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Monday 21 April 2025
IC distributor Supreme reports sharp rise in orders as us tariffs trigger stockpiling
Supreme Electronics, a Taiwan-based IC distributor, is seeing a significant uptick in customer demand and price levels as US tariff policies prompt inventory stockpiling across global...
Monday 21 April 2025
Nvidia CEO's suit diplomacy plays out amid US$5.5 billion China inventory setback
Jensen Huang's Beijing appearance in formal attire rather than his trademark leather jacket signals deeper strategic maneuvers as Nvidia navigates increasingly complex US-China tech...
Friday 18 April 2025
Yageo posts strong Q1 results, eyes growth in AI and EV sectors
Taiwanese passive component manufacturer Yageo reported first-quarter operating results that exceeded market expectations, driven by a gradual normalization of inventory levels among...
Friday 18 April 2025
Server and networking sectors drive chip order spike ahead of 90-day tariff window

Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave...

Friday 18 April 2025
Nvidia H20 China export ban creates uncertainty in server market
The US has imposed new restrictions on the export of Nvidia's H20 chip shipments to China.
Thursday 17 April 2025
US tariff uncertainty disrupts tech supply chain planning
US tariff policies continue to fluctuate, creating significantly increased uncertainty across technology supply chains and complicating business planning for global manufacturers,...
Wednesday 16 April 2025
Tariff uncertainty clouds outlook for seasonal tech demand and possible oversupply
Following the US government's imposition of broad reciprocal tariffs—targeting not only China but also nations like Vietnam and Thailand—many customers initially paused...
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...
Monday 14 April 2025
Trump's tariff exemption sparks rush in Taiwan chip sector, raising concerns for 2H25
Taiwan's semiconductor industry anticipates a surge in activity as firms race to ship products to the US during the 90-day tariff exemption period announced by President Trump for...
Saturday 12 April 2025
US's 46% reciprocal tariffs on Vietnam have clients in telecom industry halting orders
The reciprocal tariff measures implemented by US President Donald Trump officially took effect at 12:01 PM Taiwan time on April 9. Taiwanese manufacturers in Southeast Asia have become...
Friday 11 April 2025
Trump's delay of sweeping tariffs leaves Taiwan networking firms cautious
President Trump announced a 90-day delay in implementing new tariffs for over 75 countries on April 9, 2025, just hours after the equal tariffs took effect. These countries will face...
Friday 11 April 2025
Memory prices face turbulence as tariff storm looms
A looming 32% reciprocal tariff from the US on Taiwan is set to reverberate through the memory module industry, with consumer electronics demand likely to bear the brunt. Industry...
Friday 11 April 2025
Trump's China tariffs to hit 145% as 75 countries get temporary relief
The Trump administration has unveiled a new tariff policy that grants a 90-day exemption to 75 countries currently in negotiations, imposing only an additional 10% tariff, while China...
Thursday 10 April 2025
RF-SOI inventory hits inflection point as Soitec unveils next-wave tech trends
Two years ago, the semiconductor sector faced difficulties as RF-SOI inventory levels reached their highest during a downturn in the smartphone market. Nevertheless, France's Soitec,...
Thursday 10 April 2025
Tariff waves freeze global supply chains, forcing ODMs and brands to seek strategic retrenchment

Shifting tariffs have thrown global supply chains into disarray. Many clients, caught in the uncertainty, have halted shipments and paused...