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Friday 18 April 2025
Server and networking sectors drive chip order spike ahead of 90-day tariff window

Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave of...

Friday 18 April 2025
Nvidia H20 China export ban creates uncertainty in server market
The US has imposed new restrictions on the export of Nvidia's H20 chip shipments to China.
Thursday 17 April 2025
US tariff uncertainty disrupts tech supply chain planning
US tariff policies continue to fluctuate, creating significantly increased uncertainty across technology supply chains and complicating business planning for global manufacturers,...
Wednesday 16 April 2025
Tariff uncertainty clouds outlook for seasonal tech demand and possible oversupply
Following the US government's imposition of broad reciprocal tariffs—targeting not only China but also nations like Vietnam and Thailand—many customers initially paused...
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...
Monday 14 April 2025
Trump's tariff exemption sparks rush in Taiwan chip sector, raising concerns for 2H25
Taiwan's semiconductor industry anticipates a surge in activity as firms race to ship products to the US during the 90-day tariff exemption period announced by President Trump for...