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US-China trade war
The escalating trade conflicts between the two superpowers are sending shockwaves across the world.
IN THE NEWS
Friday 15 May 2020
TSMC announces intention to build and operate 5nm fab in US
TSMC today announced its intention to build and operate an advanced semiconductor fab in the US with the mutual understanding and commitment to support from the US federal government...
Thursday 15 August 2019
Quanta mulling setting up new factory site in Thailand
Quanta Computer is evaluating the feasibility of setting up a new plant in Southeast Asia, with Thailand being the favorite choice. Sources familiar with the matter identified Chonburi...
Wednesday 14 August 2019
Makers mulling moving wearables production lines out of China
While the US is delaying imposing additional tariffs on some imports from China until December 15, supply chain makers are still evaluating the possibility of moving their production...
Wednesday 14 August 2019
Notebook ODMs set to move part of production outside China
The US government's latest decision to delay the impelmentation of a 10% tariff on notebook imports has not changed the minds of notebook ODMs who have already made plans to move...
Tuesday 6 August 2019
Notebook ODMs not asked to relocate further despite new tariff threat
Notebook vendors have not asked their ODMs to enforce a new round of production relocation in response to a new 10% tariff to be levied by the US on the remaining US$300 billion in...
Monday 5 August 2019
US new tariffs on Chinese imports may dim TSMC, Intel prospects
The Trump administration's latest move to slap a 10% tariff on the remaining US$300 billion worth of Chinese imports, including handsets, notebooks and TVs, starting September 1 may...
Thursday 25 July 2019
IC backend firms expanding capacities on strong demand from Huawei
Taiwan IC backend service firms are moving to carry out capacity expansions to meet increased shipment demand from Huawei and its chipmaking arm HiSilicon, which, coupled with growing...
Tuesday 16 July 2019
Taiwan backend houses to see Huawei orders pick up
Taiwan-based backend houses and COF substrate suppliers will see orders from Huawei pick up in July or August, according to industry sources.
Monday 15 July 2019
REC Silicon suspends plant amid US-China trade row
REC Silicon has disclosed it will suspend its FBR facility in Moses Lake, Washington on July 15, 2019 as its access to polysilicon market in China has not been restored.
Friday 5 July 2019
ODMs optimistic Huawei will resume notebook deliveries and developments
ODMs and other suppliers engaged in the supply chain for Huawei's notebooks have disclosed that they will be informed in two weeks' time whether deliveries and developments for the...
Tuesday 2 July 2019
Huawei order visibility for 5G chips, IC backend services to extend to year-end 2019, say makers
Taiwan's chips and IC backend service suppliers have felt a sense of relief after the US government softened its stance against Huawei, and expect their order visibility from Huawei,...
Tuesday 2 July 2019
TDDI IC supply chain turns optimistic about 2H19 on Huawei ban easing
Taiwan's handset TDDI IC supply chain for Huawei, including designers, backend COF service providers and substrate suppliers, have turned guardedly optimistic about their business...
Tuesday 2 July 2019
PCB makers deferring new equipment installation
Equipment vendors have recently seen increasing cases of PCB makers deferring new equipment installation schedules amid a weaker-than-expected outlook for 2019, according to sources...
Tuesday 2 July 2019
Chipmakers likely to post disappointing 2H19 results
Most of Taiwan-based chipmakers will likely experience a particularly weak second half of 2019, due to macro headwinds facing the chipmaking sector, according to industry observers...
Saturday 22 June 2019
G2 and Beyond: SoftBank chairman says he did not order Arm to stop shipping to Huawei
SoftBank Group chairman Masayoshi Son has disclosed that he was not invovled in Arm's decision to stop shipments to Huawei in the wake of the US ban on the Chinese handset and telecom...