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Monday 14 April 2025
Tech companies rush to diversify production amid US-China trade tensions
US-China trade tensions continue to escalate despite the Trump administration's partial tariff exemptions for electronics components. Major tech brands are accelerating production shifts away from China, with Apple reportedly planning to move 40% of Mac production to Vietnam
Monday 14 April 2025
Desperate Gamble: Trump's 145% tariffs on China ignite concerns of economic decoupling
As US President Donald Trump escalates tariffs on Chinese goods to a punishing 145%—adding an additional 125% on top of an existing 20% base—Zheng Yongnian, a leading Chinese political scientist and government advisor, contends that tariffs surpassing 60% have no substantive difference from an exorbitant 500%. Such steep tariffs effectively disrupt traditional trade mechanisms, pushing the two countries toward an economic "decoupling" scenario
Monday 14 April 2025
Apple was on brink of crisis before Trump tariff concession
Apple Inc. has managed to dodge its biggest crisis since the pandemic — for the moment, at least
Monday 14 April 2025
Weekly news roundup: SiCarrier lithography claims meet skepticism; Taiwan aims to stabilize US trade ties
These are the most-read DIGITIMES Asia stories from the week of April 7 – April 13
Monday 14 April 2025
CSIA issues urgent notice as new tariffs cause pricing chaos for imported chips in China
The escalation in the tariff war has affected the global chip supply chain, causing significant disruption in pricing within China's imported chip market. As a result, some OEMs have temporarily suspended price quotes and are instead adopting a wait-and-see approach, which is expected to impact IC distributors first
Monday 14 April 2025
US tariff breaks make iPhones from India 20% cheaper than China
The export of iPhones and other electronic devices from India to the US is becoming notably more cost-effective, with prices expected to be around 20% lower than those from China. This shift follows recent tariff exemptions by the US government, which will benefit manufacturers by eliminating reciprocal tariffs imposed on various electronics from China
Monday 14 April 2025
India roundup: India capitalizes on US-China trade dispute for growth
US tariffs on global trading partners are seen as beneficial to India. Apple may increase its reliance on suppliers in India due to heightened US tariffs against China
Monday 14 April 2025
China narrows AI gap with US, but investment constraints loom
According to the latest AI Index Report released by Stanford University's Human-Centered Artificial Intelligence Institute, China is rapidly catching up with the US in developing cutting-edge artificial intelligence (AI) models
Monday 14 April 2025
The Great Tech Reset 13: China's rural-to-urban strategy reshapes global tech dominance
China's "Xinchuan" initiative, a national endeavor to supplant foreign technology and imported products with homegrown capabilities, stands as a cornerstone of its industrial policy. However, the reality on the ground reveals a paradox. Vast stockpiles of semiconductor equipment, procured with fervor, languish unused. Absent sufficient orders, these machines remain dormant, underscoring a stark underutilization of China's ambitious investments in chip-making infrastructure
Monday 14 April 2025
Taiwan's solar industry caught in the crossfire of US-China tariff wars
In contrast to tariffs specifically aimed at sectors such as the automotive and semiconductor industries, US President Donald Trump's "reciprocal tariff" approach has instigated a broad and sweeping impact across global markets. Taiwanese manufacturers, who traditionally maintained limited engagement with the US market, have unexpectedly been caught in the crossfire. This policy has significantly affected Taiwan, jeopardizing its established solar industry, ongoing challenges, and future opportunities
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 severely affected, with tax rates in Thailand, Vietnam, and Cambodia reaching as high as 37% to 49%
Saturday 12 April 2025
Yaskawa Electric grapples with tariff uncertainty amid modest recovery
Yaskawa Electric has forecast an uplift in revenue and operating profit for its fiscal year 2025, spanning from March 2025 to February 2026, propelled by a moderate recovery in the semiconductor market. Despite this positive outlook, the company's expectations fall short of its initial targets set in its 2023 midterm business plan. Revenue projections have been reduced by JPY100 billion (approx. US$684.21 million), and anticipated operating profit has been decreased by JPY40 billion
Saturday 12 April 2025
China's RF unicorn OnMicro eyes IPO backed by Huawei, Xiaomi — revenue surges past US$280M

Beijing Onmicro Electronics Co. (OnMicro), a top Chinese fabless RF chip designer, filed for an IPO on the Shanghai STAR Market on March 28, 2025. The company seeks to raise around CNY2.067 billion (approx. US$281.4 million), becoming the second unprofitable firm cleared under the updated STAR Market listing rules. With backing from Xiaomi and Huawei, OnMicro aims to break the foreign stronghold on high-end RF front-end semiconductors

Saturday 12 April 2025
Samsung Electronics eyes semiconductor breakthroughs with 2nm and 1.0nm process developments

Samsung Electronics, a global leader in semiconductor manufacturing, is making significant strides in advancing its production capabilities with plans for its 2nm and 1.0nm process nodes. As the company accelerates its technological developments, these initiatives are positioned to play a critical role in Samsung's push to maintain a competitive edge in the rapidly evolving semiconductor industry

Saturday 12 April 2025
As US tariffs escalate, China explores countermeasures targeting tech and IP
The trade conflict between the US and China has intensified, with the US recently announcing an increase in tariffs on Chinese goods to 125%. This move is seen as a reaffirmation of US President Donald Trump's hardline trade stance and pushes the global trade war to new heights. The two major powers are now akin to being in a game of chicken, with both sides nearing a breaking point
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES