Trump tariffs rattle global memory market as Micron shifts costs; Samsung and SK Hynix hold steady
Following President Donald Trump’s recent announcement of a sweeping “reciprocal tariffs” policy, a new wave of economic uncertainty is rippling through the global tech supply chain. US chipmaker Micron Technology has already responded, stating it will pass the additional costs onto customers. Meanwhile, South Korean memory giants Samsung Electronics and SK Hynix are taking a more cautious approach—adopting a wait-and-see strategy while maintaining current pricing policies.
Micron reportedly secures Nvidia certification for fifth-gen 12-layer HBM3E supply
ByteDance reportedly taps suppliers for AI smart glasses in broader XR strategy
AI redefines display industry applications as AUO pushes for growth in new vertical markets
AI is rapidly redefining the application scenarios within the display industry. Leveraging the resources of its parent group, AUO Corporation is accelerating the integration of hardware and software systems across diverse fields. The company is strategically expanding into vertical markets, forecasting that by 2025, the revenue share from these verticals will approach 20%, positioning them as one of its three key revenue pillars.