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Wednesday 7 May 2025
MicroLED's Bright Future: PlayNitride CEO on geopolitical challenges, AI glasses surge, and SiPh opportunities
Micro LED technology is gaining momentum as the next big leap in display innovation. Driven by the global AI surge, China's intensifying "hundred-glasses war" in smart eyewear has...
Wednesday 7 May 2025
Samsung Vietnam factory hits 900 million smartphone milestone amid tariff headwinds
Samsung Electronics Bac Ninh factory in Vietnam has reached a milestone of producing 900 million smartphones over 17 years since production began in 2009.
Wednesday 7 May 2025
Apple's earnings reveal underlying concerns, dampens confidence in PCB supply chain
Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to...
Tuesday 6 May 2025
Chunghwa Precision hits pause on Taoyuan fab expansion as tariff risks push pivot to AI test tech
Chunghwa Precision Test (CHPT) expects steady demand for high-performance computing (HPC) orders in the second quarter and is seeing increased momentum in automotive applications...
Tuesday 6 May 2025
Tariff sleight of hand: Auto sector calls bluff on Trump's parts 'exemption'
Just ahead of the May 3, 2025 rollout of a 25% auto parts tariff, US President Donald Trump announced a narrow exemption for select components. The move eliminated layered duties...
Tuesday 6 May 2025
US tariff escalation reshapes global server supply chains
In April 2025, the US dramatically escalated its trade war with China, slapping tariffs of up to 145% on select high-tech imports. While it's still unclear whether servers are directly...
Tuesday 6 May 2025
AMD reportedly walks away from Samsung's SF4X deal, escalating foundry pressure on latter
Samsung Electronics is under intensifying pressure in its foundry business following reports that AMD has abandoned plans to adopt its advanced 4nm process, SF4X. The decision marks...
Tuesday 6 May 2025
Tariff tensions delay ABF substrate recovery as Unimicron shifts focus to CoWoS clients
Uncertainty surrounding US President Donald Trump's tariff policy has rattled global supply chains and triggered downward revisions in growth forecasts for consumer electronics and...
Tuesday 6 May 2025
SK Hynix-Hanmi Semiconductor dispute escalates, Hanwha Semitech poised to gain
A brewing conflict between SK Hynix and its long-time supplier, Hanmi Semiconductor, over thermal compression bonder (TC Bonder; TCB) equipment has intensified, potentially reshuffling...
Tuesday 6 May 2025
Looming US chip tariffs spark end product demand concerns
The US is rumored to reveal details on semiconductor tariffs in the coming days, creating tension throughout the chip industry. Due to limited feedback received by the US Department...
Tuesday 6 May 2025
Jabil reportedly to expand AirPods enclosure production with new Indian facility amid Apple relocation
Apple supplier Jabil plans to boost AirPods enclosure production in India by adding a second facility in Tamil Nadu. The move supports Apple's efforts to diversify its supply chain...
Tuesday 6 May 2025
From Biden's carrots to Trump's sticks: Chinese solar giants adapt to new US playbook
The administration of US President Donald Trump has implemented exceptionally high anti-dumping tariffs on solar modules imported from Malaysia, Vietnam, Thailand, and Cambodia. Most...
Tuesday 6 May 2025
Taiwan's industrial PC sector adapts to US tariffs with strategic localization and supply chain resilience
Taiwan's industrial PC (IPC) manufacturers are intensifying efforts to localize production and expand their presence in North America amid increasing tariff pressures from the US...
Tuesday 6 May 2025
China chokes rare earth supply—prices triple, global supply chains rattle
China's decision to tighten export controls on seven rare earth elements has sent global prices soaring more than threefold since early April, raising alarms across critical industries,...
Tuesday 6 May 2025
Samsung DS chief rushes to Silicon Valley to secure AI memory and foundry orders
YoungHyun Jun, Vice Chairman of Samsung Electronics' Device Solutions (DS) division, recently led a senior executive delegation to Silicon Valley, foregoing South Korea's extended...