Subject


Tariffs


2025-06-16

[News] U.S. Reportedly Mulls Tariff Pause Extension as China Talks Bypass Military Rare Earths

According to Reuters, during talks held in London last week, sources indicate that Beijing has yet to commit to approving exports of certain specialized rare-earth magnets used by U.S. military contractors in fighter jets and missile systems. Meanwhile, the U.S. continues to enforce export restricti...

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...

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