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Tuesday 12 August 2025
DDR4 contract prices surge in 3Q25 as Nanya and Winbond lead the rally
Tight supply of DDR4 DRAM has pushed contract prices into a sharp upward trajectory starting in the third quarter of 2025. Recently, senior procurement executives from major US-based...
Tuesday 12 August 2025
Samsung DDR4 EOL uncertainty clears, tariffs threaten 2H25 momentum
Contract prices for memory chips have strengthened in the third quarter of 2025, but rumors have swirled surrounding Samsung Electronics slowing down the end-of-life (EOL) for DDR4...
Tuesday 12 August 2025
Taiwanese suppliers face uncertain returns as US EV startups falter
A dismal round of earnings from US electric vehicle manufacturers — led by Tesla and followed by startups Rivian and Lucid — is sending shockwaves through the global supply...
Tuesday 12 August 2025
CviLux core business transformation yields results, optimistic about AI-driven growth in 2H25
Connector and electronic component manufacturer CviLux has recently launched a diversified product portfolio and adjusted its global production strategy, with server and networking...
Tuesday 12 August 2025
Sony shifts PS5 production out of China to dodge US tariffs
Sony has made strategic shifts in its PlayStation 5 (PS5) supply chain to mitigate the impact of US tariffs, according to statements from CFO Hiroki Totoki during the company's fiscal...
Tuesday 12 August 2025
Global manufacturing shift to regional production proves unstoppable despite Trump tariff relief
US President Donald Trump announced that Apple will gain tariff exemptions as part of a US$600 billion investment push in the US. While this move is designed to alleviate supply chain...
Tuesday 12 August 2025
Apple bets on automation to maintain supply chain consistency across borders
Apple has obtained a broad exemption from US import tariffs on its products, a move that has triggered industry-wide speculation about whether this could slow the company's efforts...
Tuesday 12 August 2025
Samsung's potential US$50 billion US chip expansion puts pressure on TSMC
Samsung Electronics is reportedly weighing a major expansion of its semiconductor investments in the US, a move that could push total spending to US$50 billion after securing multibillion-dollar...
Tuesday 12 August 2025
EV slowdown pushes US LFP batteries toward grid storage and hyperscalers
The US lithium iron phosphate (LFP) battery industry is transforming due to policy changes, such as vehicle and parts tariffs, proposed cuts to electric vehicle subsidies under the...
Tuesday 12 August 2025
Ichia secures orders from major US firms for optical communication products, eye double-digit revenue share by 2027
Ichia Technologies reported a strong first half of 2025, with revenue climbing 20% above expectations. CEO Eric Tseng noted that while some consumer orders were pulled forward to...
Monday 11 August 2025
Toshiba's Japan Semiconductor to boost foundry output 50% by 2029, eyes SiC and GaN chips
Japan Semiconductor, a chipmaker under Toshiba, is seeking to significantly expand its contract chip manufacturing operations, aiming to lift output by 50% from 2024 levels by the...
Monday 11 August 2025
Samsung reportedly planning to produce iPhone image sensors in Texas, but keep packaging in Korea
Samsung Electronics will build a CMOS image sensor (CIS) production line at its Austin, Texas, semiconductor facility for Apple's next-generation iPhones, but the chips' back-end...
Monday 11 August 2025
Exclusive: Apple reportedly preparing US$599 MacBook to capture more laptop market share
Apple is preparing to shake up the notebook market with an all-new ultra-low-cost MacBook, according to supply chain sources. Some components are expected to enter mass production...
Monday 11 August 2025
GlobalWafers partners with Apple to bolster US chip supply chain, expand advanced wafer production
Sino-American Silicon Products Group (SAS) recently announced that its subsidiary, GlobalWafers, has entered a strategic partnership with Apple to target the US market jointly. The...
Monday 11 August 2025
TSMC fine-tunes advanced packaging, delays projects, and trims low-return ops
Taiwan Semiconductor Manufacturing Co. (TSMC) has undergone a reorganization of its advanced packaging capacity and workforce, even as it publicly emphasizes expansion efforts. The...