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Thursday 20 February 2025
Supply chain implications of iPhone 16e reveal Apple's strategic shifts
Apple's latest iPhone 16e combines premium features with affordability, marking several strategic shifts in the company's supply chain and manufacturing approach. While consumers...
Wednesday 5 February 2025
Tesla's 4Q24 miss raises questions on Musk's ambitious bets on budget EVs, robotaxis, and humanoid AI
Tesla's fourth quarter of 2024 earnings fell short of expectations, but CEO Elon Musk remains bullish on three key initiatives: budget EVs, commercial robotaxis, and humanoid robots...
Monday 3 February 2025
Trump 2.0 prospects: tariffs spark potential three-way supply chain realignment
President Trump's administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since...
Tuesday 14 January 2025
SDV popularity still has long way to go
The prospect of software-defined vehicles (SDVs) becoming a common sight on the road in the US will still be slim in 2025. The biggest issue is: Who is going to foot the bill for...
Friday 10 January 2025
Supply chain welcomes Chinese subsidy-driven replacement wave
Major tech companies are gearing up for a surge in replacement demand as government incentives aim to stimulate sales of home appliances and consumer electronics products.
Friday 20 December 2024
The US government releases first-ever quadrennial supply chain review
The White House issued what it describes as the inaugural Quadrennial Supply Chain Review on December 19, 2024, which the incumbent Biden-Harris Administration says represents its...
Tuesday 3 December 2024
TSMC presents awards to outstanding suppliers at 2024 supply chain forum
TSMC gathered industry partners at its 2024 Supply Chain Management Forum on December 2, presenting awards to 27 outstanding suppliers, including seven Taiwanese companies, in recognition...
Thursday 28 November 2024
Taiwanese firms target wireless charging chip opportunities amid prospects of wearable technology
When the Wireless Power Consortium (WPC) announced the Qi2 wireless charging standard in 2023, attention was on its integration progress into smartphones. Supply chain members, however,...
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...
Research Report Database
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research