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Thursday 7 November 2024
Observing Germany's top industry player Zeiss
I recently attended Zeiss's Quality Innovation Summit in Berlin, where I delivered a one-hour presentation titled "Reshaping Global ICT Supply Chain." Through arrangements made by...
Friday 1 November 2024
Supermicro's financial crisis unfolds, supply chain on the lookout for 2 key issues: An in-depth analysis
Supermicro faces mounting financial scrutiny following the resignation of its auditor, Ernst & Young (EY), over corporate governance and transparency concerns. While supply chain...
Monday 14 October 2024
Countering China's asymmetric strategy from demand side of supply chain resilience
At a recent International Forum on Supply Chain Resilience, scholars raised urgent concerns about China's strategy of increasing global dependence on its economy while simultaneously...
Friday 11 October 2024
Hybrid surge brings new momentum to Taiwan's auto supply chain
Supply chain insiders say that the biggest obstacles to fully electric vehicle (EV) adoption remain a lack of charging infrastructure and limited range, and following a surge in early...
Tuesday 8 October 2024
TV panel prices may stabilize after supply cuts
With key China-based LCD panel producers cutting back production, prices for TV applications are expected to stabilize in October, according to industry sources.
Wednesday 2 October 2024
Supply chain cautious about auto market outlook for 4Q24
Industry sources anticipate that the automotive sector will stay stagnant in the fourth quarter of 2024 and remain cautious about prospects in the face of unfavorable macro develop...
Tuesday 3 September 2024
Polish semiconductor suppliers gear up for SEMICON Taiwan 2024
With SEMICON Taiwan 2024 soon to kickstart on September 4, Polish semiconductor suppliers are preparing to strengthen their ties with Taiwan. Supported by the Polish Investment and...
Monday 2 September 2024
Supermicro's expansion sparks new competitive challenges
Supermicro's troubles are escalating as the company faces scrutiny from short-sellers, delays its annual report, and experiences a sharp decline in market value. The larger question...
Friday 30 August 2024
Timely Blackwell shipments ease HBM supplier concerns
After Nvidia confirmed the on-schedule shipment of its latest Blackwell GPUs, high-bandwidth memory (HBM) providers, including SK Hynix and Samsung Electronics, expressed relief as...
Friday 16 August 2024
BYD AI-assisted vehicle appeal diminished by market price competition
BYD has pulled out all the stops to get ahead in AI-assisted vehicle development with its progress garnering the most attention.
Tuesday 6 August 2024
iPad, Mac sales surge as AI and M4 chips poised to drive consumer demand in late 2024
Apple's financial report for the third quarter of fiscal year 2024 revealed impressive results for the iPad and Mac series, with the iPad showing particularly strong performance....
Thursday 18 July 2024
Key TSMC earnings takeaways: CoWoS supply-demand balance by 2025, N2 and A16 details
C. C. Wei, chairman and CEO of TSMC, introduced the concept of "Foundry 2.0" and provided additional information regarding the company's advanced 2nm and A16 process technologies...
Tuesday 16 July 2024
SK Hynix reportedly partners with Amkor in supplying interposers
Amid the competition among SK Hynix and Samsung Electronics regarding HBMs, SK Hynix reportedly plans to team with Amkor to enter the interposer market to alleviate the interposer...
Monday 15 July 2024
China's NEV sales surge domestically, face challenges abroad
The global electric vehicle (EV) market is experiencing a slowdown, with China's new energy vehicle (NEV)...
Friday 12 July 2024
Apple rumored to stock up iPhone 16s to 90 million units; Foxconn initiates peak season hiring
Supply chain sources indicate that following the reveal of the new AI platform Apple Intelligence at the WWDC in June and the announcement that it will be integrated into the iPhone...