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NEWS TAGGED SUPPLY CHAIN
Wednesday 12 February 2025
Despite global disruptions, TSMC and Nvidia bolster Taiwan's semiconductor supply chain
In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying...
Wednesday 12 February 2025
Taiwan and Kyushu strengthen semiconductor ties with new trade center and initiatives
Taiwan's Minister of Economic Affairs J.W. Kuo held discussions with a Kyushu Regional Strategic Council delegation during their visit to Taiwan on February 11, 2025.
Wednesday 12 February 2025
Trump's first-term SiC squeeze catalyze China's industry growth
US President Donald Trump's first-term restrictions on silicon carbide (SiC), intended to limit China's access to the crucial third-generation semiconductor material under national...
Wednesday 12 February 2025
China's automotive ambitions drive merger of state-owned giants
Two of China's largest state-owned automotive enterprises have announced plans for a strategic reorganization. Dongfeng Motor Corporation and Changan Automobile (Changan), both under...
Tuesday 11 February 2025
ASEAN deepens China supply chain ties despite Panama's BRI exit
Under pressure from the Trump administration, Panama has exited China's Belt and Road Initiative, even as Southeast Asian nations move to deepen their supply chain ties with China...
Tuesday 11 February 2025
Apple supplier Luxshare signs CNY120 billion industrial project in Kunshan
Luxshare Precision has signed a CNY120 billion (approx. US$16.43 billion) industrial project agreement in Kunshan, the city's largest investment in three years. When fully operational,...
Tuesday 11 February 2025
Taiwan OSAT firms set to benefit from TSMC's enforcement of BIS whitelist
TSMC is reportedly enforcing US chip export restrictions by requiring Chinese IC design houses to use BIS-whitelisted OSAT facilities for back-end processing of sub-16nm chips. The...
Tuesday 11 February 2025
Apple updates iPad and Mac products; supply chain remains active during off-peak season
The supply chain has reported that Apple recently initiated updates for its iPad and Mac product lines, primarily transitioning to Apple's own chips. As related suppliers have begun...
Tuesday 11 February 2025
Critical minerals face market uncertainty amid global energy transition and geopolitical risks
The global energy transition is driving unprecedented demand for critical minerals including lithium, nickel, cobalt, copper, and rare earth elements. These resources have become...
Monday 10 February 2025
LinkCom sees growth potential in 1Q25 on strong networking demand
LinkCom's magnetic components division demonstrated robust performance in January, driven by steady networking product demand and successful Wi-Fi 7 order fulfillment. Despite the...
Monday 10 February 2025
Taiwan auto supply chain monitoring inflation, Southeast Asia amid changing tariff policies
Prior to the start of US President Donald Trump's second term, he repeatedly indicated that he would take measures to target the energy and automotive industries with the goal of...
Monday 10 February 2025
Beyond hardware: Taiwan's challenge in breaking into US drone supply chain
Taiwan's ambitious push to become a trusted partner in the US drone supply chain faces significant hurdles as manufacturers struggle to transition from their traditional hardware...
Monday 10 February 2025
Apple's upcoming product launches boost Taiwan's PCB supply chain in 1Q25
Apple's 2025 product launches are set to drive substantial growth in Taiwan's PCB (Printed Circuit Board) supply chain, with manufacturers benefiting from rising demand for AI technology...
Monday 10 February 2025
HiWin targets US market, eyeing synchronized revenue and profit growth by 2025
Taiwan's leading motion control specialist HiWin Technologies is strengthening its presence in the American market through partnerships with US logistics startups and plans for local...
Saturday 8 February 2025
Estonian defense delegation explores drone partnership in Taiwan
Taiwan has welcomed Estonia as its newest partner in the drone industry. The visit by the Estonian defense delegation has created new collaborative opportunities in this sector. On...
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