➀ TrendForce表示，美国关税的未来走向将是影响下半年内存供需和定价的关键因素；

➁ 90天的宽限期暂时缓解了因新关税壁垒导致的需求损失担忧，但美国贸易政策方向的持续不确定性使得内存买家更加谨慎——通过增加DRAM和NAND库存水平作为应对供应风险的缓冲；

➂ 这种积极的库存积累扩大了第二季度的DRAM和NAND Flash预期合同价格上涨，但这种上涨可能是短暂的，因为美国品牌和出口商的需求，他们对关税变化更为敏感，已经大量提前到第一季度，打破了季节性趋势。

➀ Apple preemptively shipped five planeloads of iPhones, PCs, and other devices from India to the U.S. in late March to avoid paying 10% import duty in the U.S. and to stabilize prices temporarily in America.

➁ This move gives Apple an inventory buffer in its largest market, allowing it to assess the impact of new tariffs on its supply chain without urgency.

➂ Apple's manufacturing base spans several countries, with some models produced in India and others in China, Vietnam, and Texas.

➀ China has introduced new export restrictions on materials containing scandium and dysprosium, which are critical for RF and storage applications, potentially impacting key players in these industries.

➁ These restrictions follow previous rounds of tightening rare earth export rules and reflect a calculated strategy targeting the high-tech manufacturing supply chain.

➂ The impact of these restrictions is yet to be fully assessed, but they are expected to cause disruptions in the semiconductor industry.

➀ EnSilica, a mixed-signal ASIC designer, has opened a second design centre in Brazil;

➁ The new centre is in Campinas, São Paulo State, complementing the company's existing facility in Porto Alegre;

➂ The expansion is driven by a multimillion-pound contract from an optical computing systems customer and aims to meet the growing demand for a resilient European-based supply chain.

Strathclyde University has received £9 million from Innovate UK to pursue semiconductor packaging R&D.

The goal is to create an advanced packaging line for power electronic semiconductors that will reduce packaging times from months to days.

Global material shortages, limited manufacturing capacity, and a lack of innovation facilities have left the UK supply chain dependent on international markets for key components, leading to long delays.

➀ HP has announced that by October 2025, 90% of its products for North America will be manufactured outside of China.

➁ The shift in production is a response to the Trump administration's imposition of prohibitive tariffs on imports from China.

➂ HP is working to restructure its production network to reduce reliance on China, historically a key manufacturing hub for North America.

➀ The Q4 Optical Transport equipment market grew approximately 45% y-o-y, despite the full-year market falling 13%;

➁ Dell’Oro’s VP Jimmy Yu suggests that the strong fourth quarter growth indicates near equilibrium in supply and demand;

➂ The market outside of China grew about 35% sequentially in 4Q 2024, with North America experiencing a third consecutive quarter of revenue increase.

➀ Farnell has expanded its industrial and maintenance, repair and operations (MRO) offerings;

➁ The expansion includes new partnerships with Airotronics, Dwyer, Endress+Hauser, Pickering, Peltec, Siemens, SICK, Trimax, and TKD Kabel;

➂ Customers now have access to 18 product categories through a dedicated webpage.

➀ The approved IC design companies and semiconductor packaging and testing companies are mainly from Europe, the United States, and Taiwan, indicating a clear intention to decouple technology. It is necessary to build a complete and independent domestic electronic information industry chain.

➁ The requirement for sensitive chip outsourcing and the use of designated packaging and testing companies show that packaging and testing will be the next target of US suppression. It is necessary to enhance wafer manufacturing and packaging and testing capabilities, ensuring close cooperation among design, manufacturing, and packaging and testing companies.

➂ The safety of nodes above 16/14nm, such as 20nm and 28nm, will not be a concern as long as a complete and independent industry chain is formed.

➃ It is necessary to ensure the sufficient supply of 16/14nm process technology as soon as possible to avoid affecting the upgrade of many products.

➄ Short-term focus on technology optimization and capacity expansion of mature processes such as 28nm, and medium to long-term breakthroughs in special processes such as automotive chips and the third generation of semiconductor. In addition, accelerate the research and development of new materials and new architectures, such as SiC/GaN, computing-in-memory chips, and silicon photonics chips.

➀ Apple's supply chain management has been recognized as the best in the world since 2010, with Tim Cook further reducing suppliers to 24.

➁ Apple's supply chain diversification strategy helps reduce supply risks and strengthens control over the supply chain.

➂ Suppliers like Imagination and Dialog have faced challenges due to Apple's shifting supply chain strategy.

➃ Cirrus Logic, an Apple key supplier, provides high-quality audio chips and has a long-standing partnership with Apple.

➄ Cirrus Logic's SoundClear technology is used by Amazon Voice Service for high-fidelity audio playback.

➅ Apple's supply chain strategy involves self-developed chips and maintaining a diverse supplier base.

➆ The high dependency on Apple poses risks for suppliers like Cirrus Logic.