Supplyframe aims to take the headache out of navigating tariffs February 26, 2026 In today’s world of extreme tariff uncertainty, Supplyframe, a company providing a "Design-to-Source Intelligence" platform, is looking to ease sourcing and procurement with an easy way to estimate the cost impacts of tariffs – launching a new Tariff Estimator feature on its Findchips platform.
European PCB revenues rise 2.4% as industry shrinks February 25, 2026 European PCB manufacturing increased by 2.4% in 2025, while the global PCB market expanded by more than 11%, according to Data4PCB. At the same time, 11 manufacturers exited the market, reducing the European PCB base to 168 companies operating 182 facilities.
Trump imposes 25% tariff on some advanced AI chips January 16, 2026 The chips include Nvidia’s H200 and AMD’s MI325X. The White House proclamation follows an investigation under Section 232 of the Trade Expansion Act of 1962 and is part of a broader effort to create incentives for chipmakers to produce more semiconductors in the US.
GPV partners with US-based East/West Manufacturing December 16, 2025 Danish EMS provider GPV Group has entered into a strategic partnership with US-based East/West Manufacturing Enterprises (EWME) to expand manufacturing flexibility and support customer requirements in the United States and Mexico.
Intel to invest additional $208 million in Malaysia December 03, 2025 Intel is building a USD 2.9 billion advanced packaging facility in Penang, which is reportedly nearly completed. In 2021, Intel committed USD 7 billion to develop the Penang location.
Europe dreams of sovereignty – but its PCB industry is disappearing in plain sight December 02, 2025 When the EU launched the Chips Act, it wrapped the announcement in a familiar promise: technological sovereignty. More fabs, more capacity, and more control over the strategic products and semiconductors that will power Europe’s future.
DigiKey: industry in transition as AI, reshoring and supply stability reshape the market November 19, 2025 The global components market is entering a new phase — one that is neither the pandemic-driven scramble for inventory nor the more recent period of oversupply. In a conversation with Evertiq, DigiKey CEO Dave Doherty describes an industry standing at a fragile point of transition, shaped by both uncertainty and accelerating structural change.
BTU International expands manufacturing in Singapore October 21, 2025 BTU International, a supplier of advanced thermal processing equipment for electronics assembly, plans to expand its manufacturing operations into Singapore.
Foundry utilisation exceeds expectations in 2H25 October 16, 2025 According to TrendForce, wafer foundry utilisation during the second half of 2025 has remained more resilient than anticipated. Several factors are contributing to this, including the postponed US semiconductor tariffs, low inventory at IC vendors, the peak smartphone season, and ongoing high demand for AI.
Trump warns ‘fairly substantial’ semiconductor tariffs are coming September 05, 2025 Trump had said last month that he would impose a 100% tariff on semiconductor imports, but would exempt products from companies that shift their manufacturing to the US.
NAND flash revenue surged over 20% in 2Q25 August 28, 2025 TrendForce’s latest investigations reveal that the NAND Flash industry posted solid growth in 2Q25 despite slight declines in ASP.
AI to drive 2025 growth as electronics market slows into 2026 August 13, 2025 TrendForce’s latest investigations find that the global electronics market in 2025 will be sharply divided.
SIA: Hope tariff exemptions, trade deals ensure US chip leadership August 08, 2025 President Trump said this week that he plans to impose 100% tariffs on imported semiconductors but indicated he would not charge companies that commit to making chips in the US.
Trump proposes 100% tariff on imported chips – with exemptions August 07, 2025 President Donald Trump announced plans to impose a 100% tariff on imported semiconductors, while exempting companies that manufacture chips within the United States or have committed to doing so.
Trump’s new tariffs trigger confusion across the globe August 01, 2025 Economists estimate the overall tariff rate on US imports at around 15% compared to the roughly 2% at the start of the year. This makes it the highest level since the 1930s. However, in a hint that Trump was open to further negotiations, the White House said that the new measures will take effect in a week.
Tata Power signs 120 MWh BESS agreement with NHPC July 30, 2025 The project will help address peak power demand, enhance grid flexibility and enable seamless integration of renewable energy in the southern Indian state of Kerala.
Malaysia imposes trade permits for AI chips of US origin July 14, 2025 Individuals or companies have to notify authorities at least 30 days in advance for exporting, transhipping or bringing in transit items not listed on Malaysia’s strategic items list.
Trump's first onshoring win isn’t the iPhone – it's the AI server June 12, 2025 As Nikkei Asia reports in a new investigation, the US is quietly assembling a domestic supply chain for one of the most complex machines in the world: the AI server. And while Apple has resisted political pressure to move iPhone production onshore, a host of data centre suppliers – including Foxconn, Wistron, TSMC and SK Hynix – are rapidly expanding their US footprint to serve customers like Nvidia, Microsoft and Amazon.
Top 10 foundries face tariffs and subsidies, 1Q revenue declines June 11, 2025 The global foundry industry recorded USD 36.4 billion in revenue for Q1 2025, representing a 5.4% quarter-on-quarter decline, according to TrendForce. The revenue drop was softened by last-minute rush orders ahead of the US reciprocal tariff exemption deadline and continued demand driven by China’s 2024 consumer subsidy program.
SEMI: Global chip equipment billings up 21% in Q1 2025 June 10, 2025 Global semiconductor equipment billings reached USD 32.05 billion in the first quarter of 2025, marking a 21% increase compared to the same period in 2024, according to the latest Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report published by SEMI.
India approves Micron’s $1.5 billion Gujarat SEZ proposal June 10, 2025 US semiconductor company Micron Technology will set up its SEZ facility in Sanand, Gujarat, while Indian diversified contract manufacturer Aequs will set up its SEZ in Dharwad, Karnataka.
VECV partners with Statiq to boost EV adoption in India May 29, 2025 Statiq will extend access to its expanding network of over 8,000 charging points from leading CPOs on its aggregated platform across India, making charging simpler, faster and more efficient for Eicher customers.
Trump: iPhones must be made in the U.S. — or face 25% tariff May 23, 2025 President of the United States Donald Trump has once again publicly addressed Apple.
NTPC Green Energy wins 80MW BESS project in Kerala May 23, 2025 The 80MW/320MWh project is expected to provide power back-up or supply of 80MW for four hours. The auction was part of a tender for selection of BESS developers to set up 125 MW/500 MWh standalone BESS in Kerala.
Wolfspeed reportedly preparing for bankruptcy May 21, 2025 Wolfspeed is said to be preparing a Chapter 11 bankruptcy filing within weeks, according to reports from The Wall Street Journal and Reuters. The move comes after failed restructuring talks and growing financial pressure from falling demand and aggressive Chinese competition.
GlobalWafers opens Texas wafer plant, announces major expansion May 21, 2025 Taiwanese semiconductor company GlobalWafers has officially inaugurated its new, USD 3.5 billion, silicon wafer facility in Sherman, Texas, marking a significant step in efforts to boost US semiconductor manufacturing capacity. The company also announced plans to further expand the site, increasing its total investment in the region to USD 7.5 billion.
Semiconductor outlook: typical Q1, but atypical shifts ahead May 21, 2025 The global semiconductor manufacturing industry entered 2025 with typical seasonal patterns. However, looming tariff threats and evolving supply chain strategies are expected to create atypical seasonality for several industry segments as the year progresses, reports SEMI.
NIRL signs power purchase agreement for 810 MW solar project May 21, 2025 The project in the Indian state of Rajasthan is expected to generate approximately 2 Billion Units (BU) of green electricity annually and offset approximately 1.5 million metric tons of CO₂ emissions per year.
Tariff uncertainty and weakening demand threaten MLCC market stability May 07, 2025 The global MLCC market is facing heightened risks amid persistent economic uncertainty, driven by unresolved US tariff policy and weakening downstream demand, according to a new report from market intelligence firm TrendForce.
TV brands yay pass US tariff costs to consumers – May 06, 2025 TrendForce’s latest research indicates that US reciprocal tariffs are likely to drive TV brands to pass rising costs onto consumers through higher retail prices in the second half of 2025, further weakening consumer spending momentum.
Chinese skyscraper-cleaning robot deal with U.S. suspended May 05, 2025 Chinese robotics company Lindu Intelligent Technology has suspended a $1.6 million deal with a U.S. client due to the impact of tariffs.
North American EMS industry up 0.2% in March May 01, 2025 Total North American EMS shipments in March 2025 were up 0.2% compared to the same month last year. Compared to the preceding month, March shipments were up 4.2%.