Chip industry: Terminal purchasing momentum is bound to be frustrated due to Trump equal tariffs.
Morgan Stanley: Trump tariff war has limited impact on the development of AI in mainland China. We are optimistic about Winbond, Alchip and KYEC.
Samsung Q1 2025 operating profit is expected to plummet 21% to $3.62 billion due to weak AI chip sales and foundry losses.
Well-known Wall Street analysts: Trump tariffs could set the US technology industry back 10 years and may help China take the lead.
The ADAS trend drives the demand for automotive displays. Radiant and Everlight seize the business opportunities of Mini LED backlight modules.
80% of transformers come from China, Canada and Mexico. Steel and aluminum tariffs affect power supply. US electricity and commodity prices may soar.
Infineon expands local production in China to drive semiconductor growth.
Vishay releases AEC-Q100 qualified RGBIR color sensor in compact 2.67 mm x 2.45 mm x 0.6 mm package.
Powerchip Semiconductor: Trump tariffs impact on Taiwan traditional industries is huge.
