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.
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Fortec launches enhances production strategy for the US market
April 16, 2025
Fortec Group has unveiled a new production strategy aimed at supporting European companies in optimising their supply chains for the US market. The initiative is designed to address both cost efficiency and trade resilience in the face of evolving international conditions.
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.
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.
JSW completes $1.44B acquisition of O2’s 4.7 GW renewable platform
April 11, 2025
The portfolio is diversified across seven Indian states and includes 1.8 GW of solar, 0.5 GW of wind, 1.6 GW of hybrid, and 0.9 GW of complex solutions like FDRE/RTC.
Semiconductor industry grows 21% in 2024; Nvidia takes lead
April 10, 2025
The global semiconductor industry saw substantial growth in 2024, with worldwide revenue rising 21% year-over-year to reach USD 655.9 billion, according to final figures from Gartner. For the first time, Nvidia claimed the top spot in the global rankings, capturing 11.7% market share, followed by Samsung Electronics and Intel.
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%.
The creation of an EU electronics raw materials database
April 09, 2025
In his previous guest article, Dirk Stans, Managing Partner at Eurocircuits, outlined three key actions needed to strengthen Europe’s electronics industry. Now, in this follow-up, he delves deeper into the second priority: the creation of an EU electronics raw materials database.
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 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.
Foxconn names Kathy Yang as rotating CEO, first woman to hold the role
April 03, 2025
EMS provider Foxconn (Hon Hai Technology Group) has appointed Kathy Yang Chiu-chin as its rotating Chief Executive Officer, marking a significant leadership transition.
LG Display’s Guangzhou LCD plant officially transferred to CSOT
April 03, 2025
LG Display’s Guangzhou Gen 8.5 LCD line has officially transferred to CSOT and been renamed “T11”. CSOT will now own two Gen 6, four Gen 8.5, one Gen 8.6, and two Gen 10.5 LCD production lines with this acquisition.
Wingtech sells key assets to Luxshare, shifts focus to semiconductors
April 03, 2025
Wingtech Technology Co., Ltd. has announced plans to divest major assets in a strategic move to exit the product integration business (its ODM business) and focus on semiconductors. The company disclosed the proposed transaction in a filing with the Shanghai Stock Exchange.
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.
Vishay to make $320M investment in UK’s largest chip factory
March 28, 2025
This investment by US firm Vishay Intertechnology at its Wales foundry is expected to generate over 500 high-value jobs and enhance production of semiconductors that play a key role in EV technology.
Xtend AI, AMS-India team up to develop healthcare service robots
March 27, 2025
Backed by the Government of Israel and the Karnataka Digital Economy Mission, the partnership seeks to improve access to healthcare, generate employment, and bolster trade relations.
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.
Malaysia under US pressure to stem flow of Nvidia chips to China
March 24, 2025
Malaysia’s trade minister said the US wanted Malaysia to closely track the movement of cutting-edge Nvidia chips that enter the country amid suspicions that many are ending up in China, FT reports.
EU trade chief suggests tech transfers in exchange for Chinese EV investment
March 21, 2025
EU trade chief Maros Sefcovic has suggested ahead of an official visit to Beijing that technology transfer should be a condition of Chinese investment in Europe’s EV industry.
European Union launches investigation into Chinese EV subsidies
March 21, 2025
The EU has initiated a probe into unfair Chinese subsidies of a Hungarian EV manufacturing plant.
Battery technology market to reach $137 billion by 2031
March 21, 2025
Asia Pacific is the largest market for battery tech with a share of 50%, followed by Europe and North America. In terms of products, lead-acid battery is the largest segment with a share of 55%.
The electronics market in Europe – what needs to happen?
March 20, 2025
The EU Chips Act was introduced in several phases to the wider public from 2021 onwards and, following approval by the European Parliament and the Council, the regulation came into force on 21 September 2023.
Future Electronics opens a new office in Guadalajara
March 18, 2025
Electronic component distributor Future Electronics has opened a new branch office in the Guadalajara World Trade Center, expanding its Latin American operations.
Fabs on hold, jobs on the line – welcome to 2025
March 18, 2025
The first quarter of 2025 has been marked by turbulence in the electronics and semiconductor industry, with waves of layoffs, stalled investments, and shifting trade policies reshaping the landscape. The year began with cautious optimism, but that optimism has quickly faded.
Zetwerk inaugurates manufacturing facility in Tamil Nadu, mulls IPO
March 18, 2025
The electronics manufacturing plant will produce components for sectors like consumer durables and IT hardware. The Indian company raised USD 90 million at a valuation of USD 3.1 billion last year.
After Northvolt's collapse: national action needed to protect production
March 12, 2025
The news of battery manufacturer Northvolt’s bankruptcy hit Sweden hard, but maybe hardest of all it hit the northern city of Skellefteå – the city where its Gigafactory is located.
5,000 jobs at risk as Swedish battery giant files for bankruptcy
March 12, 2025
The Swedish battery manufacturer Northvolt has officially filed for bankruptcy in Sweden. The company says that it reached the decision following an "exhaustive effort to explore all available means to secure a viable financial and operational future for the company."
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