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%.
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.