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US-China trade war
The escalating trade conflicts between the two superpowers are sending shockwaves across the world.
IN THE NEWS
Tuesday 6 August 2019
Notebook ODMs not asked to relocate further despite new tariff threat
Notebook vendors have not asked their ODMs to enforce a new round of production relocation in response to a new 10% tariff to be levied by the US on the remaining US$300 billion in...
Monday 5 August 2019
US new tariffs on Chinese imports may dim TSMC, Intel prospects
The Trump administration's latest move to slap a 10% tariff on the remaining US$300 billion worth of Chinese imports, including handsets, notebooks and TVs, starting September 1 may...
Tuesday 30 July 2019
MCU maker Holtek sees most Q319 orders entail short lead time
MCU specialist Holtek Semiconductor has seen mostly short-lead time orders in the third quarter amid impacts of the US-China trade war, and expects to post a slight revenue decrease...
Tuesday 30 July 2019
HPE nets double-digit revenue increases in Taiwan
IT brands have seen better-than-expected sales in the Taiwan market so far in 2019 as many Taiwanese investors have returned home from China amid the US-China trade war, according...
Thursday 25 July 2019
IC backend firms expanding capacities on strong demand from Huawei
Taiwan IC backend service firms are moving to carry out capacity expansions to meet increased shipment demand from Huawei and its chipmaking arm HiSilicon, which, coupled with growing...
Friday 19 July 2019
Taiwan passive components makers actively moving to develop 5G RF, antenna products
Lackluster terminal market demand has prompted Taiwan's leading passive components makers Yageo and Walsin Technology to step up implementing new development roadmaps for the next...
Wednesday 17 July 2019
TrueLight doing well in consumer application market for VCSEL
Taiwan-based TrueLight, dedicated to providing optoelectronics semiconductors including VCSEL components, is expected to see revenues from shipments of VCSEL devices for smartphone...
Tuesday 16 July 2019
Taiwan backend houses to see Huawei orders pick up
Taiwan-based backend houses and COF substrate suppliers will see orders from Huawei pick up in July or August, according to industry sources.
Monday 15 July 2019
Foxconn likely to rely on new acquisitions to build semiconductor ecosystem
Foxconn Technology Group, gearing up to build its own semiconductor ecosystem, is expected to activate a new round of acquisition deals to fill up the gaps in its supply chain, according...
Monday 15 July 2019
REC Silicon suspends plant amid US-China trade row
REC Silicon has disclosed it will suspend its FBR facility in Moses Lake, Washington on July 15, 2019 as its access to polysilicon market in China has not been restored.
Friday 12 July 2019
Taiwan top-3 IC designers to see rosy performances in 3Q19
Taiwan's top-3 IC designers MediaTek, Novatek Microelectronics and Realtek Semiconductor are expected to enjoy strong shipment and revenue increases in the third quarter of 2019,...
Thursday 11 July 2019
TSMC 2H19 performance hinges mostly on new iPhones sales
TSMC's better-than-expected revenues for second-quarter 2019 in defiance of some operational hiccups may have come as a confidence boost, but a spate of variables may affect the pure-play...
Tuesday 9 July 2019
Semiconductor supply chain needs at least 3 months to digest inventory
It will take at least three months for global semiconductor inventories to be digested while semiconductor supply chain players are still plagued by overcapacity and clients' conservative...
Friday 5 July 2019
ODMs optimistic Huawei will resume notebook deliveries and developments
ODMs and other suppliers engaged in the supply chain for Huawei's notebooks have disclosed that they will be informed in two weeks' time whether deliveries and developments for the...
Tuesday 2 July 2019
Huawei order visibility for 5G chips, IC backend services to extend to year-end 2019, say makers
Taiwan's chips and IC backend service suppliers have felt a sense of relief after the US government softened its stance against Huawei, and expect their order visibility from Huawei,...