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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...
Monday 11 August 2025
Sony rides record chip profits but says US production still out of reach
Sony Group experienced a strong first quarter in fiscal year 2025, with a 2% year-on-year rise in sales. Operating profit surged by 36%, pre-tax profit increased by 24%, and net income...
Monday 11 August 2025
Samsung, SK Hynix rush to secure Nvidia's SOCAMM supply chain — before it becomes the next HBM

After vying for leadership in the high-bandwidth memory (HBM) market, South Korea's top memory chipmakers, Samsung Electronics and SK...

Monday 11 August 2025
India roundup: US doubles down tariffs on India

The US imposition of a 50% tariff on India puts the country in a difficult position, caught between...

Monday 11 August 2025
GSEO reports 43% revenue surge in July on seasonal demand

Taiwanese optical lens maker Genius Electronic Optical (GSEO) reported a robust rebound in July 2025, driven by seasonal demand from...