Major IPC suppliers begin new certification; DDR4 price surge expected to last until late 2025

Leading memory manufacturers have successively announced end-of-life (EOL) plans for DDR4 DRAM, with memory module vendors reporting strong order momentum from end customers in the second quarter of 2025 that is expected to continue into the second half of the year. Although industrial PC (IPC) customers unable to upgrade immediately are gradually shifting toward certifying “new suppliers” for DDR4, the price hike effect for DDR4 is expected to persist through the end of 2025.

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The chip nobody talks about: US and China’s hidden agendas behind H20’s silent comeback

Nvidia’s H20 chips were recently cleared for export to China again, but industry reactions vary. Some companies are actively stockpiling out of concern that renewed tensions between China and the US could lead to another supply cutoff. Others remain calm, as they had already secured sufficient inventory through existing channels. Notably, sources say companies have been instructed by both the US and China not to comment on H20 sales or shipment status.

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Lam Research sees strong start to FY26 on AI chip boom

Lam Research reported fourth-quarter earnings for its fiscal year ending June 29, 2025, that exceeded analyst expectations, driven by increased demand for equipment used in the production of advanced AI chips. The California-based semiconductor equipment manufacturer posted revenue of US$5.17 billion, marking a 9.6% rise from the previous quarter and surpassing Wall Street’s forecast of US$4.99 billion.

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Hyundai chief joins Samsung, Hanwha in US tariff blitz

Hyundai Motor Group Executive Chair Chung Eui-sun will visit Washington on July 30 to back South Korea’s final-stage trade negotiations with the US, joining Samsung Chairman Lee Jae-yong and Hanwha Vice Chair Dong-kwan (DK) Kim in lobbying efforts. The talks aim to reduce the 25% US import tariff on cars, a key issue for Korean automakers seeking to maintain price competitiveness.

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Taiwan’s manufacturing exodus: why lower tariffs won’t bring factories home

As the US deadline for reciprocal tariffs, set under the Trump administration, approaches on August 1, 2025, Taiwan’s final tax rate remains unresolved. While Vietnam and the Philippines—now major production hubs for Taiwanese networking equipment manufacturers—face tariffs of 20% and 19% respectively, speculation has emerged over whether a more favorable rate for Taiwan could trigger a shift in production back home.

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