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Friday 11 April 2025
Soitec navigates US-China semiconductor rivalry with strategic neutrality
As the US and China intensify their semiconductor sanctions, the G2 dynamic between these superpowers grows increasingly pronounced, pushing supply chains toward de-risking. This...
Friday 11 April 2025
HBM helps SK Hynix claim crown as Samsung loses DRAM leadership
Surpassing Samsung in DRAM market share for the first time in its 40-year history can be attributed mainly to SK Hynix's dominance in the high bandwidth memory (HBM) market. Samsung's...
Thursday 10 April 2025
The Great Tech Reset 8: Sovereign AI
What we see today with OpenAI and DeepSeek are just the foundational infrastructures and rule-makers of the early investment stage. The current investments are made to secure industry...
Thursday 10 April 2025
MetaX's IPO and rise of China's domestic GPU giants in AI era
In early 2025, the China Securities Regulatory Commission (CSRC) website announced that MetaX Integrated Circuits (Shanghai) Co., Ltd. has completed its listing filing and plans to...
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 tensions overshadow TSMC's robust 1Q25 performance
Taiwan Semiconductor Manufacturing Company (TSMC) reported better-than-expected revenue for March and the first quarter of 2025, easing earlier market concerns about earthquake disruptions...
Thursday 10 April 2025
Auto tariffs take effect, components supply chain hit hardest
The US government under President Donald Trump initiated a new round of trade protection policies on April 3, 2025, imposing a 25% tariff on all automobiles produced outside the US...
Thursday 10 April 2025
US-China tariff clash imperils chip supply chain, May turmoil looms
The Trump administration's aggressive tariff policies have unleashed a new wave of disruption across the global electronics supply chain. Following China's retaliatory move to impose...
Thursday 10 April 2025
Foxconn plans to launch EVs in Asian markets starting in 2026
Foxconn announced on April 9 in Tokyo its ambitious plans to enter the electric vehicle (EV) market, with multiple vehicle models expected to launch beginning in 2027. The announcement...
Thursday 10 April 2025
Mexico provides refuge from US tariffs for automotive supply chain for now
US president Donald Trump's tariffs war has heaped pressure on the entire automotive supply chain. But Taiwan-based automotive components maker Hiroca Holdings, which runs manufacturing...
Thursday 10 April 2025
Trump suspends tariffs for most nations but raises China tariffs to 125%
In a surprising move, US President Donald Trump declared a 90-day tariff suspension for most nations, setting a universal rate of 10% to encourage trade negotiations amidst market...
Thursday 10 April 2025
APMIC, Twinkle AI launch new Traditional Chinese inference models
Taiwanese AI startup APMIC has teamed up with the language model research community Twinkle AI to launch a 3B Traditional Chinese inference model that can be used on mobile devices,...
Thursday 10 April 2025
Vietnam factory plans uncertain as US tariffs cloud Taiwan touch panel makers' outlook
Touch panel manufacturers in Taiwan are navigating a complex landscape of US tariffs and fluctuating market demands. Young Fast Optoelectronics acknowledges the potential impact of...
Thursday 10 April 2025
Alcatel returns to India's smartphone market with US$30 million investment and local manufacturing plans
After a decade-long absence, French smartphone maker Alcatel is returning to India, partnering with Flipkart and looking for a local manufacturing partner.
Thursday 10 April 2025
GEM Terminal currently insulated from US tariffs thanks to China and European demands
Taiwan-based Terminal manufacturer GEM Terminal reported robust revenue growth in March 2025, buoyed by successful product launches and strategic market positioning, even as global...