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Sunday 13 April 2025
U.S. tech tariff exemptions offer relief for Apple and TSMC clients—while China still faces higher rates

The United States Customs and Border Protection (CBP) released updated tariff guidelines on the evening of April 11, setting a uniform 10% duty on major electronic products—including notebooks, smartphones, and servers. This replaces the previously proposed country-specific reciprocal tariffs. However, China remains subject to a higher rate.

Friday 11 April 2025
Taiwan to enter first round of US tariff talks with strategies in hand
Despite US President Donald Trump announcing a pause on imposing tariffs on multiple countries, concerns still linger. President of Taiwan, Ching-Te Lai, recently proposed a five-point plan and non-tariff retaliation measures.
Friday 11 April 2025
Trump's tariff push disrupts global trade, raises risks for U.S. economy
After his second election as President of the United States, Trump has fully unleashed his destructive power on the global economic order. Japanese Prime Minister Shigeru Ishiba described the current situation as a "national crisis."
Friday 11 April 2025
The Great Tech Reset 9: Inside the autonomous future—smart cars, drones, robots, AR gear take the lead
China's EV dominance is already global, but the next front is autonomous driving. It's no longer just about the vehicle; it's about the AI-powered stack behind it: maps, sensors, monitoring, and infrastructure. For AI, smart cars aren't just another use case—they're the ultimate proving ground.
Friday 11 April 2025
Taiwan cracks down China goods falsely labeled to circumvent US tariffs
The United States has intensified efforts to prevent Chinese goods from entering the American market through third-party countries, and Taiwan is responding with decisive action.
Friday 11 April 2025
Taiwan must go beyond trade to secure strategic ties with US, industry leader says

As Washington presses pause on sweeping new tariffs—with China singled out for sharply higher rates—Taiwan is seizing the moment to deepen its economic ties with the United States. But according to one leading tech executive, Taiwan's ambitions should stretch further: beyond trade, toward a long-term strategic alliance.

Thursday 10 April 2025
90-day pause: Tariff strategy shifts into round two
The 90-day tariff suspension is a tactical move to stabilize the US economy while ramping up pressure on China, says DIGITIMES VP Eric Huang, who sees the move as the start of a new phase in trade negotiations.
Thursday 10 April 2025
Google opens network cable system for enterprise connectivity at Cloud Next '25 conference
Google has opened its vast network cable system to enterprises through the Cloud Wide Area Network (Cloud WAN) solution. This service allows cross-cloud connectivity with Amazon Web Services (AWS), Microsoft Azure, and Oracle Cloud Infrastructure (OCI), meeting the growing demand for advanced networking due to enterprise AI applications.
Thursday 10 April 2025
Dell's AI server sales outlook fails to ease profit worries
Dell Technologies Inc. gave a strong outlook for sales of servers optimized for artificial intelligence, though investors remained concerned about the profitability of these products.
Thursday 10 April 2025
Taiwan's EMS bets on Vietnam face new risks from U.S. tariff shift
EMS firms' Vietnam expansion plan could be disrupted by policy shifts, DIGITIMES analyst says in his latest report.
Thursday 10 April 2025
AI, robotics, and drones to take center stage at Hong Kong's upcoming premier tech fairs
Hong Kong is set to host its premier technology showcases this spring, as the 3rd edition of the Hong Kong International Innovation & Technology Expo (InnoEX) and the 21st spring edition of the Hong Kong Electronics Fair will take place from April 13-16, 2025 at the Hong Kong Convention and Exhibition Centre. These twin fairs serve as the core events of the city's "Business of Innovation and Technology Week" (BIT Week), spotlighting cutting-edge innovations and the latest electronics trends.
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 AI servers and stable market demand. This promising performance is expected to positively impact Foxconn's overall financial results.
Wednesday 9 April 2025
ITRI urges Taiwan industries to pursue 'blue ocean' markets with tech innovation amidst tariff headwinds
While the aggressive US tariff policy is heaping heavy pressure on Taiwan's industrial operations and strategic planning, Edwin Liu, president of the Industrial Technology Research Institute (ITRI), emphasized that Taiwan must turn this crisis into an opportunity for transformation. He urged Taiwanese industries to avoid destructive price wars in saturated markets and instead target niche or "blue ocean" opportunities, leveraging the island's technological strengths to stay ahead.
Tuesday 8 April 2025
Trump's tariffs trigger market turmoil: TSMC plunges 13.56%, Foxconn falls 18.57%, Wiwynn bucks trend
US President Donald Trump's introduction of "reciprocal tariffs" across various countries has triggered a substantial market upheaval, causing US equity markets to drop sharply over two consecutive trading days and erasing approximately US$6.6 trillion in market value. The shockwaves reached Taiwan's stock exchange, leading to consecutive declines.
Tuesday 8 April 2025
Tariff tsunami crashes into Taiwan's machine tool sector, smaller players face collapse amid bleak outlook
The ongoing US tariff offensive has dealt a heavy blow to Taiwan's already fragile machinery industry, with the machine tool sector in particular clouded by mounting concerns. Already reeling from export bans to Russia, Taiwanese machine tool makers now face intensified competition from Japan and South Korea, both benefiting from favorable exchange rates and trade agreements.
Tuesday 8 April 2025
AI server providers face tariff headwinds, DIGITIMES Research proposes two key strategies
In response to tariff barriers constructed by the US, many electronics manufacturing service (EMS) providers are developing related countermeasures.
Tuesday 8 April 2025
Tech braces for tariff tsunami: DIGITIMES analysts break down impact across six key sectors
As Donald Trump ramps up his tariff-heavy trade agenda in a bid to bring manufacturing back to US soil, Taiwan's tech and manufacturing sectors are bracing for impact—again. From auto parts to semiconductors and servers to smartphones, a sweeping new set of tariffs threatens to unravel years of global supply chain planning.
Tuesday 8 April 2025
AI server ODMs scramble to ship from Mexico amid USMCA and ongoing tariff uncertainties
The Trump administration's push for reciprocal tariffs has sent shockwaves through the global electronics industry. While the server market initially appeared shielded, a closer look reveals a complex web of adjustments and contingency planning, particularly concerning production and shipping strategies.
Monday 7 April 2025
Cloud growth drives Foxconn's March revenue to NT$552.125B
Driven by the continued growth of AI server cloud network products, system manufacturing leader Foxconn reported a revenue of NT$552.125 billion (approx. US$16.7 billion) for March 2025, bringing its total revenue for the first quarter of 2025 to NT$1.64 trillion. Foxconn stated that cloud network products are expected to maintain their growth trend in the second quarter of 2025, with operations likely to show both quarterly and yearly increases. However, close observation of the impact of global political and economic changes is still necessary.
Monday 7 April 2025
No retaliation: Taiwan aims to stabilize US trade ties after tariff hike
Taiwan President William Lai (Lai Ching-te) delivered a national address on Sunday in response to the US decision to impose a 32% tariff on Taiwanese exports, part of the Trump administration's broader "reciprocal tariff" strategy targeting multiple trade partners.
Saturday 5 April 2025
Wistron accelerates US expansion as US announces 32% tariffs on Taiwan
In a move against the US reciprocal tariffs, Taiwan-based Wistron Corporation has announced a substantial investment in a new US subsidiary focused on AI product manufacturing. The decision, revealed alongside a flurry of strategic financial moves, underscores the company's efforts to mitigate potential trade barriers and capitalize on the growing AI market.
Saturday 5 April 2025
Trump's tariff shock: Quanta hit hard, Wiwynn and Inventec catch a break
The implementation of equal tariffs by the US has taken the industry by surprise, leading to significant changes in the server supply chain. Initially, original design manufacturers (ODMs) affected by increased tariffs on Mexico were expected to face severe impacts; however, this new wave of equal tariffs has resulted in a reduced shock for them. Conversely, ODMs producing in Taiwan and Thailand are now facing fresh challenges.
Friday 4 April 2025
Will Trump's sweeping tariffs drive notebook makers back to China?
The Trump administration has implemented reciprocal tariffs globally, leaving the notebook (NB) electronics manufacturing sector in shock. Production bases in Southeast Asia, which were initially thought to be safe from these measures, have also been affected.
Friday 4 April 2025
Taiwan decries US's 32% tariff as unfair, announces NT$88 billion response plan
On April 3, US President Trump announced a reciprocal tariff scheme that will impose tariffs of up to 32% on Taiwan. In response, the Executive Yuan held a press conference on the afternoon of April 4, announcing an allocation of NT$88 billion (approximately US$2.667 billion) to counter this move. The government has also formulated nine key areas with 20 specific measures aimed at mitigating the impact of these tariffs while enhancing industrial resilience and competitiveness, ultimately achieving goals such as diversifying markets and stabilizing employment.
Friday 4 April 2025
Uncertainty in BBU and EDLC design may delay GB300 launch
Nvidia's high-end AI server, the GB300, made its official debut along with its peripheral components at Nvidia GTC 2025, with release expected in the third quarter. Market rumors suggest that the backup battery units (BBUs) and electric double layer capacitors (EDLCs) integrated into this server may transition from optional features to standard components.
Research Report Database
Wrong bet in Vietnam?
Geopolitics may bring dramatic shifts in semiconductor industry
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES