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.

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Micron reportedly secures Nvidia certification for fifth-gen 12-layer HBM3E supply

Micron Technology is advancing in the high bandwidth memory (HBM) market, historically led by South Korean giants SK Hynix and Samsung. Reports indicate that Micron has secured Nvidia’s quality certification for its fifth-generation HBM3E and will supply this memory for Nvidia’s upcoming AI accelerator, Blackwell Ultra (GB300), report Korean outlets SBS Biz and Donga.

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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.

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Tariff U-turns reshape Samsung-Apple rivalry

US President Donald Trump’s rapidly changing tariff policies—particularly his proposed reciprocal tariffs—have disrupted global electronics supply chains that took decades to build, hitting Apple’s Southeast Asian network. However, when Trump postponed the application of reciprocal tariffs on countries outside China, it ironically placed Apple at a disadvantage against rivals like Samsung Electronics.

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