China restricts exports of five key metals: tungsten, tellurium, bismuth, molybdenum and indium.
Morgan Stanley: Trade risks such as chip tariffs may cause Asian technology stocks to fall by 20%.
Financial Times: China plans to launch formal investigation into Intel.
Australia has banned the use of DeepSeek on government systems and equipment.
TSMC CoWoS production capacity will grow steadily over the next five years, reaching 75,000 wafers per month by the end of 2025.
Samsung Display will supply OLED panels for Qualcomm Snapdragon Cockpit Platform.
In response to geopolitically driven customer demand, PCB manufacturers have been moving to Southeast Asia, such as Thailand and Malaysia, to make new investments, which has become a major trend in the past two years. PCB leaders such as Zhen Ding, UNIMICRON, COMPEQ, and Gold Circuit Electronics (GCE) are actively deploying and grabbing talents, and equipment manufacturers and consumables manufacturers are also actively positioning themselves for manufacturing opportunities in Southeast Asia.
Rapidus announced that it will start 2nm trial production on April 1st, 2025.
Verdict: If Trump imposes a 100% tariff on Taiwanese chips, US chip prices could rise by 59%.
