Supply Chain Shift - US tariffs on China, reaching as high as 88%, triggered a significant supply chain shift in the video game console industry [1][2] - Vietnam has become a primary source for US console imports, accounting for 75% or more, due to tariffs of approximately 10% or less [2] - Key suppliers for Sony, Microsoft, and Nintendo have been establishing or expanding manufacturing and warehouse facilities in Vietnam since early 2024 [3] Production and Export - Vietnamese manufacturers experienced a substantial increase in video game console exports to the US, rising from under $30 million per month to over $400 million per month [3] Market Impact - Despite the supply chain realignment, US store shelves have remained stocked with video game consoles [4] - Consumers may have observed price increases in some older console models due to the tariffs [4] Future Outlook - Analysts predict that the production shift to Vietnam is likely to be permanent, even if tariffs are removed [3]

Trade Policy & Legal Challenges - Trump's global tariffs are facing challenges as Supreme Court justices question his authority [1]

UBS CEO Sergio Ermotti said the impact of global tariffs on the US economy and Federal Reserve monetary policy remains unclear https://t.co/F5T267H7Oz ...

Trade Policy - The US Supreme Court is requested to uphold President Trump's global tariffs [1] - The case could affect trillions of dollars in trade [1] - The outcome could grant President Trump broad new leverage over the world economy [1]

Trade Policy & Legal Challenges - Federal appeals court ruled President Trump's global tariffs were issued illegally under an emergency law [1] - The ruling deepens the legal fight over the tariffs [1] - The situation extends the chaos in global trade [1]

Economic Growth - Malaysia's economy experienced faster-than-expected growth in the second quarter [1] - The services sector was a key driver of this economic expansion [1] External Factors - Malaysia is navigating the impact of US President Donald Trump's global tariffs [1]