Wellysun emphasizes limited tariff impact as end customers do not export to North America

Regarding the recent China-US tariff policies affecting automotive components, Wellysun, a company specializing in the research and development, manufacturing, and sales of customized automotive electronic control modules, stated that the tariff policies have had limited overall operational impact since their end products are not exported to the US.

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Etron expands AI portfolio with edge computing solutions for smart robots and privacy-preserving AI

Etron Technology is making bold moves into the burgeoning edge AI market with the launch of its AI vision solution, eYs3D, under its subsidiary eYs3D Microelectronics. The solution has already secured 12 customers, including a major Taiwanese parking lot operator, with expectations that over a thousand parking lots will adopt the technology by the second half of this year. This growing demand is set to fuel Etron’s growth trajectory through 2026. Additionally, its other subsidiary, DeCloak, has unveiled new applications for its robot dog technology, integrating AI-powered privacy systems into military and law enforcement operations, with orders already overflowing into the year-end.

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Intel and AMD reap nearly 30% of revenue from China, yet US semiconductor imports are just 3%—What’s behind the discrepancy?

Washington’s export controls and escalating US-China chip tensions have dominated headlines, but American semiconductor leaders continue to rely heavily on the Chinese market. In 2023, China drove 27% of Intel’s global revenue, roughly US$14.6 billion, and 15% of AMD’s, about US$3.4 billion. Nvidia reported China accounted for over 13% of its fiscal 2025 revenue, totaling approximately US$17 billion. Despite Beijing’s push for self-reliance, these numbers highlight China’s critical role for US chipmakers. However, Chinese customs data reveals a stark contrast, with US semiconductors comprising just 3% of China’s total chip imports.

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Memory market soars as Samsung’s DDR4 phase-out sparks supply squeeze and price surge

The memory market is seeing a sharp surge, fueled by rising contract prices since the second quarter and Samsung Electronics’ move to phase out DDR4 modules, as revealed in communications with original equipment manufacturers (OEMs). This shift has sparked a significant jump in spot market prices, with DDR4 modules leading the charge. Despite lingering concerns over potential tariff hikes, constrained supply from upstream manufacturers and aggressive stockpiling by buyers have helped sustain the upward momentum in prices.

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Lessons from TSMC: Trump tariffs offer Taiwan manufacturers opportunity for AI transformation

The tariff war initiated by US President Donald Trump has been widely described by economists as a global economic crisis. However, Lee-feng Chien, the former managing director of Google Taiwan and an independent director at Appier, believes that the shift in tariff policy provides Taiwan’s manufacturing industry with a crucial opportunity to transform and upgrade.

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