Subject


Semiconductors


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. ...

2025-04-11

[News] China’s Semiconductor Industry Reportedly Sets Early Stance on Tariffs: IC Origin Tied to Wafer Fabrication

According to Science and Technology Innovation Express News and Securities Daily, the China Semiconductor Industry Association advises that the origin of integrated circuits should be determined by where the wafer is fabricated. Citing an urgent notice issued by the China Semiconductor Industry A...

2025-04-11

[News] U.S. Halts NVIDIA H20 Export Curbs, with Samsung Reportedly Seeking to Rejoin 8H HBM3e Supply

U.S. export restrictions on NVIDIA’s H20, previously set for this week, have reportedly been delayed, giving South Korean memory firms a breather. However, as indicated by Sedaily and Business Korea, Samsung, which used to supply HBM3E for H20 last year before deliveries paused lately, is eagerly ...

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