Subject


Semiconductors


2025-04-07

[News] U.S. Power Costs Surge as Tariffs Hit Transformer Supply, Potentially Disrupting AI Data Center Expansion

The surge in AI and the rapid growth of large data centers are driving a sharp increase in electricity demand across the U.S.. However, according to a report from Anue, citing the Wall Street Journal, U.S. President Donald Trump’s tariffs on steel and aluminum could worsen the existing transformer...

2025-04-07

[News] Samsung Joins the Price Hike Wave, Reportedly Aiming for an up to 5% Price Raise

As memory giants prepare for price hikes, Samsung is joining the trend, following in the footsteps of Micron and SanDisk. According to South Korean media outlet Pulse, Samsung Electronics is set to hike DRAM and NAND flash prices by 3 to 5%, with negotiations already underway with global clients. ...

2025-04-07

[News] Tariff Turbulence: Chip Equipment Giant ASML Sounds Alarm on Semiconductor Innovation Breakdown

According to ijiwei, citing Bloomberg, Dutch chip equipment giant ASML has warned that geopolitical tensions and export controls are hindering innovation in the semiconductor industry. Its CEO Christophe Fouquet emphasized that the semiconductor industry relies on collaboration and innovation, bu...

2025-04-07

[News] Taiwan’s Chipmakers Brace for Worst-Case Scenario as Trump’s Tariffs Dim 2H25 Hopes

Trump shocked the world again with sweeping reciprocal tariffs, set to take effect on April 9 for certain countries. While semiconductors aren't directly targeted yet, Tanwanese industry insiders told Economic Daily News this could still be a worst-case scenario—dampening end-user demand and poten...

2025-04-07

[News] M&A and Tech Breakthroughs: Positive Signals from Chinese Semiconductor Equipment Makers

Driven by both policy and market demand, a wave of mergers and acquisitions is sweeping through China's semiconductor industry, with equipment manufacturers actively participating. Following NAURA’s announcement of acquiring shares in KINGSEMI, another major development has emerged—HWATSING has ...

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