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Saturday 19 April 2025
Optical manufacturers cautious despite 90-day US tariff reprieve
The US has temporarily suspended reciprocal tariffs for over 75 countries for a 90-day period, creating a critical window for supply chain operators to secure orders quickly. However,...
Friday 18 April 2025
Micron challenges South Korean dominance in HBM market amid tariff protectionism
Recently, reports from South Korea claim that Micron is set to become a rising star in the HBM market, following Samsung Electronics and SK Hynix. Although Donald Trump's current...
Friday 18 April 2025
Trump reciprocal tariff impact on auto industry

Introduction

Friday 18 April 2025
SK Hynix-Hanmi alliance fractures as Korean memory giant seeks new suppliers
SK Hynix's eight-year partnership with Hanmi Semiconductor is showing signs of strain after the memory chipmaker began sourcing thermal compression bonding machines from rival Hanwha...
Friday 18 April 2025
XPeng's AI power play: homegrown chips, humanoids, and the race to the skies
At its "Global Brand Night" in Hong Kong on April 15, XPeng Motors unveiled its 2025 global flagship, the XPeng X9, and laid out an ambitious new AI roadmap. Chairman and CEO He Xiaopeng...
Friday 18 April 2025
Hanmi hikes TCB equipment prices by nearly 30% for SK Hynix, ends free maintenance
Hanmi Semiconductor has reportedly informed SK Hynix of a planned price increase for its thermal compression bonding (TCB) equipment, marking the first price hike since the South...
Friday 18 April 2025
7 key things TSMC CEO CC Wei revealed about AI, US expansion, and tariff risks
TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The...
Friday 18 April 2025
Taiwan's display makers reject US production shift
As US President Donald Trump escalates tariff tensions, Taiwan's top two display makers—AUO and Innolux—are drawing a line: relocating production to the US is not an op...
Friday 18 April 2025
Trump orders national security probe into critical minerals, threatens higher manufacturing costs
The US President Donald Trump has initiated a national security investigation into imports of critical minerals and their downstream products, including semiconductor wafers, electric...
Friday 18 April 2025
Touch Taiwan 2025: E Ink showcases '101 army' with six major panel manufacturers
E Ink has made a significant impact at Touch Taiwan 2025 by uniting 101 partners from the electronic paper supply chain to create an unprecedented area dedicated to electronic paper...
Friday 18 April 2025
Trump reciprocal tariff impact on NB industry

Introduction

Friday 18 April 2025
Manz bolsters CoPoS innovation in Taiwan, eyes US expansion
Manz, a pioneering company in semiconductor equipment, is ramping up its efforts to advance Chip-on-Panel-on-Substrate (CoPoS) technology, aiming for commercialization and broader...
Friday 18 April 2025
TSMC to base 30% of future sub-2nm production in US, says chairman C.C. Wei

Speaking during TSMC's first-quarter 2025 earnings conference, Chairman and CEO C.C. Wei emphasized that the company's decision to expand...

Friday 18 April 2025
US manufacturing surge: Foxconn's NAM board role amplifies strategic ambitions
US President Donald Trump has introduced a series of policies designed to revitalize American manufacturing and attract industries such as semiconductors to return to the US. While...
Thursday 17 April 2025
Global server supply chain status and analysis, 2023-2025
The surge in demand for AI servers, driven by the wave of AI trends, and the impact on the supply chain influenced by geopolitical factors, has made the supply chain deployment of...