true, adama. I have always thought of SMBU aka Accurus selling solder balls. There are some signs of logic and memory chips demand picking up in the industry and I think that will drive solder balls demand too for bga packages.

that is probably the only explanation that makes sense, adama. twd and rmb impact is not that huge and will not be able to offset the impact from the usdmyr weakening. if it is true, the boss/cfo is smart ooh.

China's exports surged in the first two months of this year despite trade tensions with the US. Official figures show exports jumped by more than 20% in January and February, which is almost three times the rate predicted by economists. It puts the country on track to top the record-breaking annual trade surplus it saw in 2025. The announcement comes as US President Donald Trump is expected to visit China in early April to meet his Chinese counterpart Xi Jinping.

The world's second largest economy is heavily reliant on exports as it faces a number of issues including weak consumer spending, a shrinking population and a property market crisis. Beijing typically combines January and February trade data to adjust for distortions caused by the Lunar New Year holiday, which falls on different dates each year. China's exports were boosted by strong demand for electronics while shipments of agricultural and manufactured goods also rose.

Trade with European countries grew by 27.8%, while exports to Asean countries - a group of South East Asian nations including Thailand, Singapore and Philippines - climbed by nearly 30%. But China's exports to America fell more than 10% as Trump imposed tariffs and other measures to address trade imbalances between the two countries.