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.
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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%.
How companies can navigate tariff uncertainties
April 29, 2025
Businesses are facing increasing challenges as shifting trade policies and tariffs impact global supply chains and costs. According to Confidee, a compliance solutions provider for the PCB industry, companies must adopt more agile sourcing strategies to manage the uncertainty.
IBM to invest $150 billion in the US over 5 years
April 29, 2025
This includes an investment of over USD 30 billion in R&D and manufacturing of mainframe and quantum computers. IBM said it will continue to design, build and assemble quantum computers in the US.
Notebook industry growth outlook dims amid tariff uncertainty
April 22, 2025
The global notebook industry is bracing for continued volatility as trade tensions and economic headwinds cast a shadow over projected growth in 2025, according to new research released today by TrendForce.
US tariffs spurs surge in stockpiling, memory contract prices set to rise
April 17, 2025
TrendForce’s latest investigations reveal that the implementation of the US “reciprocal tariffs” on April 9th — followed by a 90-day grace period for most regions — has prompted buyers and suppliers to adjust their strategies in response to policy uncertainty.
Silicon Mountain expands US manufacturing capabilities in response to tariff pressures
April 17, 2025
EMS provider Silicon Mountain Contract Services is strengthening its domestic production capabilities amid rising complexities of global tariffs and supply chain disruptions.
ASML remains confident, but tariffs have increased uncertainty
April 16, 2025
Dutch semiconductor equipment manufacturer ASML reported financial results for the first quarter of 2025, reflecting a sequential decline in net sales and income, though gross margin exceeded expectations.
South Korea unveils $23B semiconductor support package
April 15, 2025
The move comes amid growing uncertainty in the global semiconductor sector following US President Donald Trump’s changing tariff policies and the escalating trade war between the US and China.
New tariffs on semiconductors are on the way, warns Trump
April 14, 2025
US Commerce secretary Howard Lutnick said President Donald Trump would impose “a special focus-type of tariff” on smartphones, computers and other electronics products within a month or two.
China delays approval for Geely, BYD investment plans in Latin America
April 14, 2025
Approval from China has taken longer than expected for the projects, with China’s state planner raising concerns that there are tech transfer risks in the Chinese automakers’ plans, Reuters reports.
Trump reverses tariff hikes for most countries, except China
April 10, 2025
Trump announced countries that had not retaliated against US tariffs would receive a 90-day reprieve and only face a blanket tariff of 10%. But he hiked the tariff on Chinese imports to 125% from the previous 104%.
China slaps back with 84% tariffs on US goods
April 09, 2025
"The U.S.'s practice of escalating tariffs on China is a mistake on top of a mistake," says China’s Office of the Tariff Commission of the State Council, as the country increases tariffs on U.S. goods from 34% to 84%.
Trump escalates trade war with China: 104% tariffs now in effect
April 09, 2025
The United States and China are once again locked in an intensifying trade standoff, with tit-for-tat tariffs sparking further tensions between the world’s two largest economies.
Trump's tariff package worries Swedish companies
April 08, 2025
The US's latest tariff package introduces a 20% tariff on goods from the EU. The Swedish agricultural machinery company Väderstad already has production in the US and sees both challenges and opportunities ahead.
Trump tariffs impact: Nintendo delays Switch 2 preorders in US
April 07, 2025
Japan, where the gaming firm is based, has been hit with a 24% tariff. Companies like Nintendo have to either swallow this cost or pass it on to consumers.
Meta plans nearly $1 billion data center project in Wisconsin
April 07, 2025
According to a report by Bloomberg, Wisconsin struck a deal with the social media giant to develop a data center in the US state with an expected investment of $837 million spread out across years.
Trump imposes reciprocal tariffs to counter ‘trade imbalances’
April 03, 2025
US President Donald Trump has declared a national emergency to counter economic threats posed by foreign trade practices, citing concerns over trade deficits and national security. The order imposes responsive tariffs aimed at strengthening the international economic position of the US.
India ends import duty on items needed to make EV batteries, phones
March 26, 2025
India will exempt from import duty 35 items used to make EV batteries and 28 items used in mobile phone manufacturing. The move comes amid talks between India and the US to resolve tariff issues.
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