As Trump threatens to impose new tariffs on countries like Mexico, Canada and China, the storm is gradually impacting upstream players in the semiconductor industry. According to Commercial Times, Taiwan’s electronic manufacturing services (EMS) industry begins to feel headwinds, as ASIC companies...

As Donald Trump threatens to impose tariffs on Chinese imports from his first day in office, how to reduce dependence on China’s tech materials becomes a top priority for Asian countries like Japan and South Korea, which are heavily involved in semiconductors. According to a report by Nikkei, both...

Intel has recently announced that it will discontinue integrating DRAM into CPU packaging following Lunar Lake (LNL). However, this actually reveals deeper issues: Intel’s crisis in product planning and organizational decision-making. TrendForce's latest analysis points out that this setback...

According to a report from MoneyDJ, citing Nikkei, Microsoft, HP, and Dell are reportedly stockpiling electronic components in anticipation of increased tariffs on Chinese goods, expected to take effect once Donald Trump assumes office in January. The report states that Microsoft has instructed i...

According to a report from Liberty Times, citing Financial Times, Apple aims to launch its own AI model, Apple Intelligence, in China. However, the company faces significant challenges in securing official approval. Without collaboration with local enterprises, the approval process is expected to be...