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Wednesday 28 May 2025
China's AMEC races to build 20+ chipmaking tools in bid to shed US tech ties
As US-China tech decoupling deepens, Advanced Micro-Fabrication Equipment (AMEC), a top Chinese semiconductor equipment maker, is ramping up efforts to localize its supply chain and...
Wednesday 28 May 2025
Hanmi engineers return to SK Hynix after US$30.7 million TCB order resolves dispute
The protracted dispute between Hanmi Semiconductor and SK Hynix regarding the supply of Thermo Compression Bonding (TCB) equipment has reached a resolution, with Hanmi Semiconductor...
Wednesday 28 May 2025
US chip tariffs pose biggest challenge to American firms; Trump likely to back down
The impending semiconductor chip tariff policy continues to cause concern. The semiconductor supply chain believes that if US President Donald Trump insists on imposing tariffs, it...
Wednesday 28 May 2025
Indian GaN firm taps into Japan’s semiconductor ecosystem
An India-based gallium nitride (GaN) startup is exploring partnerships with Japanese companies to strengthen its technology stack and tap into Japan's advanced semiconductor supply...
Tuesday 27 May 2025
China chip industry rises under US sanctions, Taiwan suppliers pivot
While the US-China trade war has entered a tentative truce, tensions in the semiconductor sector are escalating, placing renewed scrutiny on Taiwan's IC substrate manufacturers operating...
Tuesday 27 May 2025
Notebook supply chain treads carefully as Trump calls on Apple, Samsung to reshore production
US President Donald Trump has called on tech giants Apple and Samsung to move their manufacturing operations back to the US, surprising many in the global supply chain who were already...
Tuesday 27 May 2025
iPhone supply chain holds breath for Trump's 25% tariff threats
US President Donald Trump's latest warning of a 25% tariff on Apple's iPhone production unless it returns to the US has rattled global supply chain operators. While the threat aligns...
Tuesday 27 May 2025
Amazon expands drone delivery beyond US as supply chain diversification accelerates
Amazon Web Services outlined its drone delivery ambitions at a Computex forum, revealing Prime Air operations have moved beyond initial US and UK markets to include testing in Italy...
Tuesday 27 May 2025
Drone industry faces supply chain hurdles as market set to top US$100 billion
Amazon Web Services (AWS) officials said the global drone sector stands at a critical juncture, with significant growth potential shadowed by supply chain vulnerabilities that could...
Tuesday 27 May 2025
Who suffers as Trump targets Apple over iPhone production?
US President Donald Trump recently demanded that Apple relocate the assembly and production of iPhones to the US. Otherwise, a 25% tariff would be imposed on iPhones and other smartphones...
Monday 26 May 2025
Taiwan's President Lai calls for resilient chip alliances to counter dumping and fortify innovation
Taiwan's President Ching-te Lai, speaking at the Global Semiconductor Supply Chain Partnership Forum held in Taipei on May 23, warned that the semiconductor industry is facing increasing...
Monday 26 May 2025
TSMC's advanced packaging booms on Middle East AI orders, boost by Apple's WMCM
Semiconductor industry analysts project a bright future for TSMC's advanced packaging systems, driven by significant demand from the Middle East for AI-centric CoWoS chips and Apple's...
Monday 26 May 2025
Vietnam rising: Meiko fuels Apple’s decoupling with $351m expansion
Japanese PCB maker Meiko is ramping up its capex to JPY51 billion (US$351 million) for the fiscal year ending March 2026—a 70% increase from its earlier plan—as it accelerates...
Saturday 24 May 2025
Winners and losers in Samsung’s new camera playbook
Samsung Electronics rebalancing of its smartphone supply chain has led to a sharp divergence in first-quarter 2025 results for camera module suppliers Mcnex and Partron, with Mcnex...
Friday 23 May 2025
ACME Electronics holds steady as Wolfspeed's bankruptcy clouds global SiC supply chain

The global silicon carbide (SiC) supply chain is facing renewed turbulence, driven by weakening EV demand, aggressive market entry by...