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Tuesday 19 August 2025
Commentary: Tariff delays, price anxiety, and the EV stall in Taiwan

Despite lively public debate over vehicle pricing, Taiwan's electric vehicle (EV) market has entered a period of stagnation, as long-awaited...

Tuesday 19 August 2025
Commentary: TSMC shows no fear despite 300% tariff threat
US President Donald Trump recently announced that semiconductor tariffs could reach 300%, yet this has not triggered panic in the chip industry. Supply chain players stress that the...
Tuesday 19 August 2025
Countries step up anti-dumping measures against Chinese imports amid origin washing concerns
Countries are actively enforcing anti-dumping measures against Chinese imports amid concerns over "origin washing," a practice that involves rerouting products through third countries...
Tuesday 19 August 2025
US tariff measures hit simultaneously, economic slowdown expected in 2H25
US President Donald Trump has threatened semiconductor tariffs under Section 232 that could reach between 200% and 300%, with an announcement expected in the coming days. Taiwanese...
Tuesday 19 August 2025
Trump tariffs could stall Samsung’s US surge and boost Apple
Samsung Electronics is enjoying its strongest run in the US smartphone market in years, but that momentum could be tested as US President Donald Trump threatens sweeping tariffs on...
Friday 15 August 2025
Tariff exemption for semiconductors and ICT products prioritized in negotiations for Taiwanese government
The US government, under Section 232 of the Trade Expansion Act, has imposed tariffs on imports such as steel and aluminum products, automobiles, auto parts, and copper products,...
Friday 15 August 2025
Apple is seen gaining tariff exemption as Samsung faces 25% levy threat, potentially reshaping global smartphone market
The US government is expected to announce its tariff policy this week on semiconductor-related products—including smartphones, laptops, and surveillance devices—sending...
Wednesday 13 August 2025
Tariff cut eases tensions for Korean auto exports, but risks remain
In a significant outcome of the ongoing US-South Korea trade deal, tariffs on automobiles and auto parts have been reduced from 25% to 15% as of April 2025. The two nations also agreed...
Tuesday 12 August 2025
Could US chip export tariffs be new tool against China?
US President Donald Trump confirmed that Nvidia and AMD will pay 15% of their AI chip sales revenue in China to the US government under a rare deal tied to export licenses. This move...
Monday 11 August 2025
Formosa Plastics optimistic about market rebound despite capacity dip in 3Q25
Formosa Plastics released its outlook for the third quarter of 2025 on August 7. Despite a slight reduction in production capacity due to scheduled maintenance, the company remains...
Sunday 10 August 2025
Trump's 100% tariff hint stirs concerns despite South Korea's MFN status
US President Donald Trump recently announced tariffs as high as 100% on certain semiconductor products. Although South Korea holds a commitment to "most favored-nation" (MFN) treatment,...
Saturday 9 August 2025
Embraer jets fly through trade turbulence to remain in American skies

Just before midnight on July 31, the White House released the long-awaited list of reciprocal tariff rates by country, potentially drawing...

Saturday 9 August 2025
Dynamic's Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026
Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale...
Friday 8 August 2025
SMIC flags limited visibility for 4Q25 amid high demand, expects limited tariff impact thanks to clients' preparedness
SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company...
Friday 8 August 2025
Investment exemption in the US becomes lifeline as Trump pushes Taiwanese firms to accelerate expansion
Prior to the expected Section 232 investigation results, US President Donald Trump proposed a 100% tariff on chips and an investment exemption for firms relocating to the US, sparking...