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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
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
Taiwan's machinery industry caught in high tariff dilemma
Taiwan's industrial sector is reeling after Donald Trump announced a 32% reciprocal tariff, with the export-oriented machinery industry in particular facing a battle for survival...
Friday 11 April 2025
U-Best sees tariffs as manageable, eyes global expansion amidst strong growth
U-Best Innovative Technology, a subsidiary of Sun Yad Industry, remains cautiously optimistic about its 2025 prospects despite the looming uncertainties of US tariffs. General Manager...
Friday 11 April 2025
Tariff changes prompt supply chain to hit fast-forward button
The Trump administration's reciprocal tariffs have undergone another change, with a full suspension implemented within 24 hours for 90 days. However, tariffs on China have been increased...
Friday 11 April 2025
HBM helps SK Hynix claim crown as Samsung loses DRAM leadership
Surpassing Samsung in DRAM market share for the first time in its 40-year history can be attributed mainly to SK Hynix's dominance in the high bandwidth memory (HBM) market. Samsung's...
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
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
Vietnam factory plans uncertain as US tariffs cloud Taiwan touch panel makers' outlook
Touch panel manufacturers in Taiwan are navigating a complex landscape of US tariffs and fluctuating market demands. Young Fast Optoelectronics acknowledges the potential impact of...
Thursday 10 April 2025
GEM Terminal currently insulated from US tariffs thanks to China and European demands
Taiwan-based Terminal manufacturer GEM Terminal reported robust revenue growth in March 2025, buoyed by successful product launches and strategic market positioning, even as global...
Wednesday 9 April 2025
Taiwan's tech giants shine as Trump's tariff tempest rages on—But for how long?
As US President Donald Trump enforces reciprocal tariffs internationally, global financial markets experience turmoil, particularly affecting electronics hardware manufacturers. Despite...
Wednesday 9 April 2025
US tariffs upend global diversification plans, nullify '+1' supply chain strategies
US President Donald Trump has announced a sweeping new tariff regime. Among the hardest hit are Cambodia and Vietnam, with tariffs of 49% and 45%, respectively, while Thailand and...
Wednesday 9 April 2025
Global wafer foundry industry and status, 2025

Introduction

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...
Tuesday 8 April 2025
US tariffs delay notebook production, raising concerns for 2025 growth
The Trump administration has imposed reciprocal tariffs globally under the guise of equal tariffs, causing significant concerns within the notebook (NB) supply chain regarding production...