media blitz to highlight its rising independence from US semiconductor...
Friday 4 July 2025
Component makers across Southeast Asia await clarity as Vietnam reaches tariff deal with US

US President Donald Trump has unveiled a trade agreement with Vietnam that reduces tariffs on Vietnamese exports to the US from 46% to...

Friday 4 July 2025
Apple faces fresh tariff headwinds as US-Vietnam deal reshapes supply chains
US President Donald Trump recently announced a new trade deal with Vietnam, which reduces a planned 45% reciprocal tariff on Vietnamese imports to 20%, while imposing a 40% tariff...
Friday 4 July 2025
Communication suppliers respond to Trump tariffs with cautious diversification
On June 2, US President Donald Trump announced a trade agreement imposing a 20% tariff on imports from Vietnam and a 40% tariff on transshipped products. The new tariffs have garnered...
Friday 4 July 2025
US-Vietnam tariff deal narrows gap, but transshipment rules remain a black box
US President Donald Trump has confirmed a preliminary tariff framework with Vietnam that lowers duties on Vietnamese exports to the US from 46% to 20%. However, the deal includes...
Friday 4 July 2025
Vietnam tariff deal triggers SEA jitters for Taiwan's PCB supply chain
Less than a week ahead of the tariff truce deadline, US President Donald Trump announced that the Commerce Department had struck a deal with Vietnam. Under the agreement, Vietnamese...
Friday 4 July 2025
Trump's Vietnam tariff deal eases some market uncertainty, but 40% transshipment clause raises new risks

President Donald Trump announced that the US has reached a new tariff agreement with Vietnam, lowering tariffs on Vietnamese exports...

Friday 4 July 2025
New US-Vietnam tariff pact prompts display makers to double down in Vietnam
On July 2, 2025, US President Donald Trump announced a tariff agreement with Vietnam. This agreement marks the first trade deal between the Trump administration and an Asian country,...
Friday 4 July 2025
Vietnam tariff negotiations mark Asia's first; optical industry acknowledges varied impact
Vietnam has become the first Asian country to complete reciprocal tariff negotiations with the US, with optical manufacturers including AOET and Ability operating production facilities...
Friday 4 July 2025
China-India rivalry forces Foxconn to rethink manpower strategy
As 2025 begins under President Donald Trump's second term, rising trade tensions and tariffs are pushing regionalized manufacturing. In this context, Foxconn is reportedly recalling...
Thursday 3 July 2025
Details of the US-China trade agreement remain unclear, with no consensus on rare earths and chip controls
On June 26, 2025, US President Donald Trump announced that the US had signed a trade agreement with China on June 25, which was also confirmed by China's Ministry of Commerce. From...
Thursday 3 July 2025
Trump Vietnam trade deal hits Chinese transshipment with higher tariff
US President Donald Trump announced a sweeping trade deal with Vietnam, proposing tariffs on Vietnamese and transshipped goods while securing zero-tariff access for American products,...