Subject


Semiconductors


2025-04-14

[News] China’s New Chip Origin Rules Could Benefit Qualcomm, AMD, while Intel and TI May Feel the Heat

With China Semiconductor Industry Association now saying chip origin should be based on where wafers are made, another major shakeup on semiconductors may be coming. Reuters and Tom’s Hardware report that U.S. chipmakers like Qualcomm and AMD, which outsource production to TSMC, could dodge China...

2025-04-14

[News] TSMC’s Kumamoto Fab 2 Reportedly Delayed Again Amid Weak Auto Demand and Strategic U.S. Shift

As TSMC ramps up its investments in the U.S., progress at its Taiwan facilities is also steadily advancing. However, according to Economic Daily News, citing NHK, the company’s second fab in Kumamoto, Japan, has reportedly faced another delay. TSMC had originally scheduled the groundbreaking fo...

2025-04-14

[News] Trump’s New Chip Tariff: Three Scenarios Reportedly Loom, with “Big Reservoir Model” Hit Hardest

Last Friday’s tariff break on electronics like smartphones and laptops is just a breather, as media reports say they could soon face individual tariffs alongside semiconductors. While Trump is expected to reveal more details on chip tariffs Monday, this has sparked alarm in the chip industry, with...

2025-04-14

[News] Samsung Reportedly Produces Qualcomm’s XR Chip for the First Time Using 4nm Process

According to South Korean media outlet SEDaily, industry sources revealed on April 11 that Samsung Foundry is manufacturing Qualcomm’s second-generation XR application processor, the Snapdragon XR2+ Gen 2, using its advanced 4nm process technology. As the report highlights, while Samsung has pr...

2025-04-11

[News] Trump’s 90-Day Tariff Suspension Reportedly Triggers Rush Orders for Taiwan Tech Firms

U.S. President Donald Trump has announced a 90-day suspension of reciprocal tariffs on trade partners—excluding China. According to a report from the Economic Daily News, the sudden policy shift has prompted a wave of urgent orders for some Taiwanese industrial PC (IPC) and chip manufacturers. ...

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