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Monday 3 February 2025
Trump 2.0 prospects: tariffs spark potential three-way supply chain realignment
President Trump's administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since...
Monday 3 February 2025
Tariffs 2.0 hits tech: TSMC fast-tracks US expansion amid AI shakeup
The global semiconductor industry is in turmoil, with TSMC facing a rocky start to the year, hit by three major challenges at once. Earthquakes in southern Taiwan could cost billions,...
Monday 3 February 2025
Meet DeepSeek's founder: journey from stock prodigy to AI disruptor
DeepSeek, a Chinese AI startup, is making waves with its claim of rivaling OpenAI and Meta's large language models for a mere US$6 million. While this assertion has drawn skepticism,...
Monday 3 February 2025
Eternal Materials posts profit growth in 2024, targeting semiconductor business with precision equipment
Eternal Materials has revealed that all three of its primary business segments saw profit growth in 2024. Looking ahead to 2025, the company expects to enhance its international market...
Monday 3 February 2025
Singapore to keep working closely with US amid DeepSeek concerns
Singapore said its customs and law enforcement departments will continue to work closely with US counterparts amid concerns China AI firm DeepSeek obtained Nvidia Corp. chips through...
Monday 3 February 2025
Cadence aims to strengthen its presence in India's growing data center sector
Cadence Design Systems has said that it recognizes India as a critical hub for innovation and data-driven growth and is committed to deepening its footprint in the region's data center...
Monday 3 February 2025
STMicro's worst year in decades: sales drop, job cuts amid continuous market slump
STMicroelectronics (STMicro) plans to cut 2,000 to 3,000 jobs, approximately 6% of its global workforce, through early retirement programs or natural attrition as it grapples with...
Monday 3 February 2025
Apple surpasses 10% market share in India as MediaTek leads smartphone SoC market
In 2024, India experienced slight growth in smartphone shipments but saw a significant increase in revenue driven by premiumization. MediaTek maintained its lead in the smartphone...
Monday 3 February 2025
China's Tongfu Microelectronics reportedly begins HBM2 trial assembly
According to a report by Nikkei, Tongfu Microelectronics is rumored to have commenced trial production of high bandwidth memory (HBM2). This development follows fellow Chinese...
Monday 3 February 2025
YMTC reportedly begins shipping fifth-generation 3D TLC NAND flash with 294 layers
In a significant advancement for China's semiconductor industry, Yangtze Memory Technologies Co. (YMTC) has achieved a new milestone with its fifth-generation 3D TLC NAND flash memory...
Monday 3 February 2025
US-Sino tariff war: limited immediate impact, long-term risks looms
According to Bloomberg Intelligence (BI) economists Chang Shu and David Qu, the latest 10% tariff hike on Chinese goods shifts the next move to Beijing. Signed by President Donald...
Monday 3 February 2025
OpenAI releases more affordable model o3-mini in the wake of DeepSeek
OpenAI rolled out a new, lightweight artificial intelligence (AI) model that it said is capable of humanlike reasoning and makes gains on efficiency — a product that will be...
Friday 31 January 2025
CHPT co-founder outlines new AI strategies to tackle challenges and seize growth opportunities in Taiwan's semiconductor market.
The semiconductor industry is swiftly advancing due to high-performance computing and AI smartphones, creating opportunities for AI semiconductors. With the growing demand for advanced...
Friday 31 January 2025
Chinese automakers face challenges in auto parts localization amid quality demands
The automotive industry's stringent safety and reliability requirements are presenting significant challenges to the Chinese government's ongoing push to increase the localization...
Thursday 30 January 2025
EMS watch: top-down observation on supply chain
The global tech landscape has undergone significant transformation since the COVID-19 outbreak in 2019. Government subsidies totaling US$17 trillion, combined with the surge in remote...