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 equipped with about 100,000 AI chips.
DeepX will launch the 5W edge AI chip DX-M2 using Samsung 2nm.
Apple/HP/Dell PC OEM factories have all suspended exports from mainland China to US. Nikkei News
Apple first foldable iPhone will use only Samsung Display OLED panels and is expected to be released in H2 2026.
Sony has raised the price of PS5 in Europe by 25%, and the price in the US market may increase accordingly.
US Secretary of Commerce: Chips and iPhones will become part of the non-negotiable manufacturing “repatriation”.
Trump: Chinese chips will face national security investigation.
