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2025-04-11

[News] A Deep Dive into Intel CEO’s Vast China Investment Portfolio: SMIC, YMTC Supplier and More

Intel’s new helmsman, Lip-Bu Tan, is best known as a seasoned investor and still chairs Walden International. However, as highlighted by Reuters, his investments in China appear more extensive than expected, reportedly covering hundreds of Chinese tech companies. Stakes in Over 600 Chinese Firm...

2025-04-11

[News] Global Wafer Foundry Market Pattern Could be Reshaped

Amidst a complex international landscape and a sharply polarized end-market demand, the global foundry industry is entering a period of reorganization, marked by frequent personnel changes and merger rumors. Meanwhile, the development of advanced process technologies has picked up steam, while the m...

2025-04-11

[News] Samsung Reportedly Set to Unveil 115-Inch RGB Micro LED TV in June

According to The Elec, Samsung has announced plans to launch a 115-inch RGB Micro LED TV later this year. The new model will be part of the company’s Neo QLED TV lineup but positioned as an ultra-high-end version. In contrast, current Neo QLED models typically use Mini LED backlighting technology,...

2025-04-10

[News] Tariffs on Chip Gear Could Spike U.S. Fab Costs: TSMC Reportedly to Spend $6B or More

Trump may have hit the brakes on tariffs for 90 days, but concerns still linger. If they go into effect later, chipmakers like Intel and TSMC could face 20% higher costs for ASML gear if they plan to use it in U.S. fabs, according to BITS & CHIPS. The BITS & CHIPS report highlights that w...

2025-04-10

[News] U.S. 125% Tariff on China Risks Price Hikes for Smartphones and NBs Due to 60-70% Import Dependency

According to a report from ijiwei, citing Tom’s Hardware, the White House’s 125% tariff on all Chinese imports is expected to have a major effect on the electronics sector, given that a large number of tech companies — including U.S. firms like Dell and HP — rely on manufacturing operations...

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