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Friday 11 April 2025
Tariffs bite into US chipmakers—South Korea and Europe fill in the gaps
US President Donald Trump has reignited trade tensions with 145% tariff on Chinese imports. Beijing responded in kind, imposing an identical 84% levy on US goods. The escalating trade war is rattling the global semiconductor supply chain and intensifying uncertainty across the tech sector
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Saturday 12 April 2025
US's 46% reciprocal tariffs on Vietnam have clients in telecom industry halting orders
The reciprocal tariff measures implemented by US President Donald Trump officially took effect at 12:01 PM Taiwan time on April 9. Taiwanese manufacturers in Southeast Asia have become severely affected, with tax rates in Thailand, Vietnam, and Cambodia reaching as high as 37% to 49%
Saturday 12 April 2025
Yaskawa Electric grapples with tariff uncertainty amid modest recovery
Yaskawa Electric has forecast an uplift in revenue and operating profit for its fiscal year 2025, spanning from March 2025 to February 2026, propelled by a moderate recovery in the semiconductor market. Despite this positive outlook, the company's expectations fall short of its initial targets set in its 2023 midterm business plan. Revenue projections have been reduced by JPY100 billion (approx. US$684.21 million), and anticipated operating profit has been decreased by JPY40 billion
Saturday 12 April 2025
China's RF unicorn OnMicro eyes IPO backed by Huawei, Xiaomi — revenue surges past US$280M

Beijing Onmicro Electronics Co. (OnMicro), a top Chinese fabless RF chip designer, filed for an IPO on the Shanghai STAR Market on March 28, 2025. The company seeks to raise around CNY2.067 billion (approx. US$281.4 million), becoming the second unprofitable firm cleared under the updated STAR Market listing rules. With backing from Xiaomi and Huawei, OnMicro aims to break the foreign stronghold on high-end RF front-end semiconductors

Saturday 12 April 2025
Samsung Electronics eyes semiconductor breakthroughs with 2nm and 1.0nm process developments

Samsung Electronics, a global leader in semiconductor manufacturing, is making significant strides in advancing its production capabilities with plans for its 2nm and 1.0nm process nodes. As the company accelerates its technological developments, these initiatives are positioned to play a critical role in Samsung's push to maintain a competitive edge in the rapidly evolving semiconductor industry

Saturday 12 April 2025
As U.S. tariffs escalate, China explores countermeasures targeting tech and IP
The trade conflict between the US and China has intensified, with the US recently announcing an increase in tariffs on Chinese goods to 125%. This move is seen as a reaffirmation of US President Donald Trump's hardline trade stance and pushes the global trade war to new heights. The two major powers are now akin to being in a game of chicken, with both sides nearing a breaking point
Friday 11 April 2025
US tariff hike threatens SEA PCB investments, industry faces uncertainty ahead of 2025 expansion

The sudden imposition of hefty tariffs by the US has caught Taiwanese manufacturers off guard, particularly those who have recently shifted production capacity to Southeast Asia. Thailand and Vietnam have been hit with tariffs as high as 37% and 46%. With 2025 marking the peak of new PCB production capacity expansion in Thailand, this tariff news has shaken the industry

Friday 11 April 2025
Rising US-China tensions put American consumer tech brands at risk in China

The escalating US-China trade conflict is placing consumer electronics and high-tech industries at the center of geopolitical strain. As trade barriers rise and nationalism grows, American brands such as Apple and Tesla are increasingly vulnerable in the Chinese market, facing both regulatory headwinds and shifting consumer sentiment

Friday 11 April 2025
Southeast Asian manufacturing hubs get temporary reprieve as Trump targets China directly with 145% tariff
The Trump administration has fully suspended its recently announced reciprocal tariffs on Taiwan, Vietnam, and Thailand for 90 days, while simultaneously increasing tariffs on China to 145%. This suspension was implemented within 24 hours of the original tariff announcement
Friday 11 April 2025
Samsung redirects foundry talents to HBM business, stirring internal tensions

In a strategic pivot aimed at bolstering its high-bandwidth memory (HBM) operations, Samsung Electronics has begun reassigning personnel from its semiconductor division's foundry unit to its growing HBM business. The move, however, has sparked internal debate and raised concerns about the company's long-term competitiveness in the foundry sector, especially against rival TSMC

Friday 11 April 2025
Apple's China suppliers struggle as G2 trade war forces costly decoupling
As the US-China trade conflict escalates once again, both countries are imposing steep tariffs on each other, pushing global supply chains into a period of heightened uncertainty. The US continues to tighten restrictions on China's tech sector, while Beijing accelerates its "de-Americanization" campaign—aimed at reducing reliance on American technology and promoting domestic alternatives. This decoupling of two major economies is reshaping trade dynamics and putting unprecedented pressure on manufacturers embedded in cross-border supply chains
Friday 11 April 2025
Taiwan cracks down China goods falsely labeled to circumvent US tariffs
The United States has intensified efforts to prevent Chinese goods from entering the American market through third-party countries, and Taiwan is responding with decisive action
Friday 11 April 2025
Apple and TSMC face challenges ahead of 2nm chip launch
The United States' reciprocal tariffs officially took effect on April 9, 2025. However, within 24 hours, President Donald Trump announced a 90-day suspension for most trading partners, during which a reduced 10% tariff would apply. The suspension excluded China. Instead, Trump raised tariffs on Chinese imports to 145%
Friday 11 April 2025
Accton's AI boom meets tariff uncertainty
Taiwanese networking devices provider Accton Technology has reported a surge in revenue, driven by escalating demand for AI accelerators. The company's first-quarter performance reflects the burgeoning AI market's impact, though US tariffs cast a shadow over prospects
Friday 11 April 2025
Taiwan, US experts warn of shifting AI landscape among trade tensions
As global trade dynamics evolve and AI reshapes economies, former Taiwanese Minister John Deng and Intel's ex-Chief Trade Officer Jeff Rittener offered sobering insights into the semiconductor industry's future, highlighting Taiwan's strategic dilemmas and the ripple effects of US tariff policies
Friday 11 April 2025
India's Suchi Semicon to begin production this month, expands global ties and workforce
India-based OSAT startup Suchi Semicon is preparing to begin commercial production in April, less than a month after completing successful trial runs, its founder Shetal Mehta told Digitimes Asia
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES