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 was put on hold.
Tesla suspends accepting new orders for S models and X models in China.
Vishay introduces AEC-Q200 qualified thick film resistor with enhanced pulse handling for automotive and industrial systems.
MediaTek releases the Dimensity 9400+ mobile platform to upgrade the flagship AI experience.
Vanguard International Semiconductor Strategy: Losing some orders in mainland China will still gain customer trust in the long run.
Apple giant 18.8-inch folding screen is expected to be mass-produced in 2026.
AUDA Ke Furen: The increase in direct panel tariffs is not high, and the real pressure is the end products.
ASE: Global industry is in a golden decade, with semiconductor output soaring trillions of dollars.
