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Wednesday 13 August 2025
Auto tariff break offers lifeline to Japan, EU, and South Korean carmakers
President Donald Trump has reached a new tariff agreement with key US trade partners, including the European Union, Japan, and South Korea, setting a unified reciprocal tariff rate...
Wednesday 13 August 2025
Trump halts Biden-era EV charging program, US plans in disarray
The global electric vehicle market is increasingly dominated by three major regions: China, Europe, and the United States. While China's EV ecosystem—including vehicle sales...
Wednesday 13 August 2025
US export levy targeting Nvidia and AMD may expand to other semiconductor firms
The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China,...
Wednesday 13 August 2025
Trump’s 15% Nvidia chip levy hints at new trade game
US President Donald Trump's decision to impose a 15% revenue levy on Nvidia Corporation's downgraded AI chips, such as the H20 model, sold to China, has ignited intense reactions...
Tuesday 12 August 2025
China eyes 2027 BCI breakthrough as it races to build its own chips
China's brain-computer interface (BCI) sector is accelerating, driven by strong state policy support and private-sector advances. The Ministry of Industry and Information Technology...
Tuesday 12 August 2025
Dual-base strategy: Auto industry finds balance between North America–Asia as tariff fog lifts
Mexico's successful bid to secure a 90-day extension on US import tariffs—maintaining a 25% levy—has temporarily eased market anxiety. Car part suppliers report a rush...
Tuesday 12 August 2025
EV slowdown pushes US LFP batteries toward grid storage and hyperscalers
The US lithium iron phosphate (LFP) battery industry is transforming due to policy changes, such as vehicle and parts tariffs, proposed cuts to electric vehicle subsidies under the...
Sunday 10 August 2025
LCD TV panel prices stabilize amid August market tug-of-war
In response to US tariffs and China's "trade-in" policy, end-market players accelerated their purchases, leading to growth in LCD TV panel shipments and shipment area in the first...
Friday 8 August 2025
OpenAI offers US$1 enterprise ChatGPT to US federal government in wake of AI action plan
OpenAI has agreed to offer its AI models to US federal agencies from 2026 for a symbolic annual fee of US$1. This move is part of the White House AI Action Plan, aimed at boosting...
Friday 8 August 2025
Chinese automakers slip through loopholes of Taiwan's EV barriers
Taiwan's auto industry is facing mounting pressure amid a wave of global disruption, with Chinese electric vehicle (EV) giant BYD reportedly holding discreet meetings in Taiwan on...
Friday 8 August 2025
Taiwan trade negotitations holds firm amid Trump's threat of 100% chip tariffs
US President Donald Trump announced a new semiconductor tariff policy on August 6, 2025 (EST), officially declaring that tariffs under Section 232 will be imposed on chips and semiconductors...
Thursday 7 August 2025
TSMC's exemption gamble: four critical unknowns in Trump's chip tariff war
US President Donald Trump has revived his "America First" stance, proposing a 100% tariff on imported semiconductor products. This has put global technology industries, especially...
Tuesday 5 August 2025
Taiwan's US auto tariffs down to 20%, but market stays frozen
On July 31, the White House announced a revision to its "reciprocal tariffs" policy, reducing Taiwan's auto tariff rate from 32% to 20%. Despite the cut, many Taiwanese automakers...
Tuesday 5 August 2025
Taiwan OSAT gains from BIS whitelist fall short as US grants Chinese firms exemptions
Taiwan's IC OSAT supply chain was previously expected to benefit from US Bureau of Industry and Security (BIS) restrictions on Chinese semiconductor firms. The BIS's semiconductor...
Monday 4 August 2025
India's AI boom hides dependency risks under Trump deregulation
India may benefit in the short term from a renewed US push to ease restrictions on artificial intelligence exports, but the shift could deepen its long-term reliance on American chipmakers...