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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
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...

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...