News tagged IC manufacturing at DIGITIMES

NEWS TAGGED IC MANUFACTURING

Friday 8 August 2025

'China for China' becomes new rulebook for Western chipmakers

Rising geopolitical tensions and trade barriers are prompting more US and European chipmakers to accelerate their "China for China" strategy — partnering with local Chinese...

Friday 8 August 2025

Beijing's grand chip merger vision falters over clashing interests

Beijing's push to restructure its fragmented semiconductor industry is running into sharp resistance. While the effort aims to strengthen...

Friday 8 August 2025

SMIC flags limited visibility for 4Q25 amid high demand, expects limited tariff impact thanks to clients' preparedness

SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company...

Friday 8 August 2025

Sony raises annual forecast despite 100% tariff risk

Despite the ongoing threat of new US tariffs on semiconductors, Sony Group has raised its financial forecast for fiscal year 2025. Media outlets, including Bloomberg and...

Friday 8 August 2025

CMMT expects market recovery after tariff and exchange rate fluctuations settle

The third quarter is traditionally a peak season, but Taiwanese panel manufacturers have gradually released news of a weaker-than-expected peak. The market is concerned about whether...

Friday 8 August 2025

GlobalWafers reframes tariff uncertainties into advantages

GlobalWafers chairperson Doris Hsu stated during its earnings call that recent currency fluctuations have somewhat suppressed revenue performance when calculated in New Taiwan Dollars...

Friday 8 August 2025

Taiwan trade negotitations holds firm amid Trump's threat of 100% chip tariffs

US President Donald Trump announced a new semiconductor tariff policy on August 6, 2025 (EST), officially declaring that tariffs under Section 232 will be imposed on chips and semiconductors...

Friday 8 August 2025

Taiwan govt pushes back on tech exodus fears, floats tax breaks

Taiwanese companies expanding operations in the US are unlikely to reverse course, even under mounting pressure from US President Donald Trump's proposed trade barriers. But senior...

Friday 8 August 2025

Trump's 100% semiconductor tariff risks second US chip shortage

US President Donald Trump unexpectedly announced on August 7, 2025, that semiconductors would face tariffs of around 100%. Taiwanese semiconductor firms are confused by the move,...

Friday 8 August 2025

The Silicon Stranglehold: Taiwan tech exporters face Washington's tariff siege

On August 7, 2025, Washington dropped the hammer. A fresh wave of "reciprocal tariffs" crashed into Taiwanese imports, sending shockwaves through an already jittery tech ecosystem...

Friday 8 August 2025

Hua Hong plays down tariff risks, cites limited exposure to US

Hua Hong Semiconductor struck a cautious yet confident tone in its second quarter 2025 earnings call, addressing tariff risks, pricing adjustments, and global partnerships while reaffirming...

Friday 8 August 2025

Imported chips to face 100% tariff under Trump plan; Apple, Nvidia to be exempt

President Donald Trump, in a sweeping move with significant implications for the global tech industry, announced on Tuesday a 100% tariff...

Friday 8 August 2025

SMIC reports mixed 2Q25 results, forecasts modest growth as stimulus boost fades

On late August 7, Semiconductor Manufacturing International Corporation (SMIC) posted mixed financial results for the second quarter of 2025, reflecting sequential softness but continued...

Friday 8 August 2025

Hua Hong Semiconductor signals optimism for 3Q25 on 12-inch ramp-up

Hua Hong Semiconductor reported second-quarter 2025 revenue of US$566.1 million, marking an 18% year-over-year increase, driven by strong momentum in its 12-inch wafer business. Net...

Friday 8 August 2025

Trump and Senate target Intel CEO over China ties, tech transfer controversy

Intel is facing mounting political pressure as both US President Donald Trump and Senator Tom Cotton scrutinize CEO Lip-Bu Tan's past investments in Chinese semiconductor firms and...

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