➀ DRAM and NAND prices surged 27% in May, marking two consecutive months of over-20% increases.

➀ The spike is driven by global companies stockpiling chips to avoid tariffs announced by Trump, with a 90-day tariff grace period creating market uncertainty.

➂ Major DRAM manufacturers like Samsung, Micron, and SK Hynix are phasing out DDR4 production, while Chinese firms also reduce supply, further escalating pricing pressures.

➀ Despite the uncertainty surrounding U.S. tariffs, PC shipments are expected to soar, with IDC adjusting their forecast upwards due to the 90-day pause on tariffs by the Trump administration.

➁ The forecast is based on strong results in the first quarter of 2025 and the anticipation of a healthy commercial demand for PCs.

➂ However, there are concerns about the impact of worsening macroeconomic conditions and budget pressures on organizations in Europe.

➀ IDC revises 2025 global PC shipment forecast to 274M units, citing 4.1% YoY growth driven by manufacturers rushing to beat U.S. tariffs and Windows 11 migration;

➁ Tariff exemptions during a 90-day pause motivate bulk shipments to the U.S., but oversupply risks loom post-deadline;

➂ Windows 10's EOL in October 2025 may accelerate Windows 11 adoption, while AI PCs remain a delayed hope for 2026.

➀ Semiconductor capital expenditures (CapEx) are expected to decrease to $155 billion in 2024, before increasing to $160 billion in 2025.

➁ TSMC plans a significant increase in CapEx for 2025, estimating between $38 billion and $42 billion, while Micron Technology is projecting $14 billion.

➂ The CHIPS Act has allocated $32 billion in grants and $6 billion in loans to support semiconductor manufacturing in the U.S.

➀ The market is currently experiencing a cold wind due to the upcoming US equivalent tariff policy on April 2nd.

➁ Three sectors are worth paying attention to: financial, resources, and chip equipment.

➂ The chip equipment sector has seen several positive developments, including the acquisition of a semiconductor testing equipment company by the National Integrated Circuit Fund and the participation of a new chip equipment company with a mysterious background in an international semiconductor exhibition.

➃ It is expected that domestic advanced G-line machines have passed the acceptance test and will enter mass production next year.

➄ The domestic advanced chip production line is expected to have a significant impact on the global chip industry.

➀ The EC has charged Google with favoring its own services over rivals in its searches and ordered Apple to further open iOS to rivals’ connected devices.

➁ The EC argues that it is merely enforcing the terms of the 2022 Digital Markets Act.

➂ Many see this as the EC throwing down the gauntlet to the new US administration, which has threatened to impose tariffs on countries imposing fines on US digital services companies.

➀ Foxconn's Chairman Young Liu claims that the Trump administration's tariff strategy is causing a 'big headache' for the company's largest tech partners.

➁ Liu discusses the impact of the U.S. government's recent trend of rapid declaration and rescinding of tariffs on Foxconn's business.

➂ The article explores how the unpredictability of the U.S. government's tariffs is affecting the tech industry and Foxconn's manufacturing plans.

➀ The US Chips Act is under threat after President Trump's speech in Congress;

➁ Trump urged Congress to scrap the Act and use leftover funds for other purposes;

➂ Trump believes tariffs are a better way to support domestic chip-making and cited TSMC's $100 billion investment in Arizona fabs as an example.

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 IDC forecasts smartphone unit sales to grow 2.3% in 2025, following a 6.1% increase in 2024.

➁ Android is expected to grow 40% faster than iOS in 2025, driven by a 5.6% increase in China, thanks to government subsidies.

➂ Despite iOS's 1.9% decline in China, it is forecast to grow globally by 1.8% due to strong U.S. growth.

➀ The Trump administration is considering imposing additional tariffs of over 25% on semiconductors and pharmaceuticals, following a 25% tariff on automobiles.

➁ Rapidus Semiconductors aims to mass-produce cutting-edge semiconductors by 2027 and views the US as a key export market.

➂ If the additional tariffs are applied, it could impact their mass production plans.

➃ Rapidus is seeking an exclusion based on the use of IBM technology, arguing it promotes semiconductor production in the US and contributes to the US economy.

➀ Acer CEO Jason Chen confirms laptop price hikes due to 10% tariffs on Chinese imports;

➁ The price increase is planned to be 10% next month;

➂ Acer accounts for 12% of laptop ownership in the US as of December 2024.

➀ Acer CEO Jason Chen announced a 10% price increase for laptops in the U.S. starting from March 2025, attributing it to incoming tariffs from the Trump administration.

➁ The price hike is expected to affect the assembly of laptops that left China after February 2025.

➂ The move could set U.S. customers back by $143 billion, according to the Consumer Technology Association.