On July 18, 2025, in Beijing, China's Minister of Commerce Wang Wentao attended a press conference held by the State Council Information Office on the country's high-quality fulfillment of targets set for the 14th Five-Year Plan period. He announced that on July 17, he met with Nvidia CEO Jensen Huang in Beijing, signaling China's continued engagement with American high-tech companies.
Pegatron Chairman T.H. Tung welcomed the sharp reduction in US tariffs on Indonesian exports to 19%—the lowest among Asian countries to date—as a timely boost for the company's newly ramped-up production facility in Batam. He noted that the cut offers Taiwanese companies with operations in Southeast Asia a stronger foothold in global tech competition.
As part of a dramatic realignment in trade policy, US President Donald Trump has imposed a 30% tariff on goods imported from Mexico while reducing tariffs on Vietnamese exports to the US from 46% to 20%. The move is part of a newly announced "tariff framework agreement" between Washington and Hanoi.
India's electronics manufacturing services (EMS) sector is gaining momentum amid global supply chain realignment. Kaynes Electronics will invest INR3.52 billion to build a new high-tech facility in Bhopal, highlighting Central India's growing role in the country's push to attract electronics production beyond China.
Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal moment for the semiconductor giant's efforts to regain lost ground in a critical market.
As the 90-day grace period for reciprocal tariffs ends, the Trump administration has sent tariff notices to trade partners. Effective August 1, 2025, Japan and South Korea will face 25% tariffs; Canada will face 35%; and the EU and Mexico will face 30%. While the negotiation window remains open, at least a 10% tariff is expected, stirring the pot for global tariff uncertainty.
The US has yet again extended the deadline for its reciprocal tariff negotiations to August 1, leaving many exporters on edge. US policy mainly aims to control China's low-priced dumping. Many countries' customs agencies have launched strict inspections to prevent becoming unwitting conduits for China's origin-washing and counterfeit rebranding.
In a stunning about-face that has left the tech industry reeling, US President Donald Trump has abruptly lifted export restrictions on H20 AI chips to China—effectively erasing months of stringent semiconductor sanctions overnight.
Since taking office in January 2025, US President Donald Trump has launched a series of economic and trade policies aimed at achieving fair and reciprocal trade with foreign countries, reindustrializing the US, bringing supply chains to the US, and maintaining American leadership in AI.
At a forum hosted by Deloitte Taiwan on July 15, titled "Navigating the US-Vietnam Trade Shift: Strategies for Taiwanese Businesses," experts warned that amid rising geopolitical tensions and global trade realignments, Taiwanese companies can no longer depend on tariff-driven strategies or low-cost production models, as growing uncertainties continue to reshape global supply chains.
As the US recalibrates its tariff rates for global trade partners, Taiwan is striving to secure a rate below 25%, arguing that its economic and strategic contributions rival or even surpass those of other nations. Brazil is facing a sharp increase in tariffs to 50%, while Japan and South Korea have been set at 25%. Taiwan's tariff rate, however, has yet to be announced.
The US is intensifying efforts to reshape the unmanned aerial systems (UAS) landscape, tightening oversight of the drone supply chain in a bid to reclaim technological leadership and fortify national security. At the center of this strategy is the Blue UAS Cleared List—a Defense Department-approved roster of drone makers deemed safe for government use. While inclusion isn't limited to US companies, industry officials say the criteria have quietly expanded to favor American-made drones, pushing foreign suppliers to bring production stateside if they want access to the lucrative US market.
India's ambitious financial center in Gujarat state is rapidly attracting global institutions, with two major Taiwanese banks pledging to establish operations as the facility positions itself as a key bridge between India's growing economy and international markets.
Wistron is ramping up its artificial intelligence efforts in the US, announcing a US$45 million investment to expand production at its California facility. The company's board approved the funding on July 16, 2025, which will be allocated to WisLab EMS Corporation, a wholly owned subsidiary of Wistron. The investment is intended to enhance the site's capacity for developing, testing, and manufacturing advanced AI servers.
While Intel's new CEO Lip-Bu Tan is still pondering how to find a path forward for its foundry business, US-based semiconductor foundry giant GlobalFoundries (GF) recently announced plans to acquire chip developer MIPS Technologies at an undisclosed price and enter the RISC-V processor market.
In early July, the US Department of Commerce issued a stark warning: using Huawei's Ascend AI chips "anywhere in the world" could be considered a violation of US export controls. The statement, though later softened, underscored Washington's growing concerns over China's expanding AI ambitions.
US President Donald Trump announced a new trade agreement with Indonesia on Tuesday, establishing a 19% tariff on goods imported from the Southeast Asian nation into the United States. This rate represents a significant reduction from an earlier threat of a 32% tariff, signaling a partial de-escalation of trade tensions as the Trump administration continues to push for what it views as more favorable terms with trading partners.
Generative artificial intelligence (AI) and autonomous driving technologies are fueling structural growth in multilayer ceramic capacitors, with AI servers and automotive electronics driving demand for miniaturized, high-capacity components.
India's Dixon Technologies has signed two new agreements with Chinese firms, a joint venture and an acquisition, in a move that could test the central government's evolving approach to foreign direct investment (FDI) from China following the Galwan Valley clash in 2020. These deals bring Dixon's total tie-ups with Chinese partners to five, each awaiting FDI approval by the Indian government.
Taiwan-based distributors WT Microelectronics and Nichidenbo announced a strategic cooperation through a share exchange agreement, aiming to reinforce their positions in the electronic components market.
Apple Inc. has struck a US$500 million deal to buy rare-earth minerals from MP Materials Corp., the US producer that just last week secured backing from the Pentagon.
The progress of production relocation in the notebook supply chain is holding strong despite the Trump administration's reciprocal tariffs. Brand clients are using a wait-and-see approach with production plans in Vietnam, Thailand, and Mexico remaining unchanged. The likelihood of notebooks being produced in the US is close to zero.
As US-China tech tensions deepen, Nvidia CEO Jensen Huang has once again found himself at the center of a geopolitical storm — this time, not for launching a groundbreaking GPU or driving record-breaking stock valuations, but for simply planning a trip to China.
The US's recent decision to impose a 50% tariff on copper imports is expected to have minimal direct impact on India's copper exports, but it may contribute to uncertainty in India's electronics manufacturing and semiconductor supply chains.
The US Commerce Department launched investigations into imports of drones, parts for unmanned aerial vehicles, and polysilicon, a key material for solar power, setting the stage for possible tariffs on those goods.
