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Wednesday 19 February 2025
Trump's plan for display tariffs could boost Korean OLED market while pressuring Apple
South Korean panel manufacturers see potential benefits from the Trump administration's consideration of additional display tariffs, as higher prices for Chinese LCD products could...
Wednesday 19 February 2025
As Acer takes first swing, will Trump's tariffs spark notebook price hike in North America?
US President Donald Trump's 10% tariff on Chinese imports has prompted Acer to raise US notebook prices by 10%, making it the first brand to respond. However, US-based competitors...
Tuesday 18 February 2025
Strong fundamentals for DRAM and NAND drive memory prices to rise in 2Q25
Chip manufacturers are actively promoting price rises in the second quarter, leading to an expected rise in DRAM and NAND flash prices during this period.
Tuesday 18 February 2025
Acer's 10% price hike: Assessing fallout of US tariffs on American firms and Asia
Acer CEO Jason Chen confirmed in a UK interview that the company will raise prices on US-bound laptops made in China by 10% next month in response to Trump's tariffs. He also hinted...
Monday 17 February 2025
SiC golden era dims as price wars, weak EV demand weigh on market
Leading silicon carbide (SiC) manufacturers, including STMicroelectronics, Onsemi, Infineon Technologies, and Wolfspeed, posted dismal financial results, fueling concerns that the...
Monday 17 February 2025
GlobalWafers sees 6-inch SiC substrate prices steady
GlobalWafers chairperson Doris Hsu reports that prices for mainstream 6-inch silicon carbide (SiC) substrates have stabilized, though a market rebound remains uncertain. She noted...
Friday 14 February 2025
IC design firms navigate price cuts and capacity expansion amid uncertain market demand in 2025
Due to the continuous expansion of China's mature process capacity and the ongoing requests from downstream customers for price reductions, the industry is very curious about the...
Wednesday 12 February 2025
China's 2025 auto battle: subsidies, price wars, and foreign retreats
Shortly after taking office, US President Donald Trump took an aggressive stance against electric vehicles (EVs) and wind power, while the European Union (EU) and automakers remain...
Tuesday 11 February 2025
NAND prices rise as memory market shows recovery signs
Following production cuts by NAND flash manufacturers and the resolution of inventory destocking issues in China's sector, industry supply chain sources indicate that NAND spot pricing...
Monday 10 February 2025
Tariff concerns drive TSMC price hikes while Samsung seeks competitive edge
Amid concerns over higher tariffs under the Trump administration, TSMC is raising chip prices to offset potential losses, while Samsung Electronics focuses on price competitiveness...
Saturday 8 February 2025
Jarllytech's revenue declines in January 2025 amid Lunar New Year labor shortage
Jarllytech, a bearing manufacturer, reported that its January 2025 production capacity was significantly affected by labor shortages in its mobile phone bearing assembly lines during...
Thursday 6 February 2025
Premiumization drives Qualcomm's 1Q25 growth amid flat mobile market, cites TSMC price hikes and DeepSeek's impact
During an earnings call on February 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments despite overall smartphone market stagnation...
Wednesday 5 February 2025
TV panel prices on the rise as supply tightens, demand surges
Since mid-2024, China's trade-in subsidy program has revived the TV market, with plans for expansion through 2025. Meanwhile, US President Donald Trump's volatile tariff policies...
Tuesday 4 February 2025
Nvidia faces challenges as DeepSeek disrupts AI market ahead of 1Q25 earnings
Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization....
Monday 3 February 2025
Key memory chip prices revert to 4Q23 levels
The memory market underwent a phase of rest and consolidation just prior to the Lunar New Year holiday. DDR5 has experienced modest price increases in recent months, while other products,...