ComputInsights #3 – Weekly Computing Market Insights

Market Insights

US Tariffs Reshape Global Chip Supply Chain Amid Rising Costs

The latest US tariff measures under President Donald Trump are disrupting the global electronics supply chain, forcing companies to adjust prices and reconsider sourcing strategies, according to DIGITIMES Asia. While Taiwanese chipmakers may gain a slight edge as Chinese components face increasing restrictions, the broader industry faces squeezed profit margins, pricing pressures, and economic uncertainty, with 2025’s growth prospects hinging on innovation and resilient consumer demand.

Japan Considers Anti-Dumping Tariffs on Chinese Graphite Electrodes

Japan is evaluating anti-dumping duties on Chinese-made graphite electrodes after a mid-term report found that low-cost imports have harmed domestic manufacturers. With preliminary findings showing Chinese electrodes selling at nearly half their domestic price, Japan’s government is gathering further evidence before deciding on tariffs that could protect its steel industry and automotive supply chain.

China’s Low-Cost SiC and Mature Chips Reshape Global Semiconductor Market

China’s aggressive expansion in SiC and mature semiconductor production, driven by state subsidies and access to non-restricted equipment, has slashed wafer prices from $1,500 to as low as $500, pressuring global competitors like Wolfspeed and ROHM, Nikkei reports via ijiwei. Meanwhile, Chinese foundries are rapidly increasing their share of mature-node chip production, expected to exceed 25% among the top 10 by late 2025, raising concerns of overcapacity in 28/22 nm and specialty processes, TrendForce Notes.

M&A and Investments 

Enosemi and Jabil Partner to Revolutionize Photonic Chip Packaging

Enosemi and Jabil have joined forces to develop cutting-edge packaging technology for high-speed photonic chips, addressing critical interconnect bottlenecks in AI and cloud computing, according DIGITIMES Asia. By combining Enosemi’s advanced 1.6 terabit-per-second photonic chiplets with Jabil’s expertise in manufacturing and supply chain solutions, the partnership aims to enhance data center efficiency and scalability, driving the next wave of AI computing innovation.

Taiwan Secures Semiconductor Leadership Amid $100 Billion TSMC-US Expansion

Taiwan has reaffirmed its commitment to retaining its most advanced semiconductor technologies domestically, even as TSMC embarks on a $100 billion expansion in the United States, as stated by The Guardian. While the investment strengthens global chip supply chains, Taiwan’s strategic decision to keep cutting-edge processes such as 2nm and 1.6nm fabrication at home underscores its intent to maintain technological leadership and mitigate geopolitical risks.

Company Specific News

Foxconn’s Mega-AI Plant in Mexico Pushes Forward Despite Tariffs

Foxconn’s $900 million AI server plant near Guadalajara, Mexico, is on track for completion within a year, signaling strong confidence in the region’s booming tech sector despite new U.S. tariffs (Bloomberg, 2025). With Mexico emerging as a key player in the semiconductor industry, rising investments and high demand for industrial space highlight the country’s resilience and growing appeal as a global technology hub.

Lens Technology Expands Role in Humanoid Robotics Industry

Lens Technology is deepening its integration into the humanoid robotics value chain, leveraging its expertise in precision manufacturing and materials science to support the industry’s rapid commercialization. With advancements in proprietary sensors, lightweight materials, and key partnerships—such as its collaboration with AgiBot—Lens Tech is positioning itself as a leader in China’s robotics ecosystem, driving innovation and large-scale production in the global humanoid robotics market.