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2025-04-08

[News] China Hits Back with Rare Earth Curbs amid Trump’s Tariff Threats, Shaking Up Chip Supply Chain

According to a report from TechNews, citing Tom’s Hardware, China has introduced new export restrictions on rare earth materials critical to RF (radio frequency) and storage applications—specifically scandium and dysprosium. These measures may affect major players in the industry, including Broa...

2025-04-08

[News] Microsoft Dismisses China Exit Rumors as JV Shuts Down Operations, Reportedly Cutting 2,000 Jobs

Amid ongoing tech layoffs and geopolitical tension, rumors swirled that Microsoft would exit China in 2025 and cut around 2,000 jobs, based on a leaked internal email. But according to ijiwei and YiCai Global, the message came from Wicresoft—Microsoft’s outsourcing partner in Shanghai—not Micr...

2025-04-08

[News] Marvell Offloads Automotive Ethernet Unit to Infineon for $2.5B, Races Ahead with AI Focus

According to a report from ijiwei, Marvell Technology has agreed to sell its Automotive Ethernet business to Infineon Technologies AG for USD 2.5 billion in cash. The deal includes Marvell’s Brightlane Automotive Ethernet portfolio and related assets, and is expected to close within calendar year ...

2025-04-08

[Insights] Panel Prices in Early April: TV and NB Prices Hold Steady as Tariff Jitters Loom

TrendForce discloses the latest panel prices for early April, with details as follows. TV Concerns over weakening TV panel demand are starting to spread in April. With inventory levels rising on the brand side, panel makers are becoming increasingly aware of softening demand. Although plans ...

2025-04-08

[News] Samsung Q1 Profit Surges Above Expectations as Tariff Fears Reportedly Boost Chip and Smartphone Sales

Despite market uncertainty from Trump’s tariff threats and its HBM3E progress with NVIDIA, Samsung reported a better-than-expected first-quarter operating profit on Tuesday, driven by strong memory chip sales and solid smartphone demand, according to Reuters. Samsung, currently reorganizing its...

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