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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...
Friday 11 April 2025
Trump's delay of sweeping tariffs leaves Taiwan networking firms cautious
President Trump announced a 90-day delay in implementing new tariffs for over 75 countries on April 9, 2025, just hours after the equal tariffs took effect. These countries will face...
Friday 11 April 2025
Memory prices face turbulence as tariff storm looms
A looming 32% reciprocal tariff from the US on Taiwan is set to reverberate through the memory module industry, with consumer electronics demand likely to bear the brunt. Industry...
Friday 11 April 2025
Trump's China tariffs to hit 145% as 75 countries get temporary relief
The Trump administration has unveiled a new tariff policy that grants a 90-day exemption to 75 countries currently in negotiations, imposing only an additional 10% tariff, while China...
Thursday 10 April 2025
RF-SOI inventory hits inflection point as Soitec unveils next-wave tech trends
Two years ago, the semiconductor sector faced difficulties as RF-SOI inventory levels reached their highest during a downturn in the smartphone market. Nevertheless, France's Soitec,...
Thursday 10 April 2025
Tariff waves freeze global supply chains, forcing ODMs and brands to seek strategic retrenchment

Shifting tariffs have thrown global supply chains into disarray. Many clients, caught in the uncertainty, have halted shipments and paused...

Thursday 10 April 2025
China's memory leaders hoard chips as US trade war bites
As the US-China trade war intensifies, Chinese memory module manufacturers are ramping up procurement efforts to secure inventory for at least two to three quarters. Industry insiders...
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...
Tuesday 8 April 2025
US tariffs delay notebook production, raising concerns for 2025 growth
The Trump administration has imposed reciprocal tariffs globally under the guise of equal tariffs, causing significant concerns within the notebook (NB) supply chain regarding production...
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,...
Monday 7 April 2025
LCD TV panel slowdown meets polarizer pinch amid shifting 2Q25 demand
Television brands started pulling in LCD panel orders in the fourth quarter of 2024 to get ahead of US tariffs under Donald Trump's trade policies and to benefit from China's appliance...
Wednesday 2 April 2025
Nvidia H20 chips face Chinese supply shortage amid export concerns
Chinese distributors of Nvidia's H20 GPU are facing severe supply constraints as demand surges for AI computing power in the market. According to a notice from Chinese tech firm H3C...
Tuesday 1 April 2025
LCD TV panel rally fizzles under Trump tariffs, China trade-in policy fatigue
LCD TV panel prices are losing steam following a brief rally that began in late 2024, initially fueled by front-loaded orders. Rising inflation concerns and renewed tariff threats...
Tuesday 1 April 2025
Memory supply tightens: Why forecasts matter more than inventory
The memory market is undergoing a significant transformation as suppliers pivot from traditional inventory-based models to forecast-driven production.
Monday 31 March 2025
Notebook shipment update, February 2025

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