Subject


Tariffs


2025-06-03

[News] TSMC Reportedly Reaffirms 2025 Sales Growth of 24–26%, Warns Tariffs May Push Up Prices

At its annual shareholders’ meeting on June 3, TSMC Chairman and CEO C.C. Wei addresses concerns about tariff-related risks. As noted by Central News Agency, Wei says that despite ongoing uncertainty and potential impacts from tariff policies, TSMC sees no changes in customer behavior, reaffirming...

2025-05-28

[News] U.S. Reportedly Risks $1.4T GDP Loss in 10 Years from 25% Chip Tariffs, with AI and Auto Hit Hard

Trump’s tariffs have kept the industry on alert. According to ijiwei, citing a report from the U.S. think tank Information Technology and Innovation Foundation (ITIF), implementing a blanket 25 percent tariff on semiconductor imports would lead to a 0.18 percent decline in U.S. economic growth i...

2025-05-13

[News] U.S. Cuts China Tariffs to 30%, Offering Relief to Taiwan ODMs Foxconn, Compal, and Quanta

On May 12, the U.S. and China announced a 90-day tariff reduction, cutting U.S. duties on Chinese goods from 145% to 30%. According to Economic Daily News, the move is expected to ease pressure on major contract manufacturers with significant operations in China, including Foxconn, Compal, Quanta, I...

2025-05-08

[News] Samsung Reportedly Ramps Up Galaxy S25 Production to 3.3M Units in May Ahead of Tariffs

Amid ongoing U.S. tariff uncertainty, major tech firms are adjusting their production strategies. According to TheElec, Samsung plans to boost Galaxy S25 production by 800,000 units in May, which may be related to efforts to deliver finished products to the U.S. market ahead of tariffs, as the repor...

2025-05-08

[News] Why Are Chip Giants Going Silent? Marvell, Samsung & Freeze Forecasts Amid Tariff Turmoil

As the deadline for public comments on the U.S. Section 232 semiconductor probe approaches, anxiety is mounting across the chip industry. The looming tariff decisions have cast a shadow over peak earnings season, with tech giants hesitant to issue clear forecasts amid rising geopolitical and trade t...

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