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2025-07-17

[News] Trump Sets 19% Tariff on Indonesia, Giving Edge to Taiwan’s Foxconn, Pegatron

According to Economic Daily News, the U.S. has announced a significant reduction in tariffs on Indonesian goods, cutting the rate from 32% in early April to 19%—the lowest among all Asian countries at present. Taiwanese electronics manufacturers such as Foxconn and Pegatron, which have production ...

2025-07-17

[News] ASML Confirms First High-NA EUV EXE:5200 Shipment, Reportedly Prepping for Intel’s 14A in 2027

Despite warning that geopolitical risks could stall revenue growth in 2026, ASML still expects strong demand for both EUV and DUV tools this year. In its latest earnings call, the Dutch chipmaking equipment giant announced it has shipped the first EXE:5200 — a next-gen High-NA EUV system geared fo...

2025-07-17

[News] Korea-Based PNT to Make Inroads in Chip Glass Substrate Field

South Korean battery equipment manufacturer PNT has announced its revenue target for 2026, aiming to reach KRW 1.5 trillion, a 50% increase from KRW 1 trillion in 2024. PNT CEO JoonSup Kim stated that this goal will be driven by the company’s expansion into new business areas, such as semicondu...

2025-07-17

[News] NVIDIA Reportedly to Procure Up to 800,000 SOCAMM Modules in 2025 for AI Product

SOCAMM, dubbed “the next HBM"  is beginning to gain traction in the market. According to ITHome, citing South Korean outlet ETNews, NVIDIA is expected to procure between 600,000 and 800,000 units of SOCAMM this year. Wccftech adds that demand is projected to accelerate further in 2026, driven by ...

2025-07-16

[News] ASML Warns of Stalled 2026 Growth as Geopolitical Risks Threaten Decade-Long Run

ASML released its Q2 2025 financial results today. While second-quarter bookings exceeded market expectations, the company cautioned that it may fall short of growth in 2026, according to Reuters. As noted by its press release, ASML notes that while the fundamentals for AI customers remain strong...

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