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Friday 14 February 2025
Excellence Opto builds Mexico plant to navigate tariff risks
Excellence Optronics Inc (EOI) has begun constructing a new automotive LED module factory in Querétaro, Mexico. This expansion strengthens EOI's global supply chain, with the...
Friday 14 February 2025
US pushes for trade balance with India, aims for US$500 billion bilateral trade by 2030
Discussions between the US and India have intensified on addressing trade imbalances, with the US raising concerns over India's tariff policies. Following meetings between the two...
Friday 14 February 2025
Trump moves to impose reciprocal tariffs as soon as April
President Donald Trump ordered his administration to consider imposing reciprocal tariffs on numerous trading partners, raising the prospect of a wider campaign against a global system...
Friday 14 February 2025
EU narrows carbon tax scope to focus on major polluters
The European Union's Carbon Border Adjustment Mechanism (CBAM), a pioneering global carbon tariff, will begin charging extra costs on carbon-intensive industries—including steel,...
Thursday 13 February 2025
Trump tariffs may hurt Taiwan's medical equipment exports
US clients have long collaborated with Taiwan's manufacturing sector, rendering the US the foremost export market for Taiwan's medical equipment industry. However, with the initiation...
Thursday 13 February 2025
Taiwanese AI server assembly may not shift abroad; air freight value-added facilities aim for year-end completion
Foxconn chairman Young Liu announced plans in October 2024 to build a massive GB200 server factory in Mexico, but products entering the US from Mexico could face new tariff barriers...
Thursday 13 February 2025
Wolfspeed's SiC lead grows, but US IDMs struggle with tariff fallout
Donald Trump's administration is implementing sweeping tariff reforms that reverse many of his predecessor's policies. The US has initiated a Section 301 investigation targeting China's...
Thursday 13 February 2025
Why Mexico and Canada's retaliation to Trump tariffs may fuel further economic uncertainty across North America
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...
Wednesday 12 February 2025
Foxconn warns rising global tariffs could shrink markets, spurring production shifts
Foxconn resumed operations on February 12, 2025, with Chairman Young Liu addressing concerns over potential tariff changes under the Trump administration. He acknowledged the administration's...
Wednesday 12 February 2025
MediaTek, Realtek see 2025 network chip boom as Wi-Fi 7 gains traction
MediaTek and Realtek, two of Taiwan's top IC design firms, are bullish on network chips, citing strong momentum heading into 2025. Even in the first quarter, advance orders are emerging...
Wednesday 12 February 2025
Notebook ODMs see promising outlook for 2025
The emergence of DeepSeek, combined with strong sales of Nvidia's RTX 50 series and Microsoft's decision to cease Windows 10 support are creating favorable conditions for the previously...
Wednesday 12 February 2025
Taiwanese PCB manufacturers shift focus to SEA as Trump tariffs fuel US-China tensions
With the start of the Trump 2.0 administration, the global PCB industry is preparing for changes, especially in Southeast Asia's competitive environment. China's PCB sector is expected...
Wednesday 12 February 2025
Trump's tariffs could undermine Samsung and LG as Chinese TV makers gain a subsidized edge
Samsung Electronics and LG Electronics face mounting challenges from former US President Donald Trump's tariff policies. South Korean industry insiders warn that if the US imposes...
Tuesday 11 February 2025
MediaTek reports unusually surging January revenue, boosted by tariff uncertainty and China's subsidies
MediaTek reported impressive January revenue of NT$51.144 billion (approx. US$1.56 billion), marking a 22.7% increase from the previous month and a 14.94% rise year-over-year. This...
Tuesday 11 February 2025
Trump announces sweeping tariffs on imported steel and aluminum, escalating global trade tensions
In a significant policy move, US President Donald Trump announced a 25% tariff on all imported steel and aluminum products, removing any prior exemptions or exceptions. This sweeping...