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Thursday 10 April 2025
Tariff tensions overshadow TSMC's robust 1Q25 performance
Taiwan Semiconductor Manufacturing Company (TSMC) reported better-than-expected revenue for March and the first quarter of 2025, easing earlier market concerns about earthquake disruptions...
Thursday 10 April 2025
2025 electronics distribution industry outlook: Navigating the opportunities and challenges
In the landscape of 2025, the electronics distribution industry presents significant opportunities and challenges. Demand across key sectors continues to climb, and by mid-year, it...
Thursday 10 April 2025
TSMC's March revenue jumps, but tariff risks cloud outlook
TSMC's March revenue surged, yet future forecasts face uncertainties. Potential US tariffs and a possible US$1 billion fine for export violations raise concerns despite strong AI...
Thursday 10 April 2025
US-China tariff clash imperils chip supply chain, May turmoil looms
The Trump administration's aggressive tariff policies have unleashed a new wave of disruption across the global electronics supply chain. Following China's retaliatory move to impose...
Thursday 10 April 2025
China's memory leaders hoard chips as US trade war bites
As the US-China trade war intensifies, Chinese memory module manufacturers are ramping up procurement efforts to secure inventory for at least two to three quarters. Industry insiders...
Wednesday 9 April 2025
Foxconn Industrial Internet reports record profits in 1Q25, with server revenue growing over 60% year-over-year
Foxconn Industrial Internet (FII), a subsidiary of Foxconn, is poised for significant revenue and profit growth in the first quarter of 2025, driven by improving shipments of next-generation...
Wednesday 9 April 2025
Taiwanese AM auto parts firms see challenges and opportunities in US tariffs
The latest US tariffs have caused widespread anxiety among automotive manufacturers around the world, as complete vehicles and components imported to the US become targets. Amid this...
Wednesday 9 April 2025
Infineon to acquire Marvell's automotive Ethernet unit for US$2.5 billion
Infineon Technologies AG has agreed to acquire Marvell Technology's automotive Ethernet business for US$2.5 billion, aiming to strengthen its automotive microcontroller (MCU) and...
Wednesday 9 April 2025
Global wafer foundry industry and status, 2025

Introduction

Wednesday 9 April 2025
Micron reportedly to surcharge US sales amid Trump tariffs
Micron Technology will reportedly add a surcharge to US product sales in response to tariffs implemented during the Trump administration. This move, aimed at offsetting import costs,...
Wednesday 9 April 2025
Micron lifts HBM market forecast as Nvidia B300 shipments loom
At its GTC event in March, Nvidia unveiled the B300 and GB300 AI accelerators, both scheduled for a mid-2025 release. The GB300, featuring significantly higher performance and power...
Wednesday 9 April 2025
Samsung pioneers with immersion cooling to tackle DRAM heat challenges and drive AI advancements
The meteoric rise of generative AI has unleashed an insatiable demand for computational power, propelling the memory industry into a fierce technological crucible. While Samsung Electronics...
Wednesday 9 April 2025
Wah Hong sees revenue surge amid China's subsidy push and tech demand
Optical film manufacturer Wah Hong reported a robust financial performance for March 2025 and the first quarter of 2025, driven by China's appliance subsidy policies and rising demand...
Tuesday 8 April 2025
Tariff turbulence hits PCs: chipmakers grapple with sliding demand, margin pressure
Donald Trump's sweeping new tariff proposal on global imports is rattling the tech supply chain. While industry insiders expect the final rates to be lower than current threats, few...
Tuesday 8 April 2025
Samsung to raise memory chip prices amid US tariff concerns
Samsung Electronics plans to increase DRAM and NAND Flash memory prices by 3-5% in response to potential new US semiconductor tariffs, according to reports from South Korean media...