Subject


Trump


2025-04-07

[News] Tariff Shock: Korean Chipmakers Could Face 4.3% Revenue Hit If U.S. Imposes 25% Semiconductor Tariff

According to Business Korea, which cites analyst forecasts, if the U.S. enacts a 25% tariff on semiconductors, it could lead to a 4.3% drop in revenue for Korean chipmaking companies. The report points out that though the direct impact on overall revenue is relatively limited—estimated at jus...

2025-04-07

[News] Apple Reportedly Races Trump’s Tariff Clock, Rushes iPhones out before Deadline

In a race against Trump’s new policy, which has imposed a 10% reciprocal tariff on all countries kicking in on April 5, Apple got ahead of the game, as it reportedly flew five planeloads of iPhones and other devices from India to the U.S. at the end of March, according to local media outlet The Ti...

2025-04-07

[News] U.S. Power Costs Surge as Tariffs Hit Transformer Supply, Potentially Disrupting AI Data Center Expansion

The surge in AI and the rapid growth of large data centers are driving a sharp increase in electricity demand across the U.S.. However, according to a report from Anue, citing the Wall Street Journal, U.S. President Donald Trump’s tariffs on steel and aluminum could worsen the existing transformer...

2025-04-07

[News] Tariff Turbulence: Chip Equipment Giant ASML Sounds Alarm on Semiconductor Innovation Breakdown

According to ijiwei, citing Bloomberg, Dutch chip equipment giant ASML has warned that geopolitical tensions and export controls are hindering innovation in the semiconductor industry. Its CEO Christophe Fouquet emphasized that the semiconductor industry relies on collaboration and innovation, bu...

2025-04-07

[News] Taiwan’s Chipmakers Brace for Worst-Case Scenario as Trump’s Tariffs Dim 2H25 Hopes

Trump shocked the world again with sweeping reciprocal tariffs, set to take effect on April 9 for certain countries. While semiconductors aren't directly targeted yet, Tanwanese industry insiders told Economic Daily News this could still be a worst-case scenario—dampening end-user demand and poten...

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