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Intel Corporation, a leading semiconductor manufacturer, generates 69.6% of its net sales from computing architecture products, including processors and graphics cards. Wafer manufacturing services account for 25%, while other products contribute 5.4%. Geographically, sales are distributed with 29.2% in China, 24.5% in the U.S., and significant shares in Singapore, Taiwan, and other regions.
President Trump's newly imposed tariffs, ranging from 10% to 34% on imports from China, Taiwan, and South Korea, threaten to disrupt Big Tech's AI expansion plans. The tariffs could delay significant projects like OpenAI's $500 billion Stargate initiative and may lead to reduced spending by major cloud service providers such as Microsoft, Alphabet, and Amazon, which are already facing financial pressures.
A constructive outlook remains for select BB-rated issuers and subordinated bonds, while currency volatility presents trading opportunities in key pairs. The impact of tariffs varies, with heightened pressure on Asian economies and a cautious stance on US consumer discretionary sectors due to rising import costs. European equities face lowered growth expectations, and Taiwan's market volatility is exacerbated by semiconductor tariff uncertainties. Quality bonds are rated attractive, though their appeal may shift towards diversification benefits amid rising inflation concerns. The US dollar has weakened, influenced by lower growth expectations and potential retaliatory measures from trading partners, while gold continues to serve as a hedge against geopolitical risks.
US President Donald Trump has announced a 32% tariff on imports from Taiwan as part of a new "reciprocal tariffs" policy aimed at addressing trade imbalances and boosting domestic manufacturing. The tariffs will be implemented in two phases, starting with a 10% tax on imports from all countries on April 5, followed by higher rates for specific nations, including China (34%), Japan (24%), and Vietnam (46%) on April 9. Economists warn of potential risks such as a trade war, increased inflation, and disruptions to global trade networks.
Global equities faced their worst quarter since 2023, with U.S. stocks dropping 5.6% in March amid escalating trade tensions and tariff announcements. UBS maintains a positive outlook for U.S. equities, recommending strategies for 2025 that include capitalizing on market volatility, selective investments in non-U.S. markets, and using gold and oil as hedges against geopolitical risks.
Gallant Micro Machining Co, a key supplier to TSMC, has reported record orders of NT$1 billion (approximately US$30.21 million) for 2025, driven by strong demand for advanced chip packaging technology, particularly CoWoS for AI chips. President Stone Shih noted improved order visibility extending into early 2026 and expressed optimism about growth fueled by the AI boom. The company also plans to establish a US office and production line, with the first line expected to be operational within two years.
BNP Paribas Taiwan lifted the suspension of employee representative Mr. Wu on March 17, following intervention from UNI Global Union under a new global agreement. Wu had been suspended for allegedly misusing company resources while promoting union formation, but discussions led to a resolution, allowing him to withdraw his unfair labor practice complaint. The Taiwan Federation of Financial Unions supported Wu, and both parties are now exploring cooperation on labor education and union formation.
Jollibee Foods Corporation is expanding its coffee and tea business, which includes brands like Compose Coffee and Coffee Bean & Tea Leaf, to strengthen its position in the competitive F&B market in the Philippines. This move may lead to a clash with VC-backed startups like Pickup Coffee and Zus Coffee, which are targeting younger consumers.In other news, Swiggy has launched a new B2B platform, Assure, to provide locally sourced fresh ingredients, while the IndiaAI Mission and the Gates Foundation are collaborating to enhance AI solutions across various sectors.
BNP Paribas Exane has revised its price target for Micron Technology to $75 from $70 while maintaining an underperform rating. Micron specializes in semiconductors, with a diverse product range including memory products and systems, and generates significant sales from IT infrastructure and mobile devices. The company operates 11 manufacturing sites globally, with the majority of its net sales coming from the United States.
Foxconn, the largest contract electronics manufacturer, expects its AI server revenue to surpass iPhone sales within two years, potentially as early as this year. Chairman Young Liu highlighted strong demand for AI servers, projecting revenue could reach T$1 trillion (US$30.29 billion) by 2025, making up over half of total server revenue. Additionally, revenue from cloud and networking products is anticipated to match that of smart consumer electronics like iPhones in the same timeframe.
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
intel corporation maintains strong position in semiconductor manufacturing and sales
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