Subject


Semiconductors


2025-04-08

[News] China Hits Back with Rare Earth Curbs amid Trump’s Tariff Threats, Shaking Up Chip Supply Chain

According to a report from TechNews, citing Tom’s Hardware, China has introduced new export restrictions on rare earth materials critical to RF (radio frequency) and storage applications—specifically scandium and dysprosium. These measures may affect major players in the industry, including Broa...

2025-04-08

[News] Marvell Offloads Automotive Ethernet Unit to Infineon for $2.5B, Races Ahead with AI Focus

According to a report from ijiwei, Marvell Technology has agreed to sell its Automotive Ethernet business to Infineon Technologies AG for USD 2.5 billion in cash. The deal includes Marvell’s Brightlane Automotive Ethernet portfolio and related assets, and is expected to close within calendar year ...

2025-04-08

[News] Samsung Q1 Profit Surges Above Expectations as Tariff Fears Reportedly Boost Chip and Smartphone Sales

Despite market uncertainty from Trump’s tariff threats and its HBM3E progress with NVIDIA, Samsung reported a better-than-expected first-quarter operating profit on Tuesday, driven by strong memory chip sales and solid smartphone demand, according to Reuters. Samsung, currently reorganizing its...

2025-04-08

[News] Key Technical Personnel Changes in Three Chinese Semiconductor Companies

Li Hong, CEO of CR Micro Stepped down On April 3, China Resources Microelectronics Limited ("CR Micro") announced a personnel change: the company's director and president, Li Hong, has resigned from all his positions due to personal reasons. Following his resignation, he will no longer hold any r...

2025-04-07

[News] Tariff Shock: Korean Chipmakers Could Face 4.3% Revenue Hit If U.S. Imposes 25% Semiconductor Tariff

According to Business Korea, which cites analyst forecasts, if the U.S. enacts a 25% tariff on semiconductors, it could lead to a 4.3% drop in revenue for Korean chipmaking companies. The report points out that though the direct impact on overall revenue is relatively limited—estimated at jus...

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