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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Europe’s declining PCB and EMS production threatens security
June 04, 2025
The German Electrical and Electronic Manufacturers' Association (ZVEI) warns that the ongoing decline in PCB and electronics manufacturing services (EMS) in Europe threatens both security and technological sovereignty.
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.
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.
Lacroix exits North America in strategic shift
May 20, 2025
French electronics and technology group Lacroix plans to withdraw entirely from its North American electronics operations by the end of 2025, as part of a strategic shift aimed at consolidating its core businesses and eliminating persistent losses.
Evertiq Expo Malmö – technology, tactics and the ecosystems of tomorrow
May 19, 2025
Once again, the electronics industry gathered at Malmö Arena as Evertiq Expo took place on 15 May. With a total of 556 participants, a strong semiconductor focus on stage, and plenty of discussions around direction and opportunity, this year’s edition proved to be an important one.
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.
Serentica signs power supply and consumption deal with INOXAP
May 07, 2025
Serentica will supply 75 MW hybrid renewable energy to INOXAP through Inter-State Transmission System project, enabling competitive tariffs and flexible power usage across multiple locations across India.
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.
NXP CEO Kurt Sievers to retire this year
April 29, 2025
NXP Semiconductors has released its first-quarter fiscal 2025 results alongside news of a significant leadership change, with President and CEO Kurt Sievers set to retire by the end of the year.
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.
Chinese EV maker BYD re-evaluates European strategy in face of resistance
April 28, 2025
Executives speaking anonymously revealed that BYD is rethinking how it approaches the European market in the wake of the continent’s resistance to its technology.
Taiwan passes law to boost tax credits for AI investments
April 23, 2025
The boost in tax credits for businesses investing in artificial intelligence (AI) aims to solidify the island’s position as an AI innovator in Asia.
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.
AI, embargoes, and the end of the chip cycle
April 16, 2025
The well-known four-year ebb and flow of the semiconductor industry is over. Political decisions and ambitions challenge the economic logic of supply and demand. Subsidies, embargoes and the AI revolution are now dictating the investment decisions while China plays the long game.
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.
Nvidia expects $5.5 billion hit as US restricts chip sales to China
April 16, 2025
Nvidia said the US government informed the chipmaker that the H20 chip needs a permit to be sold to China. The license requirement for H20 chips would be in effect “for the indefinite future.”
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.
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.
Q5D integrates its largest wire harness automation robot
April 08, 2025
British developer of tools for the robotic wiring harness manufacturing industry has announced that it has obtained the key components for its largest automated wire harness automation bot.
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.
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.
Kitron lifts its outlook on 2025
April 03, 2025
With a strong demand from the defence/aerospace market sector, along with a gradual recovery in other segments, EMS provider Kitron is updating its financial outlook.
Evertiq Expo Tampere sets new visitor record for 2025
March 31, 2025
The Evertiq Expo in Tampere on March 27, 2025, proved to be a resounding success, setting a new visitor record as industry professionals from across the electronics sector gathered for a day devoted to the Finnish electronics industry.
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