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Thursday 10 April 2025
TSMC's March revenue jumps, but tariff risks cloud outlook
TSMC's March revenue surged, yet future forecasts face uncertainties. Potential US tariffs and a possible US$1 billion fine for export violations raise concerns despite strong AI...
Thursday 10 April 2025
Vietnam factory plans uncertain as US tariffs cloud Taiwan touch panel makers' outlook
Touch panel manufacturers in Taiwan are navigating a complex landscape of US tariffs and fluctuating market demands. Young Fast Optoelectronics acknowledges the potential impact of...
Thursday 10 April 2025
GEM Terminal currently insulated from US tariffs thanks to China and European demands
Taiwan-based Terminal manufacturer GEM Terminal reported robust revenue growth in March 2025, buoyed by successful product launches and strategic market positioning, even as global...
Wednesday 9 April 2025
Foxconn Industrial Internet reports record profits in 1Q25, with server revenue growing over 60% year-over-year
Foxconn Industrial Internet (FII), a subsidiary of Foxconn, is poised for significant revenue and profit growth in the first quarter of 2025, driven by improving shipments of next-generation...
Wednesday 9 April 2025
Taiwan's tech giants shine as Trump's tariff tempest rages on—But for how long?
As US President Donald Trump enforces reciprocal tariffs internationally, global financial markets experience turmoil, particularly affecting electronics hardware manufacturers. Despite...
Wednesday 9 April 2025
Taiwanese AM auto parts firms see challenges and opportunities in US tariffs
The latest US tariffs have caused widespread anxiety among automotive manufacturers around the world, as complete vehicles and components imported to the US become targets. Amid this...
Wednesday 9 April 2025
South Korea's semiconductor showdown: SK Hynix dominates with HBM4, Samsung languishes
The semiconductor competition in South Korea is set to intensify in early 2025, with major industry players Samsung Electronics and SK Hynix experiencing contrasting trajectories...
Wednesday 9 April 2025
Global wafer foundry industry and status, 2025

Introduction

Wednesday 9 April 2025
Taiwan's machinery sector confronts "nuclear-level" tariffs, seeks government relief
The US reciprocal tariff policy has unleashed significant challenges for Taiwan's machinery industry, particularly the machine tool and component sector, which is heavily reliant...
Wednesday 9 April 2025
Wah Hong sees revenue surge amid China's subsidy push and tech demand
Optical film manufacturer Wah Hong reported a robust financial performance for March 2025 and the first quarter of 2025, driven by China's appliance subsidy policies and rising demand...
Tuesday 8 April 2025
Naura rides 44% profit surge, expands grip on China's semiconductor sector

Naura Technology, a leading Chinese semiconductor equipment provider, reported its fiscal year 2024 results and issued guidance for the...

Tuesday 8 April 2025
US tariffs delay notebook production, raising concerns for 2025 growth
The Trump administration has imposed reciprocal tariffs globally under the guise of equal tariffs, causing significant concerns within the notebook (NB) supply chain regarding production...
Tuesday 8 April 2025
HTC charts profitable path with Google XR deal, AR/VR pivot, fresh hardware push
HTC Corp. posted strong March results, driven by its expanding AR/VR business and a major licensing deal with Google. The company reportedly transferred part of its extended reality...
Tuesday 8 April 2025
Group Up eyes US expansion despite tariff challenges, confident in market position in 2025
In response to the impact of reciprocal tariffs imposed by the United States, PCB, and substrate equipment manufacturer Group Up stated that its product exports to the US are relatively...
Tuesday 8 April 2025
DuPont becomes next target in China's expanding antitrust investigations against US firms
As the trade friction and technology war between China and the US continue to intensify, on April 5, 2025, China announced an antitrust investigation into American chemical giant...