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Wednesday 9 April 2025
Alibaba chases international AI users with new Qwen upgrades
Alibaba Group's cloud division is upgrading its suite of artificial intelligence tools available overseas in a push for more global customers
Wednesday 9 April 2025
Samsung pioneers with immersion cooling to tackle DRAM heat challenges and drive AI advancements
The meteoric rise of generative AI has unleashed an insatiable demand for computational power, propelling the memory industry into a fierce technological crucible. While Samsung Electronics continues to catch up with competitors in high-bandwidth memory (HBM), the company is proactively advancing its storage technologies. At its Xi'an facility in China, Samsung has constructed an in-house data center, embracing immersion cooling to validate the compatibility of solid-state drive (SSD) materials with cutting-edge coolants
Wednesday 9 April 2025
DeepSeek, Tsinghua unveil leaner path to smarter AI
Chinese AI startup DeepSeek has teamed up with Tsinghua University researchers to develop a new reinforcement learning framework designed to cut training costs and boost the efficiency of large language models (LLMs)
Tuesday 8 April 2025
Naura rides 44% profit surge, expands grip on China's semiconductor sector

Naura Technology, a leading Chinese semiconductor equipment provider, reported its fiscal year 2024 results and issued guidance for the first quarter of 2025 on April 8, highlighting sustained growth in both revenue and net income

Tuesday 8 April 2025
South Korean firms' decades-long US cultivation: Shield against protectionism?
On April 2, 2025, US President Donald Trump announced a new round of tariffs, imposing rates as high as 46% on products from Vietnam, 34% on those from China, 32% on Indonesia, and 26% on goods from India—key regions where many South Korean companies have production hubs. This escalation threatens to disrupt the complex global supply chains of these firms. However, for businesses like Hanwha Solutions and OCI, which run solar energy plants in the US, the changing geopolitical landscape could strengthen their competitive position
Tuesday 8 April 2025
Samsung to raise memory chip prices amid US tariff concerns
Samsung Electronics plans to increase DRAM and NAND Flash memory prices by 3-5% in response to potential new US semiconductor tariffs, according to reports from South Korean media. The global tech giant is currently negotiating these price adjustments with major clients, with some customers already beginning contract discussions based on the anticipated increases
Tuesday 8 April 2025
Apple suppliers in China say US tariffs have limited impact — but risks are rising

On April 7, multiple Chinese Apple suppliers responded to the Trump administration's newly announced "reciprocal tariffs." Reports from Xinhua and Sina show that many A-share listed firms downplayed their US exposure and said the policy would have minimal operational impact. They also cited diversified production and flexible strategies to manage risk

Tuesday 8 April 2025
Trump threatens extra 50% tariffs as China stands ground in escalating trade fight; EU proposes 25% retaliatory tariff
US President Donald Trump said he has no plans to suspend tariffs to facilitate trade negotiations, calling this the country's only chance to rebuild its industrial base. He warned that if China does not roll back its 34% retaliatory tariffs on US goods, Washington will slap an additional 50% tariff on Chinese imports, raising the total rate to 104%
Tuesday 8 April 2025
US reciprocal tariffs deal blow to Chinese, Taiwanese manufacturers in Vietnam
On April 2, US President Donald Trump signed an executive order launching a new wave of "Liberation Day" reciprocal tariffs on major trading partners, including China, Taiwan, the EU, Japan, South Korea, Vietnam, Thailand, India, and Malaysia. Rates range from 10% to 46%, with Vietnam hit hardest. China's overall tariff will rise to 54% when a new 34% levy is added to the existing 20%. The measures take effect on April 9, 2025
Tuesday 8 April 2025
Kumamoto prefecture: TSMC's Japan investment undeterred by Trump tariffs
Kumamoto Governor Takashi Kimura recently affirmed that Taiwan Semiconductor Manufacturing Company's (TSMC) commitment to its investments in Japan, particularly in Kumamoto Prefecture, remains steadfast despite tariff escalation threats from the Trump administration. Speaking to Nikkei, Kimura emphasized that the Japan Advanced Semiconductor Manufacturing (JASM) facility, a TSMC subsidiary, was established to cater to domestic Japanese demand. He further noted that assurances of continued investment have come directly from TSMC's headquarters, minimizing the impact of US tariffs on its Japanese operations
Tuesday 8 April 2025
Motherboard makers to halt US shipments by April 9, Japan's CKD plan offers potential relief
The Trump administration's reciprocal tariffs have disrupted global electronics, with mainboard manufacturers shipping to the US until April 9, after which suppliers will halt shipments, sparking a rush to handle inventory and plan for an uncertain future
Tuesday 8 April 2025
Apple, Samsung in tariff crosshairs, Chinese brands watch for aftershocks
US President Donald Trump's latest tariff policy has rattled global markets, pushing industries into rapid damage assessment. While most tech products face varying levels of impact, the smartphone sector appears less directly affected—except for Apple and Samsung, which together dominate the US mobile market
Tuesday 8 April 2025
IC distributors brace for inevitable tariff cost pass-through with potential supply chain adjustments

President Donald Trump's reciprocal tariff policy has sent shockwaves across global markets. Although many countries have since proposed countermeasures, it's expected that these tariffs will lead to significant adjustments in product prices, with the tariff costs gradually passed down the supply chain to end consumers. Supply chain professionals emphasize that the key issue will be how much flexibility and acceptance the market has for these added costs

Tuesday 8 April 2025
Chinese Apple product suppliers shift tariff burden to importers
Trump's reciprocal tariffs have thrown the Apple supply chain into a state of flux, highlighting the intricate web of global manufacturing and the escalating trade war. While Chinese manufacturers initially relocated production to Southeast Asia to circumvent previous US-China tariffs, the recent imposition of levies on Southeast Asian nations has forced them to adopt new strategies
Tuesday 8 April 2025
After high-level phone talks, US prioritizes Japan for tariff negotiations
Japanese Prime Minister Shigeru Ishiba and US President Donald Trump have agreed to initiate bilateral discussions on tariff measures, following a phone conversation on April 7. Prime Minister Ishiba conveyed Japan's deep concerns about the potential impact of US tariffs on Japanese companies' investment capabilities, prompting both nations to assign relevant ministers to commence negotiations
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES