Trump will use Section 232 to impose tariffs on semiconductors and electronics. TSMC will report a 54% increase in Q1 2025 net profit, but the outlook for Trump tariff policy is uncertain. EU will build five AI data centers, each…
US announced that it will exempt “point-to-point tariffs” from mobile phones/PCs/servers/semiconductors and other products. Mainland China has adjusted the rules to determine the origin of semiconductors, and Taiwan factories are expected to accept order transfers. SK Hynix Dalian second factory…
Samsung reportedly increased its 2nm yield to 40%, and it launched the Galaxy S26 as planned. Micron and Samsung have begun to compete for the dominance of HBM3E. China announced an additional 125% tariff on all US imported goods. Experts…
Intel CEO Lip-Bu Tan has invested in more than 600 Chinese companies. China Ministry of Foreign Affairs responded to the US plan to increase tariffs on China to 125%: If the US insists on launching a tariff war and a…
OpenAI filed a countersuit, accusing Musk of harassment. AI and tariff uncertainty affect Microsoft $1 billion data center construction in US. Alphabet reiterated that it will spend $75 billion to increase investment in AI and data centers by 2025. International…
It is reported that Trump gave up his attack on Nvidia H20 chip as Nvidia promised Trump administration to make new investments in US AI data centers. Trump raised tariffs on Chinese imports to 125%, while other countries were given a 90-day grace…
US’s 125% tariff on all Chinese goods will hit the electronics industry hard, as US tech companies including Dell and HP manufacture their products in China. US is reportedly dependent on imports from China for the following products (by value):…
China Ministry of Commerce: 12 US entities included in export control list. Stanford University Research Report: The AI gap between China and US is narrowing. Altera Agilex™ 7 M-series FPGAs are now in production and offer industry-leading memory bandwidth. TDK…
TSMC chips are suspected of being imported by Huawei as AI server chips and may face a fine of US$1 billion or even higher. Western media Intel 18A has made positive progress and may win the GPU order for Nintendo Switch…
Trump warns TSMC: If it does not build factories in US, it will pay 100% tax. Samsung has started R&D of 1nm process and expects mass production after 2029. Micron will impose surcharges on some memory products starting April 9, 2025…
