US–China trade tensions stall orders at Canton Fair
At the 137th Canton Fair in Guangzhou—one of the world’s largest trade exhibitions—buyers are pulling back amid high U.S. tariffs approaching 145%. The freeze in orders is forcing global buyers to re-scope sourcing strategies, with businesses urgently shifting production considerations to markets like Vietnam and Cambodia.
Oil prices ease as investors await OPEC+ output decision
Ahead of an OPEC+ meeting, Brent crude dipped following investor speculation about a possible rollback of 1.65 million barrels per day of production cuts—equivalent to 1.6% of global demand. Any decision to unwind cuts prematurely could pressure energy and manufacturing sectors reliant on steady pricing.
The U.S. government has rescinded TSMC’s license-free shipping status for its Nanjing operations, mandating export approvals for advanced chipmaking tools to China starting December 2025. The move heightens tensions and puts global electronics supply chains on edge by restricting access to critical semiconductor equipment.
SEMICON Taiwan 2025 sets record as Asia’s largest semiconductor trade show
Now part of the “International Semiconductor Week,” SEMICON Taiwan 2025 boasts over 1,100 exhibitors from 56 countries, drawing more than 100,000 visitors. As the foremost gathering of global chipmakers, equipment suppliers, and technology leaders, this year’s event promises to drive cross-border innovation and strategic collaboration at scale.
TSMC doubles down on U.S. investment with $165B plan for semiconductor manufacturing
TSMC is expanding its U.S. commitment to $165 billion—adding three new fabs, two packaging facilities, and a new R&D center. This move secures long-term semiconductor supply resilience for AI-driven industries and anchors a new era of high-tech statecraft and trade.
