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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...
Thursday 10 April 2025
Taiwan works to ensure stable trade amid US tariff back-and-forths
The changing tariff policies have sent shockwaves, placing significant pressure on manufacturers, exporters, importers, and shipping operators worldwide. With Taiwan's economy heavily...
Tuesday 8 April 2025
Motherboard makers to halt US shipments by April 9, Japan's CKD plan offers potential relief
The Trump administration's reciprocal tariffs have disrupted global electronics, with mainboard manufacturers shipping to the US until April 9, after which suppliers will halt shipments,...
Tuesday 8 April 2025
AI server ODMs scramble to ship from Mexico amid USMCA and ongoing tariff uncertainties
The Trump administration's push for reciprocal tariffs has sent shockwaves through the global electronics industry. While the server market initially appeared shielded, a closer look...
Wednesday 2 April 2025
Taiwanese electronics industry thrives with AI Demand, but Trump's upcoming tariffs raise economic concerns

Taiwan's electronics component industry has benefited from strong demand driven by AI and high-performance computing applications, with...

Wednesday 26 March 2025
Micron breaks the 'memory wall' with Nvidia: SOCAMM, HBM3E now shipping
Micron Technology showcased its latest AI-optimized memory technologies at GTC 2025, unveiling advanced DRAM solutions designed for data center and high-performance computing (HPC)...
Monday 17 March 2025
Compal to participate in Nvidia GTC 2025
Compal Electronics has announced its participation in Nvidia GTC 2025 (March 17 - March 20), where it will showcase the latest technological breakthroughs in the AI-HPC GPU server...
Tuesday 11 February 2025
Apple updates iPad and Mac products; supply chain remains active during off-peak season
The supply chain has reported that Apple recently initiated updates for its iPad and Mac product lines, primarily transitioning to Apple's own chips. As related suppliers have begun...
Monday 3 February 2025
YMTC reportedly begins shipping fifth-generation 3D TLC NAND flash with 294 layers
In a significant advancement for China's semiconductor industry, Yangtze Memory Technologies Co. (YMTC) has achieved a new milestone with its fifth-generation 3D TLC NAND flash memory...
Friday 17 January 2025
Tighter US regulations on 16/14nm impact Chinese AI firms amid uncertainties in networking and automotive sectors
The US has introduced stricter export controls on chips with 30 billion transistors at 16/14nm nodes to limit Chinese access to advanced processors. Industry sources indicate that...
Monday 13 January 2025
Blackwell revenue set to surpass Hopper in early 2025, says Nvidia's Jensen Huang
Nvidia CEO Jensen Huang announced at the 2025 Consumer Electronics Show (CES 2025) that Nvidia and its partners have begun full-scale production of the Blackwell GPU for artificial...
Thursday 9 January 2025
Largan unveils robotics progress, confirming shipments to multiple customers
Largan held an earnings call on January 9, where chairman En-Ping Lin discussed future trends in lens specifications and dedicated significant time to unveiling the latest developments...
Friday 3 January 2025
China's Horizon Robotics targets 10 million automotive chips in 2025
Horizon Robotics, a Chinese manufacturer of intelligent driving chips, has announced its goal of shipping over 10 million chips in 2025, positioning itself to become the first Chinese...
Friday 15 November 2024
Taiwan IC design houses remain optimistic despite trade and war tensions
Taiwan-based IC design houses remain optimistic despite concerns about trade disputes potentially escalating following Donald Trump's win in the US presidential election. Two of the...
Wednesday 6 November 2024
GF faces penalties for shipments to SJS despite SMIC, JCET divesting stakes
The US Department of Commerce's Bureau of Industry and Security (BIS) announced on November 1 that GlobalFoundries (GF), a US semiconductor foundry, has been fined US$500,000 for...