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Saturday 19 April 2025
Why 2025's consumer cycle may already be broken

The intensity of the US-China tariff and trade conflict continues to rise, with both nations facing increasing pressure. While the electronics...

Friday 18 April 2025
Micron challenges South Korean dominance in HBM market amid tariff protectionism
Recently, reports from South Korea claim that Micron is set to become a rising star in the HBM market, following Samsung Electronics and SK Hynix. Although Donald Trump's current...
Friday 18 April 2025
Trump reciprocal tariff impact on auto industry

Introduction

Friday 18 April 2025
SK Hynix-Hanmi alliance fractures as Korean memory giant seeks new suppliers
SK Hynix's eight-year partnership with Hanmi Semiconductor is showing signs of strain after the memory chipmaker began sourcing thermal compression bonding machines from rival Hanwha...
Friday 18 April 2025
Chips, China, and Congress: Nvidia and Jensen Huang's high-stakes diplomatic balancing act
Nvidia CEO Jensen Huang returned to China this week in a markedly more high-profile visit than before. According to the Financial Times, he...
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
China bans automakers from marketing "self-driving" features
China's Ministry of Industry and Information Technology has instructed nearly 60 automotive manufacturers to cease using terms like "self-driving" and "smart driving" in marketing...
Friday 18 April 2025
Hanmi hikes TCB equipment prices by nearly 30% for SK Hynix, ends free maintenance
Hanmi Semiconductor has reportedly informed SK Hynix of a planned price increase for its thermal compression bonding (TCB) equipment, marking the first price hike since the South...
Friday 18 April 2025
US manufacturing development vs. China's brand growth: Is Trump 2.0 clever strategy or miscalculation?
The implementation of US President Donald Trump's "reciprocal tariffs" was temporarily halted before it officially took effect, granting countries a 90-day negotiation buffer. As...
Friday 18 April 2025
Touch Taiwan 2025: E Ink showcases '101 army' with six major panel manufacturers
E Ink has made a significant impact at Touch Taiwan 2025 by uniting 101 partners from the electronic paper supply chain to create an unprecedented area dedicated to electronic paper...
Friday 18 April 2025
Trump reciprocal tariff impact on NB industry

Introduction

Friday 18 April 2025
SEMI reports 10% growth in global semiconductor equipment sales in 2024, reach record of US$117.1 billion

SEMI announced on April 16 that global semiconductor manufacturing equipment sales will grow by 10% in 2024, reaching a total of US$117.1...

Friday 18 April 2025
Supply chain remains cautious as TSMC's confidence boost proves limited
On April 17, TSMC reported that there were no significant changes in its growth momentum and investment plans. The company stressed that customers have not made any adjustments in...
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
Jensen Huang, in suit and tie, calls China a 'very important market' during Beijing visit

Nvidia CEO Jensen Huang visited Beijing on April 17, meeting with senior Chinese officials and clients as the company continues to navigate...