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In international highlights, Trump Shows Flexibility: Taiwan is likely to avoid chip tariffs with the implementation of “reciprocal tariffs” scheduled for April 2. Reports suggest that these tariffs will be more targeted, focusing on major trading partners but will exclude specific industries like automobiles and semiconductors. Taiwan, listed among the U.S. government’s “dirty 15 countries,” may escape semiconductor tariffs for now.
Industry Highlights: NVIDIA has announced the pre-order availability of its personal AI supercomputer, DGX Spark, priced at $3,999 (approximately NT$130,000). Industry experts predict shipments could begin as early as May or this summer, reflecting strong pre-order interest.
In other international news, U.S. business activity improved in March with a PMI reading exceeding expectations, driven by the service sector despite a contraction in manufacturing. Meanwhile, the PMI in the Eurozone and Japan showed mixed results, indicating slight improvements in the Eurozone’s manufacturing sector.
As Trump prepares to implement reciprocal tariffs, experts express skepticism about the effectiveness of these measures in significantly reducing the U.S. trade deficit, especially considering inflation and slowed economic growth. Additionally, since tariffs are not uniformly applied to all countries, businesses may adjust their import sources accordingly.
Event News: From March 17 to March 30, readers can earn rewards by reading articles on AI, semiconductors, and electric vehicles. Accumulate points from three articles to enter a lottery for prizes like AirPods and LINE POINTS.
Industry Focus: The U.S. is tightening controls on China’s access to semiconductor products, impacting global supply chains, including server production in Malaysia. The Malaysian government has confirmed it will monitor shipments of NVIDIA AI chips following U.S. requests.
Economic News: The Legislative Yuan’s Finance Committee recently began reviewing a proposal for the regular distribution of cash to citizens. However, the Directorate-General of Budget, Accounting and Statistics has expressed opposition to formalizing this policy.
Comprehensive Industry Update: Cathay Life has partnered with Taipei 101 to establish a new urban landmark in Taichung, creating thousands of job opportunities. The new project, known as “Land Plaza Taichung,” marks Cathay Life’s expansion into the region.
In international negotiations, a U.S. delegation is working with Ukrainian and Russian officials to establish a ceasefire in the Black Sea to ensure safe shipping routes. Both countries have agreed to halt attacks on energy infrastructure, marking a potential step toward a broader peace agreement.
China’s Economic Focus: The Chinese government is actively promoting its commercial aerospace industry to catch up with SpaceX. By 2025, it plans to launch six reusable domestically-produced rockets, aiming to close the gap in the space race with the U.S.
In recent market updates, the Taiwan Stock Exchange is experiencing uncertainty, with investment firms recommending high-yield strategies. Investors remain cautious amid tariff uncertainties as European stocks closed slightly lower.
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