Trump’s tariffs have created significant uncertainty in the market. According to CNBC, investors are closely watching how tariff-related risks may impact their operation and capex. The following highlights key points to watch ahead of upcoming earnings calls from Tesla, Meta, Microsoft, Amazon, Ap...

Following the recent U.S. export restrictions on NVIDIA’s H20, Huawei appears poised to fill the gap in China’s AI chip market. According to Reuters, the company is expected to begin mass shipments of its Ascend 910C as early as May. Sources cited by the report unveiled that some of the chips...

According to Economic Daily News, on the 21st, international gold prices surged to a new record high of USD 3,400 per ounce. Due to the heavy use of gold as a raw material in the gold bumping process for panel driver IC packaging, Taiwan’s two major driver IC packaging and testing companies, Chipb...

With Intel’s 18A set for mass production in 2H25, Team Blue seems to be already eyeing TSMC as a second source for its next-gen chips. According to Economic Daily News, market buzz suggests the company has joined AMD and Apple as part of TSMC’s first wave of 2nm clients. The report indicates ...

Facing rising pressure from Chinese rivals, Samsung has reportedly told clients it will phase out production of 1z nm 8Gb LPDDR4, with the line reaching End of Life (EOL) in April, according to Commercial Times. As noted by Commercial Times, Samsung’s move has been in the pipeline for months, a...