Subject


Tariffs


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...

2025-05-02

[News] Trump Says Samsung Plans Massive U.S. Plants Despite Taylor Project Hurdles

With Samsung withdrawing its Q2 guidance amid tariff uncertainty, focus has been on how the company plans to navigate Trump’s trade policies. According to Wccftech, citing The Korea Herald, U.S. President Donald Trump said he has learned that Samsung Electronics intends to build “massive” faci...

2025-05-01

[News] Samsung Weighs Premium Sales and Production Shifts Amid Tariff Threats, Cautious on 2H Memory Demand

After withdrawing its Q2 guidance amid rising uncertainty, Samsung's response to looming tariff threats has caught widespread attention. According to Yonhap News, CFO Park Soon-cheol said the company will focus on boosting flagship sales and may shift production sites to protect profitability. Ac...

2025-04-25

[News] China Rumored to Ease 125% Tariffs on Semiconductors, Excluding Storage Chips

While the U.S. has temporarily spared chips from tariffs, Beijing's heavy retaliatory levies on U.S. semiconductors create uncertainty in the sector. But according to TechNews and Chinese media outlet mydrivers, chips from Qualcomm, Intel, and Texas Instruments may soon get a pass — with storage...

2025-04-25

[News] Intel Signals Tariff Impact: Weaker Q2, Slower AI PC Chip Demand; Reveals Talks with TSMC

Intel held its Q1 2025 earnings call on Thursday. According to Reuters, attention centered on the disclosure that CEO Lip-Bu Tan had recently met with TSMC CEO C.C. Wei and former chairman Morris Chang, as well as on the impact of trade uncertainties on Intel’s outlook. As highlighted by Reute...

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