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2025-05-13

[News] U.S. Cuts China Tariffs to 30%, Offering Relief to Taiwan ODMs Foxconn, Compal, and Quanta

On May 12, the U.S. and China announced a 90-day tariff reduction, cutting U.S. duties on Chinese goods from 145% to 30%. According to Economic Daily News, the move is expected to ease pressure on major contract manufacturers with significant operations in China, including Foxconn, Compal, Quanta, I...

2025-05-13

[News] Samsung Reportedly Nears Securing Major 2nm Orders from NVIDIA, Qualcomm as Yields Improve

With 2nm becoming the next battleground for chipmakers, Samsung is racing—like Intel—to close the gap with TSMC by landing major external orders. Now, it may be just one step away: according to Chosun Biz, Samsung Foundry has entered the final phase of 2nm performance testing with NVIDIA GPUs an...

2025-05-13

[News] Apple Reportedly Tipped to Launch Almost All-Glass, Curved iPhone in 2027 for 20th Anniversary

According to The Verge, citing Bloomberg, Apple is reportedly planning to launch an iPhone with an “almost all-glass, curved design” in 2027, coinciding with the 20th anniversary of the iPhone. The Verge also notes that this potential product may be linked to an earlier report from The Inform...

2025-05-13

[News] NVIDIA Might Consider Swap HBM for GDDR in Cut-Down H20 for China, Giving Samsung a Lift

Following the latest export curbs on NVIDIA’s H20, the U.S. chip giant is said to be developing a downgraded version of the chip to be sold in China. As the revamped chip is expected to have significant cuts, particularly in memory capacity, a New Daily report hints that NVIDIA might replace HBM...

2025-05-12

[News] Chip Tariffs Could Hit by Late June: What’s the Impact on Fab Construction Costs and TSMC?

The U.S. Department of Commerce’s public comment period on proposed semiconductor tariffs closed on May 7. Notably, according to Commercial Times, major players like SK hynix and HP have weighed in. With a summary report expected this week, the industry is now bracing for tariffs that could kic...

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