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2025-05-06

[Insights] Panel Prices in Early May: NB, MNT Prices Hold Firm Ahead of Tariff Calls

TrendForce discloses the latest panel prices for early May, with details as follows. TV As May begins, weakening demand for TV panels has become increasingly evident. Some brand customers have begun leveraging this opportunity to pressure panel makers for further price concessions. Aware of...

2025-05-06

[News] New Taiwan Dollar Rises Rapidly, Pressuring TSMC and MediaTek Margins

According to a report from TechNews, the recent sharp appreciation of the New Taiwan dollar (NTD) has sparked market concerns over potential foreign exchange losses—especially for export-driven sectors like semiconductors, represented by companies such as TSMC. The report notes that on May 2, t...

2025-05-06

[News] Chinese Chipmakers Ramp Up R&D Spending in 2024 — SMIC Tops the List with RMB 5.45B

R&D and innovation drive semiconductor growth, with chip giants like TSMC leading the charge. Notably, according to ijiwei, Chinese semiconductor companies are actively increasing their R&D investments as well. In 2024, a total of 221 A-share listed Chinese semiconductor companies recorded ...

2025-05-05

[News] Chip Tariff Window Closes Wednesday Amid Quiet Pushback, Sparking Steep Rate Fears

As the public comment window for the U.S. Section 232 semiconductor probe closes this Wednesday (May 7), the chip industry is holding its breath over whether tariffs are coming—and how steep they’ll be. However, as responses have been usually quiet, concerns have been sparked on the lack of push...

2025-05-05

[News] SK hynix Jumps on the Price Hike Train, Rumored to Raise Consumer DRAM Chip Prices by 12%

With Micron, SanDisk, and Samsung already raising prices, SK hynix is now the latest memory giant to jump on the bandwagon. According to China’s Wallstreetcn, citing supply chain sources, SK hynix has increased its consumer DRAM chip/die prices by 12%. According to No Cut News, SK hynix said at...

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