As the US-China trade war intensifies, Chinese memory module manufacturers are ramping up procurement efforts to secure inventory for at least two to three quarters. Industry insiders reveal that fears of supply chain disruptions, exacerbated by escalating tariff barriers, have prompted these firms to accelerate stockpiling. This unexpected surge in demand has bolstered upstream suppliers and supply chain operations, enabling some companies to meet sales targets ahead of schedule
In a surprising move, US President Donald Trump declared a 90-day tariff suspension for most nations, setting a universal rate of 10% to encourage trade negotiations amidst market instability. Meanwhile, tariffs on China will sharply increase to 125% immediately
Hong Kong is set to host its premier technology showcases this spring, as the 3rd edition of the Hong Kong International Innovation & Technology Expo (InnoEX) and the 21st spring edition of the Hong Kong Electronics Fair will take place from April 13-16, 2025 at the Hong Kong Convention and Exhibition Centre. These twin fairs serve as the core events of the city's "Business of Innovation and Technology Week" (BIT Week), spotlighting cutting-edge innovations and the latest electronics trends
Japan's Nikkei 225 plummeted more than 1,700 points, or over 5%, on April 9 as the latest set of US tariffs, including a massive 104% levy on Chinese imports, took effect. Rising trade tensions between the US and China have created uncertainty for businesses operating within China, including Apple. The tech giant's iPhone production is significantly dependent on Chinese manufacturing, which could be impacted by the ongoing economic dispute
Beijing's push to dominate third-generation semiconductor technology is taking shape along divergent paths, with silicon carbide (SiC) development now accelerating after overcoming technical hurdles while gallium nitride (GaN) leader Innoscience secures important legal victories in its global expansion
Samsung Electronics Executive Chairman Lee Jae-yong, currently visiting Japan, is expected to meet with Japanese Prime Minister Shigeru Ishiba to discuss potential cooperation in reviving Japan's electronics and semiconductor industries
In response to significant upheavals in both domestic and international environments, China's automotive industry is rapidly consolidating. This includes the long-rumored mergers among state-owned enterprises (SOEs), which are becoming increasingly clear. Meanwhile, foreign automakers with relatively weak manufacturing capabilities in new energy vehicles must expedite partnerships with Chinese companies; otherwise, their survival space in the Chinese market may be further squeezed
Compared to the wafer fabrication industry, which is highly restricted by equipment limitations, China's IC design sector—based on the opportunities within its domestic market—appears to have a more optimistic outlook. According to DIGITIMES, the output value of China's IC design industry reached US$35.8 billion in 2024 and is expected to grow to US$73.2 billion by 2030, achieving double-digit annual growth. From autonomous driving chips to electronic design automation (EDA) tools, China aims to cover all aspects of the semiconductor industry and cultivate domestic leaders in each field. Huawei's HiSilicon, Cambricon (AI accelerators), Horizon Robotics (ADAS), and Silergy (often referred to as "China's Texas Instruments") all play key roles in this ecosystem
The semiconductor competition in South Korea is set to intensify in early 2025, with major industry players Samsung Electronics and SK Hynix experiencing contrasting trajectories. While Samsung is likely to continue facing difficulties that started in 2024, SK Hynix is poised to sustain its leadership within the high-bandwidth memory (HBM) market through 2025
Following the announcement of the reciprocal tariff policy by US President Donald Trump, South Korean companies are thoroughly reviewing their supply chains and formulating countermeasures. Enterprises with production bases in China and Vietnam may face direct impacts, raising public concern
As US-China tech tensions intensify and a new round of tariffs looms, Chinese semiconductor equipment makers are capitalizing on a rare growth opportunity. With US President Donald Trump advocating higher tariffs on Chinese goods, the cost of importing US semiconductor tools could jump by over 30%, speeding up China's pivot to homegrown alternatives
US's reciprocal tariffs targeting around 60 countries have sparked alarm across Asia and beyond, with Apple emerging as one of the policy's most exposed corporate giants. The tech giant's reliance on manufacturing hubs in Asia could cost it billions as average tariff rates in the region soar
The meteoric rise of generative AI has unleashed an insatiable demand for computational power, propelling the memory industry into a fierce technological crucible. While Samsung Electronics continues to catch up with competitors in high-bandwidth memory (HBM), the company is proactively advancing its storage technologies. At its Xi'an facility in China, Samsung has constructed an in-house data center, embracing immersion cooling to validate the compatibility of solid-state drive (SSD) materials with cutting-edge coolants
Chinese AI startup DeepSeek has teamed up with Tsinghua University researchers to develop a new reinforcement learning framework designed to cut training costs and boost the efficiency of large language models (LLMs)
