CONNECT WITH US
Friday 4 July 2025
Communication suppliers respond to Trump tariffs with cautious diversification
On June 2, US President Donald Trump announced a trade agreement imposing a 20% tariff on imports from Vietnam and a 40% tariff on transshipped products. The new tariffs have garnered significant attention within the network communication industry, particularly in Taiwan, where many manufacturers have relocated production to Vietnam, targeting the US market
Friday 4 July 2025
Renesas ditches SiC to focus on MCU, GaN products for AI sector
Japanese semiconductor firm Renesas has halted mass production of silicon carbide (SiC) power semiconductors and will now launch new products including microcontroller units (MCU) for the edge AI and AIoT markets, and gallium nitride (GaN) power semiconductors for AI data centers, as the company restructures its business focus
Friday 4 July 2025
Intel's new AI accelerator may adopt HBM4? SK Hynix stresses no confirmed details
Intel recently held its AI Summit in South Korea, sharing the latest trends in artificial intelligence (AI) technology and innovative applications across various industries. The event also explored future AI development directions and cross-industry collaboration strategies. Among the highlights, cooperation between SK Hynix and Intel on high-bandwidth memory (HBM) for next-generation AI accelerators attracted significant attention
Friday 4 July 2025
US-Vietnam tariff deal narrows gap, but transshipment rules remain a black box
US President Donald Trump has confirmed a preliminary tariff framework with Vietnam that lowers duties on Vietnamese exports to the US from 46% to 20%. However, the deal includes a separate 40% tariff on transshipped goods routed through Vietnam from other countries. In return, Vietnam will eliminate all tariffs on US imports, granting American products full access to its market
Friday 4 July 2025
Vietnam tariff deal triggers SEA jitters for Taiwan's PCB supply chain
Less than a week ahead of the tariff truce deadline, US President Donald Trump announced that the Commerce Department had struck a deal with Vietnam. Under the agreement, Vietnamese exports to the US will be subject to tariffs of 20% to 40%, with the highest rate applying to goods rerouted through Vietnam from third countries
Friday 4 July 2025
Thailand moves to limit foreign workers at PCB plants amid trade tensions with China
Thailand plans to restrict foreign employment at manufacturing facilities to 70% local workers, targeting Chinese companies suspected of using the country to circumvent US import restrictions, as Taiwan and China PCB makers expand operations there
Friday 4 July 2025
Trump's Vietnam tariff deal eases some market uncertainty, but 40% transshipment clause raises new risks

President Donald Trump announced that the US has reached a new tariff agreement with Vietnam, lowering tariffs on Vietnamese exports to the US from a previously reciprocal rate of 46% to 20%. While the tech and electronics industries generally welcomed the announcement, experts say the real game-changer may lie in a lesser-discussed clause: a 40% tariff on transshipped goods. The details of its implementation—and the criteria for what qualifies as transshipment—remain unclear

Friday 4 July 2025
South Korea cuts reliance on Japanese chip materials, but faces hurdles in advanced technologies
In the high-stakes world of semiconductors, materials are everything. In South Korea, the issue became a national priority after a 2019 trade dispute with Japan sent shockwaves through its tech sector. In a tit-for-tat diplomatic standoff, Tokyo slapped export restrictions on critical chipmaking materials—photoresists, hydrogen fluoride, and polyimide. With Japanese firms controlling more than 90% of the global supply, the move threatened to derail South Korea's chip production and exposed its deep dependence on foreign suppliers
Friday 4 July 2025
New US-Vietnam tariff pact prompts display makers to double down in Vietnam
On July 2, 2025, US President Donald Trump announced a tariff agreement with Vietnam. This agreement marks the first trade deal between the Trump administration and an Asian country, excluding China, signaling a shift in US trade policy in the region
Friday 4 July 2025
Vietnam tariff negotiations mark Asia's first; optical industry acknowledges varied impact
Vietnam has become the first Asian country to complete reciprocal tariff negotiations with the US, with optical manufacturers including AOET and Ability operating production facilities in Vietnam
Friday 4 July 2025
China-India rivalry forces Foxconn to rethink manpower strategy
As 2025 begins under President Donald Trump's second term, rising trade tensions and tariffs are pushing regionalized manufacturing. In this context, Foxconn is reportedly recalling Chinese engineers from its Indian operations, highlighting the complex China-India dynamics shaping global industry
Friday 4 July 2025
Tata and Tower Semiconductor reportedly shortlisted for India's SCL upgrade
Tata Semiconductor and Tower Semiconductor have advanced to the financial bidding stage to modernize the Semiconductor Laboratory (SCL) in Mohali, Mint reports. The shortlisted firms will compete to upgrade the facility's outdated 180nm chip line with advanced equipment and long-term support
Thursday 3 July 2025
Samsung completes development of 1c DRAM, paving way for HBM4 rollout

Samsung Electronics has successfully developed its sixth-generation DRAM, known as 1c DRAM, built using a 10nm class process. The product has received internal Production Readiness Approval (PRA), signaling it has met key quality and performance benchmarks and is now in the final phase before mass production. The milestone brings Samsung one step closer to its goal of mass-producing HBM4, or fourth-generation high-bandwidth memory, in the second half of 2025

Thursday 3 July 2025
Micron tightens grip on AI memory market as Samsung certification lags
Micron Technology is stepping up its game in the competitive high-bandwidth memory (HBM) market, leveraging recent wins to boost production and capture rising demand driven by artificial intelligence (AI) platforms
Thursday 3 July 2025
Details of the US-China trade agreement remain unclear, with no consensus on rare earths and chip controls
On June 26, 2025, US President Donald Trump announced that the US had signed a trade agreement with China on June 25, which was also confirmed by China's Ministry of Commerce. From the talks in Geneva on May 11 to negotiations in London on June 10, followed by Trump's recent announcement, what exactly have the two countries agreed upon
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES