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2025-06-09

[News] Apple’s Supply Chain Reality: What U.S. Tariffs Overlook

Amid escalating U.S.-China tech tensions and geopolitical risks, Chip War author Chris Miller and Vishnu Venugopalan—a Harvard fellow and Indian Administrative Service officer—recently co-authored a report titled  "Apple’s Supply Chain: Economic and Geopolitical Implications," analyzing Apple...

2025-06-09

[News] Foxconn Leased Texas Plants to Expand AI Server Capacity

Foxconn Technology (Hon Hai) recently announced that its subsidiary, Foxconn Assembly LLC., has successfully leased two plants in Houston, Texas, with a total lease value of approximately USD 56.5538 million. This move is seen by the market as part of Foxconn’s continued efforts to expand its AI s...

2025-06-09

[News] GigaDevice’s International Headquarter Set in Singapore

On June 3, semiconductor device supplier GigaDevice officially announced the establishment of its international headquarter in Singapore, which marks a critical step in the company’s journey toward globalization and demonstrates its long-term commitment to deepening customer collaboration, buildin...

2025-06-06

[News] SMIC Offloads Ningbo Stake to Local Chipmaker Goke Micro in Strategic Move

Amid China’s semiconductor consolidation wave to push back against U.S. pressure, local foundry giant SMIC announced on June 5 it is selling its full 14.83% stake in SMIC Ningbo to Shenzhen-listed Goke Microelectronics, according to Sina and the Science and Technology Innovation Board Daily. Pe...

2025-06-06

[News] Kioxia Plans to Double Output in Five Years, Ramping Up NAND Flash for AI Data Centers

According to a report from MoneyDJ, citing Nikkei, Japanese NAND flash memory giant Kioxia announced its mid- to long-term business plan on June 5, aiming to double its production capacity by fiscal 2029 compared to fiscal 2024 by expanding production lines at its two main facilities in Japan—the ...

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