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Tuesday 15 April 2025
TSMC's global expansion bolsters 'Silicon Shield' amid Intel tie-up concerns
TSMC, the world's leading chip foundry, is embarking on an unprecedented global expansion that is testing the resilience of Taiwan's "silicon shield" while drawing skepticism about...
Tuesday 15 April 2025
Trump tariffs rattle global memory market as Micron shifts costs; Samsung and SK Hynix hold steady

Following President Donald Trump's recent announcement of a sweeping "reciprocal tariffs" policy, a new wave of economic uncertainty...

Tuesday 15 April 2025
Micron reportedly secures Nvidia certification for fifth-gen 12-layer HBM3E supply
Micron Technology is advancing in the high bandwidth memory (HBM) market, historically led by South Korean giants SK Hynix and Samsung. Reports indicate that Micron has secured Nvidia's...
Tuesday 15 April 2025
How Taiwanese manufacturers adapt to fickle tariff regime
The Trump administration's evolving tariff policies are causing market uncertainty. Fluctuating tariffs pose risks to economic growth and investment, fueling fears of a downturn....
Tuesday 15 April 2025
DRAM prices climb amid tariffs; Nanya Tech eyes 2Q25 recovery
Nanya Technology, a memory manufacturer, reported a net loss of NT$1.941 billion (approx. US$60 million) in the first quarter of 2025, marking an expansion compared to the previous...
Tuesday 15 April 2025
Tariffs help US chips edge out Taiwan's IC designers? In this game, origin trumps heritage
As the US unleashes a sweeping new wave of global tariffs, speculation is swirling over whether Taiwanese IC design houses will lose ground to American rivals benefiting from tariff...
Tuesday 15 April 2025
AMD advances US chip strategy with TSMC, joining Nvidia in massive domestic shift
In a visit to Taiwan on April 15, 2025, AMD CEO Lisa Su disclosed that the company is partnering with TSMC to fabricate chips in Arizona, a development that came after a similar plan...
Tuesday 15 April 2025
Chinese IC vendors cease quotes, shift to domestic alternatives amid trade dispute
The escalating US-China tariff conflict, now featuring tariffs exceeding 100%, is significantly impacting global tech supply chains, particularly in the semiconductor sector. This...
Tuesday 15 April 2025
Taiwan eyes 20% export hit as tariff talks with US enter stormy waters
The Trump Administration's April 3 tariff proposal jolted Taiwan's export sector, only to be paused by a last-minute 90-day delay before its April 9 rollout. The abrupt shift left...
Tuesday 15 April 2025
China's overcapacity and US tariff pressures threaten Taiwan's economic stability
Taiwan, heavily reliant on exports to China and the US, faces mounting challenges as both markets grapple with economic turbulence. In China, challenges in the real estate sector...
Tuesday 15 April 2025
Tariff storm brews over PCB trade as Foxconn subsidiary delivers record 1Q
Taiwan's PCB industry delivered unexpectedly strong first-quarter results in 2025, defying seasonal norms. However, growing uncertainty over US President Donald Trump's shifting tariff...
Tuesday 15 April 2025
Taiwan IC packaging firms report strong 1Q25, but US tariff uncertainty casts shadow
Amid US-China trade tensions and the potential for new US semiconductor tariffs under President Donald Trump, Taiwan's IC packaging and testing industry is showing strong first-quarter...
Tuesday 15 April 2025
Onsemi abandons US$3.9 billion bid for Allegro MicroSystems
On April 14, 2025, Onsemi announced the termination of its pursuit to acquire Allegro MicroSystems. The company has officially withdrawn its all-cash proposal, valued at US$35.10...
Tuesday 15 April 2025
Intel sells majority stake in Altera to Silver Lake for US$4.46 Billion; Raghib Hussain named CEO
Intel has announced an agreement to sell a 51% stake in its programmable chip business, Altera, to private equity firm Silver Lake for US$4.46 billion. The deal values Altera at US$8.75...
Tuesday 15 April 2025
US launches Section 232 probe into semiconductor and equipment imports
According to a document to be published in the Federal Register on April 16, 2025, the US Department of Commerce has formally initiated an investigation into the national security...