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Tuesday 6 May 2025
US tariff escalation reshapes global server supply chains
In April 2025, the US dramatically escalated its trade war with China, slapping tariffs of up to 145% on select high-tech imports. While it's still unclear whether servers are directly...
Tuesday 6 May 2025
AMD reportedly walks away from Samsung's SF4X deal, escalating foundry pressure on latter
Samsung Electronics is under intensifying pressure in its foundry business following reports that AMD has abandoned plans to adopt its advanced 4nm process, SF4X. The decision marks...
Tuesday 6 May 2025
Tariff tensions delay ABF substrate recovery as Unimicron shifts focus to CoWoS clients
Uncertainty surrounding US President Donald Trump's tariff policy has rattled global supply chains and triggered downward revisions in growth forecasts for consumer electronics and...
Tuesday 6 May 2025
SK Hynix-Hanmi Semiconductor dispute escalates, Hanwha Semitech poised to gain
A brewing conflict between SK Hynix and its long-time supplier, Hanmi Semiconductor, over thermal compression bonder (TC Bonder; TCB) equipment has intensified, potentially reshuffling...
Tuesday 6 May 2025
Looming US chip tariffs spark end product demand concerns
The US is rumored to reveal details on semiconductor tariffs in the coming days, creating tension throughout the chip industry. Due to limited feedback received by the US Department...
Tuesday 6 May 2025
Jabil reportedly to expand AirPods enclosure production with new Indian facility amid Apple relocation
Apple supplier Jabil plans to boost AirPods enclosure production in India by adding a second facility in Tamil Nadu. The move supports Apple's efforts to diversify its supply chain...
Tuesday 6 May 2025
From Biden's carrots to Trump's sticks: Chinese solar giants adapt to new US playbook
The administration of US President Donald Trump has implemented exceptionally high anti-dumping tariffs on solar modules imported from Malaysia, Vietnam, Thailand, and Cambodia. Most...
Tuesday 6 May 2025
Taiwan's industrial PC sector adapts to US tariffs with strategic localization and supply chain resilience
Taiwan's industrial PC (IPC) manufacturers are intensifying efforts to localize production and expand their presence in North America amid increasing tariff pressures from the US...
Tuesday 6 May 2025
China chokes rare earth supply—prices triple, global supply chains rattle
China's decision to tighten export controls on seven rare earth elements has sent global prices soaring more than threefold since early April, raising alarms across critical industries,...
Tuesday 6 May 2025
Samsung DS chief rushes to Silicon Valley to secure AI memory and foundry orders
YoungHyun Jun, Vice Chairman of Samsung Electronics' Device Solutions (DS) division, recently led a senior executive delegation to Silicon Valley, foregoing South Korea's extended...
Monday 5 May 2025
Huawei reportedly erects three advanced chip fabs in Shenzhen to sidestep foreign tech
Facing escalating US sanctions and export bans, Huawei is reportedly building three semiconductor fabs in Shenzhen's Guanlan district to localize its supply chain for advanced AI...
Monday 5 May 2025
Semco to start mass production of AI-use ABF substrates and trial production of glass substrates in 2Q25
Samsung Electro-Mechanics (Semco) is set to expand its advanced IC substrate business by officially ramping up mass production of IC substrates for artificial intelligence (AI) accelerators...
Monday 5 May 2025
China's 28nm foundry capacity to hit 31% by 2027 as SMIC, HLMC, Nexchip ramp up

China is rapidly expanding mature-node chip production at key sites, including SMIC's fabs in Beijing, Shenzhen, Shanghai Lingang, and...

Monday 5 May 2025
TRAQC aims to revolutionize quality assurance in additive electronics manufacturing
In an exclusive interview, Mariia Zhuldybina, CEO and co-founder of TRAQC, a Canadian startup, shared her vision for transforming quality control in additive electronics manufacturing...
Monday 5 May 2025
Taiwan's Coretronic disrupts drone market, outflanks DJI with non-red supply chain edge
Coretronic Intelligent Robotics Corporation (CIRC), a subsidiary of Taiwan's Coretronic Group, is carving a niche in the global drone market, capitalizing on its non-red supply chain...