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Thursday 17 April 2025
Tariff exemptions spur urgent orders, but capacity and cost pressures cloud US smartphone outlook
The US's recent decision to exempt 20 categories of goods—including notebooks, smartphones, tablets, and processors—from tariffs has sparked a wave of urgent procurement...
Wednesday 16 April 2025
TSMC hikes 4nm pricing; US clients scramble under tariff pressure
US President Donald Trump's sweeping new tariffs are already forcing semiconductor firms to rethink production strategies. Supply chain sources say high costs at TSMC's Arizona fab...
Wednesday 16 April 2025
Humanoid robot boom face production bottlenecks as demand outpaces capacity
The global humanoid robot sector is witnessing increasing momentum, fueled by intensifying US-China competition and notable advancements in Europe. However, despite growing market...
Tuesday 15 April 2025
DRAM prices climb amid tariffs; Nanya Tech eyes 2Q25 recovery
Nanya Technology, a memory manufacturer, reported a net loss of NT$1.941 billion (approx. US$60 million) in the first quarter of 2025, marking an expansion compared to the previous...
Tuesday 15 April 2025
US launches Section 232 probe into semiconductor and equipment imports
According to a document to be published in the Federal Register on April 16, 2025, the US Department of Commerce has formally initiated an investigation into the national security...