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Thursday 17 April 2025
Nvidia H20 export restrictions: local AI chips in China see opening
Following Nvidia's announcement of its latest production plans in the US, the company has received notification from the US Department of Commerce (DOC) that its downgraded H20 products...
Thursday 17 April 2025
Innolux CEO responds to FOPLP delays
Innolux, a major display panel maker, is intensifying its push into Fan-Out Panel Level Packaging (FOPLP), a next-gen semiconductor packaging technology. While the company is positioning...
Thursday 17 April 2025
Collateral damage in chip war: Intel and TI suffer, AMD rises
The US Department of Commerce has confirmed that lower-spec AI chips—such as Nvidia's H20 and AMD's MI308—now require export licenses for shipment to China. The move signals...
Thursday 17 April 2025
Jack Ma's resurgence: Who stands to gain from Trump 2.0?
China's economy has endured a series of profound shocks, beginning with the stringent pandemic lockdowns, followed by the collapse of Evergrande and the financial crisis at Country...
Thursday 17 April 2025
ASML to pass tariff costs to US customers, gain three High NA EUV customers
After disclosing that it would discontinue quarterly order reporting starting in the second quarter of 2025, ASML executives highlighted in their latest earnings call that tariff...
Thursday 17 April 2025
Taiwan's AI server supply chain strains under pressure as TSMC expands US commitments
Taiwan's tech giants are grappling with rising costs and logistical hurdles as they follow TSMC into the US, responding to pressure from Washington to localize advanced semiconductor...
Thursday 17 April 2025
AMD sees US$800 million charge from export curbs on AI chips
Advanced Micro Devices Inc. said it expects to take a charge of as much as US$800 million after the Trump administration put new restrictions on semiconductor exports to China.
Thursday 17 April 2025
Taiwan’s chip dominance faces new test as Trump targets tech reshoring
Donald Trump’s evolving trade policies could introduce significant uncertainty for global economies and supply chains, including those of the United States. Taiwan’s semiconductor...
Thursday 17 April 2025
From Belgium to Beijing: Melexis rewires its China strategy with local manufacturing muscle

Melexis, a Belgian semiconductor supplier, unveiled a new China strategy on April 16, marking a deeper push into localization and regional...

Wednesday 16 April 2025
Commentary: No Computex, but Taiwan remains key to AMD's US plans
AMD CEO Lisa Su arrived in Taiwan on April 13, 2025, becoming the first global semiconductor executive to visit the island after the US government threatened to impose a wave of reciprocal...
Wednesday 16 April 2025
Tariff uncertainty clouds outlook for seasonal tech demand and possible oversupply
Following the US government's imposition of broad reciprocal tariffs—targeting not only China but also nations like Vietnam and Thailand—many customers initially paused...
Wednesday 16 April 2025
Applied Materials acquires 9% stake in BE Semiconductor Industries to strengthen hybrid bonding partnership
In a press release, Applied Materials announced it had acquired a 9% stake in Dutch semiconductor assembly equipment maker BE Semiconductor Industries, marking a deeper commitment...
Wednesday 16 April 2025
TSMC hikes 4nm pricing; US clients scramble under tariff pressure
US President Donald Trump's sweeping new tariffs are already forcing semiconductor firms to rethink production strategies. Supply chain sources say high costs at TSMC's Arizona fab...
Wednesday 16 April 2025
ASML delivers 46% YoY revenue growth in 1Q, flags margin pressure ahead
ASML, the global leader in semiconductor lithography systems, posted a strong year-over-year revenue gain for the first quarter of 2025, alongside its highest gross margin in over...
Wednesday 16 April 2025
Beyond tariffs: Taiwan's tech titans call for global focus, strategic patience

As the US continues to recalibrate its trade posture with sweeping reciprocal tariffs, Taiwanese technology leaders are urging measured...