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Tuesday 15 April 2025
Chinese IC vendors cease quotes, shift to domestic alternatives amid trade dispute
The escalating US-China tariff conflict, now featuring tariffs exceeding 100%, is significantly impacting global tech supply chains, particularly in the semiconductor sector. This has disrupted chip procurement and pricing, especially in China's key electronics hub, Huaqiangbei, Shenzhen
Tuesday 15 April 2025
China's overcapacity and US tariff pressures threaten Taiwan's economic stability
Taiwan, heavily reliant on exports to China and the US, faces mounting challenges as both markets grapple with economic turbulence. In China, challenges in the real estate sector have resulted in significant overcapacity and weakened consumer confidence, consequently dampening demand. Across the Pacific, the US has introduced volatile tariff policies that complicate corporate planning, raising the stakes for investment and production cost decisions
Tuesday 15 April 2025
CATL reports 33% jump in net income even as battery prices fall
Chinese battery-making giant Contemporary Amperex Technology Co. Ltd. reported a 33% jump in first-quarter earnings, defying a slowdown in demand for electric vehicles and a drop in the prices of the cells that power them
Tuesday 15 April 2025
South Korean telcos race to adopt Nvidia's Blackwell GPUs in AI infrastructure push
South Korea's top telecom carriers, KT Corp. and SK Telecom (SKT), are accelerating their AI infrastructure investments by adopting Nvidia's latest Blackwell GPUs across their GPU-as-a-Service (GPUaaS) platforms and data centers—deepening the race to lead in AI transformation (AX)
Tuesday 15 April 2025
Exclusive: BYD's megawatt EV charging: Speed at what cost?
BYD recently introduced a new 1,000V high-voltage and megawatt-level charging platform. The technology, unveiled in mid-March, claims to provide up to 400 kilometers of driving range with just five minutes of charging for its updated Han L and Tang L models. This breakthrough signals BYD's ambition to significantly accelerate EV charging speeds, aiming for parity with the refueling times of conventional gasoline vehicles
Tuesday 15 April 2025
South Korea eases work-hour limits for semiconductor sector, Samsung first to benefit
In a bid to bolster its competitiveness in advanced technologies, the South Korean government has extended the maximum approval period for longer working hours in the semiconductor industry — with Samsung Electronics becoming the first company to receive the green light under the new policy
Tuesday 15 April 2025
China says 'the sky will not fall' on trade, but risks remain
As trade frictions between China and the US escalate, with the US threatening to raise tariffs once again, the State Council of China held a press conference on April 14, 2025. The General Administration of Customs released data for the first quarter of 2025 regarding imports and exports
Monday 14 April 2025
China's GPU surge defies tariff fears, fuels semiconductor boom
As the US-China tariff saga intensifies, the Trump administration's decision to delay reciprocal tariffs by 90 days offers a fleeting reprieve for the semiconductor supply chain. Despite initial expectations that tariff-related stockpiling would boost first-quarter revenues in 2025, industry sources reveal a different driver: China's voracious appetite for GPUs, spurred by its AI supply chain, has emerged as the true engine of growth
Monday 14 April 2025
US-China tariff clash escalates; hits semiconductor sector but boosts China's domestic chipmakers

Since President Donald Trump declared April 2 as "Liberation Day" and unveiled sweeping reciprocal tariffs, the US-China trade war has sharply intensified. Trump's changing tariff policy on China has now been up to 145%. China's State Council Tariff Commission responded in kind: beginning April 12, all US-origin goods entering China would face the same 125% tariff

Monday 14 April 2025
Taiwan's machinery industry girds for tariff impact; warns of Chinese dumping and origin-washing
As Taiwan's machinery industry grapples with the US's reciprocal tariffs, it seizes the 90-day buffer period and 10% initial rate to devise countermeasures. Beyond domestic subsidies, the sector's gravest concerns lie abroad: thwarting China's potential dumping, curbing origin-washing schemes, and countering the strategies of rivals Japan and South Korea
Monday 14 April 2025
China wields diplomacy and countermeasures as shield against US tariffs
China is navigating the complexities of ongoing trade tensions with the US by employing a dual strategy of diplomatic engagement and strategic countermeasures. President Xi Jinping has taken a proactive role in fostering international trade relations, emphasizing the detrimental effects of tariff conflicts, while simultaneously addressing the practical challenges posed by US trade policies
Monday 14 April 2025
DIGITIMES analysis: electronics tariffs driving three-pronged supply chain transformation
US Commerce Secretary Howard Lutnick indicated Sunday that recent tariff exemptions for electronics and semiconductor products are merely temporary, with comprehensive semiconductor tariffs likely arriving "within a month or two." The move aims to repatriate manufacturing of critical components to US soil
Monday 14 April 2025
MA-Tek sees revenue surge with strong Japanese and Chinese demand

Benefiting from contributions from Japanese laboratories and the return of large orders from Chinese clients, Materials Analysis Technology (MA-Tek), a major player in the semiconductor testing industry, reported a revenue of NT$444 million (approx. US$ 13milion) in March, a 9.51% increase from February and a 2.83% rise compared to the same period in 2024

Monday 14 April 2025
China responds to US tariff exemptions, calls them 'small step'
Amid persistent US-China trade tensions, China's Ministry of Commerce responded to a recent US tariff exemption announcement with skepticism, calling it a "limited correction rather than a meaningful policy shift"
Monday 14 April 2025
Tariff maze deepens: US duties on Chinese goods up to 245% amid policy whiplash
Since April, the Trump administration's tariff policies have undergone frequent changes, creating confusion for businesses and traders struggling to adapt. Although the White House announced on April 11 that smartphones, PCs, and other products would be temporarily exempt from reciprocal tariffs—offering tech giants like Apple some breathing room—Chinese exports to the US still face tariffs ranging from 20% to as high as 245%
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES