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05.09.25 - 05:06
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Trump threatens tariffs on chip imports from firms not producing in US (SCMP)
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US President Donald Trump said on Thursday his administration would impose tariffs on semiconductor imports from companies not shifting production to the US, speaking ahead of a dinner with major technology company CEOs.
Since returning to office in January, Trump's threat of tariffs has alienated trading partners, stirred volatility in financial markets and fuelled global economic uncertainty.
“Yeah, I have discussed it with the people here. Chips and semiconductors – we will be putting tariffs......
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29.08.25 - 01:06
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Everlight Chemical banks on semiconductor materials (Digitimes)
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Everlight Chemical is maintaining a cautious outlook for the second half of 2025, with no expectations of recovering demand in the third quarter, but seeing a potential rebound in the fourth. However, the company's electronic chemicals segment shows promise for the latter half of the year, building upon its revenue and profit growth in the first half, with its current focus on semiconductor front-end process chemicals, photosensitive polyimides (PSPI) for back-end packaging, and low-temperature materials for displays....
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19.08.25 - 07:06
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Nan Pao revises down capex, as semiconductor adhesives drive growth (Digitimes)
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Nan Pao Resins Chemical Group has been expanding into the semiconductor sector, with an eye on semiconductor adhesives and other electronic applications driving growth. Following its merger with Yunteh Industries, Nan Pao expects record-high revenue for 2025 even amid the turbulent economy this year....
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19.08.25 - 01:00
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China′s demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales (Digitimes)
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China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum with the debut of DeepSeek. Due to ongoing US restrictions on semiconductor exports to China, Nvidia's AI chips have become unavailable. Although Nvidia's H20 chips were recently conditionally approved by the US government, Chinese authorities are fostering an environment that discourages the use of H20 within China....
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