Selected Topics

Selected Topics cover various major fields of the technology industry, including the semiconductor industry, green energy, and terminal devices. These specially selected reports focus on major industries, allowing readers to quickly grasp the technological advancements and trends in each field.

Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

On April 3, 2025, US President Trump announced the implementation of Reciprocal Tariffs. Subsequently, on April 5, the US federal government released a revised document, "Annex III," detailing specific tariff measures to supplement and implement the executive order. While President Trump announced a 90-day suspension of these reciprocal tariffs for various countries on April 9, this report aims to provide an in-depth analysis of the provisions in "Annex III." It will explain the institutional design, applicable conditions, and scope of exemptions. Additionally, the report will explore the impact on corporate supply chain configuration and tariff planning within the US-Mexico-Canada Agreement (USMCA) framework.

Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

President Trump, after taking office, initiated a tariff war with China, Canada, and Mexico immediately, fulfilling the commitment he made in November 2024. This report will update the latest developments and impact analysis of this event. Additionally, Trump announced that high tariffs would be imposed on certain products, specifically targeting Taiwanese semiconductor products with a 100% tariff. If this policy is implemented, it could lead to skyrocketing chip prices in the US market and exacerbate the reorganization of the global supply chain, thus resulting in a profound impact on the technology and trade markets.

CXMT’s Rapid Expansions Impacted by US Export Controls; Challenges Arise for Advanced Processes and Market Deployment

TrendForce indicates that the updated US export controls announced on January 15th, 2025, will impact CXMT's process technology, wafer input, yield rates, and market deployment. US equipment suppliers have begun withdrawing personnel from CXMT's fabs since mid-February, affecting its 2025-2026 development plans. The new regulations cover all of CXMT's process nodes, impacting not only its G4 and G4B processes but also the already mass-produced G3 process. This will lead to a downward revision of CXMT's bit output and affect its position in the server DRAM and mobile DRAM markets. In the long term, CXMT's development in the LPDDR5X and DDR5 markets will be hindered.

The Rise of DeepSeek and Trends in Agentic AI Applications

DeepSeek’s rapid rise not only highlights the role of algorithm optimization in balancing model performance and hardware efficiency but also signals a shift in AI development toward inference-driven applications. AI agents are expected to become the primary form of such applications, gradually evolving into systematic Agentic AI, enabling greater automation and goal-oriented task execution.

Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

US President-Elect Donald Trump posted unexpectedly on his social media platform Truth Social on November 26th 2024 that a large number of immigrants and drugs (especially fentanyl) are flooding into the US through Mexico and Canada, posing a significant threat to national security. Trump mentioned that he plans to sign an executive order immediately after taking office on January 20th 2025 that will impose a 25% tariff on all products from Mexico and Canada until the problems of drugs and illegal immigration are resolved.

Business Opportunities for the Global AI Ecosystem (Presentation)

1. Development of Global AI Industry Chain 2. Analysis of Cross-Modal Business Opportunities in AI 3. A Breakdown of Hardware Supply Chain 4. TRI’s View

2024 AI Industry Development Trends (Presentation)

1. Global Overview of the AI Market Development 2. The Necessity of Openness in AI Development 3. Current Applications and Development of AI 4. TRI’s View

Global Economic Outlook, 2Q23 (Presentation)

1. Global Economic Data 2. US Economic Data 3. Chinese Economic Data 4. Japanese Economic Data 5. Eurozone’s Economic Data 6. Indian Economic Data

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