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Tuesday 22 November 2022
ASEAN still can not replace Chinese manufacturing
Changes in the supply chain are brewing due to policy changes in China. Compared with what China was previously able to offer companies that established factories locally, strict...
Monday 21 November 2022
Apple reportedly to have Samsung replace YMTC for iPhone-use NAND flash supply in 2023
Apple has quietly suspended plans to purchase 128-layer NAND flash from Chinese supplier Yangtze Memory Technologies (YMTC) for iPhones targeting the China market, and reportedly...
Friday 18 November 2022
Lucid Motors keeps supply chain flexible by enhancing in-house capabilities
The automotive industry has begun overlapping with electronics industry and battery industry as the world pushes for electric vehicles (EVs). As the number of semiconductors, electronics,...
Wednesday 16 November 2022
SK On seeks stable, long-term lithium supply
SK On recently announced that it has signed a deal with Chile's SQM for high quality lithium hydroxide for five years starting in 2023. The South Korean company has also reached an...
Wednesday 16 November 2022
China battery cell makers adopt floating quoting schemes for 2023 supply contracts
Main China-based ternary and LFP (lithium iron phosphate) battery cell makers have adopted floating quoting schemes dynamically associated with fluctuations in material cost instead...
Wednesday 16 November 2022
WPG sees inventory peak
IC distributor WPG expects inventories across mass-market industry supply chains to peak throughout the second half of 2022.
Wednesday 16 November 2022
Sourceability drives digital supply chain transformation, shaping new development for IC distributors
The IC distribution industry is a highly competitive market where speed is paramount, constituting an indispensable part of any discussion about restructuring electronic supply chains...
Wednesday 16 November 2022
PMIC suppliers expect inventory correction to end by 2Q23
Power management IC (PMIC) suppliers expect the ongoing inventory adjustments across the industry supply chain, except those for automotive applications, to not end until the second...
Tuesday 15 November 2022
Robust demand for high-end SoCs buoys probe card maker MPI profits
Robust demand for high-end mobile SoCs, networking ICs and HPC chips has buoyed MPI's profit performance, with the probe card maker's net profit for the first three quarters of this...
Tuesday 15 November 2022
Winbond expects demand to pick up starting mid-2023
Specialty DRAM and flash memory chipmaker Winbond Electronics expects inventory correction across the industry supply chains to come to an end in the first half of next year, with...
Friday 11 November 2022
Macronix cuts into supply chain of multiple automotive IDMs
Macronix International with its automotive NOR flash memory has cut into the supply chain of multiple IDMs, including the latest self-driving systems from Nvidia and Qualcomm, according...
Thursday 10 November 2022
Automotive supply chain saw component demand revival despite macro headwinds
With the pandemic, the war in Ukraine, and inflation, the automotive sector has been badly affected by the overall environment. However, entering the traditional peak season for the...
Thursday 10 November 2022
Jaguar Land Rover partners with Wolfspeed for Silicon Carbide semiconductor technology supply for next-generation electric vehicles
Jaguar Land Rover and Wolfspeed have today announced a strategic partnership to supply Silicon Carbide semiconductors for next generation electric vehicles, delivering increased powertrain...
Wednesday 9 November 2022
UMC launches initiative to cut supply chain emissions by 20% by 2030
Semiconductor foundry company United Microelectronics Corporation (UMC), announced on November 9 at its annual supplier summit the launch of the Supply Chain Greenhouse Gas (GHG)...
Tuesday 8 November 2022
Fabless firms clearing inventories aggressively
Since the latter part of the third quarter, Taiwan-based IC design houses, including first-tier players, have become aggressive in clearing on-hand inventories by slashing orders...