Counterpoint Macro Snapshot - March 2025

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Mar 8, 2025
The Counterpoint Macro Snapshot – March 2025 report analyses key global tech events, focusing on the economic and political risks affecting the tech industry. It discusses the impact of rising US-China trade tensions, including new tariffs and retaliatory measures. The report also highlights policy shifts under the Trump administration, including potential regulatory changes and the economic implications of protectionist measures on sectors such as semiconductors. Additionally, it covers China's strategic engagement with private enterprises, TSMC's US expansion, and the broader consequences for global trade and technology markets.

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Category

Industry

Macro & Geopolitics

Report Type

Report

Time period

Monthly

Summary

Published

Mar 8, 2025

Contact us

Author

Yang Wang

Yang is a Senior Research Analyst at Counterpoint Research, based out of London. Yang has 10 years of work experience with particular interest in mobile devices, ecosystems, Emerging Markets, supply chain and macro topics that affect the global technology industry. As a tech analyst he has been quoted extensively by leading financial and media outlets. Yang started his career as a management trainee at Jardine Matheson, worked in business development at a SaaS startup, and most recently held marketing and research roles at KaiOS Technologies. Yang holds a Master of Science in Management from London Business School, and a Master of Science in Psychology from the University College of London.

Archie Zhang

Archie Zhang is a Beijing-based research analyst specializing in the smartphone market.
Formerly an award-winning Financial Times journalist covering China’s tech sector, Archie brings a unique blend of industry insight and storytelling expertise to market analysis.