News tagged supply chain at DIGITIMES

NEWS TAGGED SUPPLY CHAIN

Monday 11 August 2025

Exclusive: Apple reportedly preparing US$599 MacBook to capture more laptop market share

Apple is preparing to shake up the notebook market with an all-new ultra-low-cost MacBook, according to supply chain sources. Some components are expected to enter mass production...

Monday 11 August 2025

Goertek channels US$100M into UK microLED pioneer Plessey for AR glasses breakthrough

Goertek, a major Apple supply chain partner, is ramping up upstream AR/VR investments with a US$100 million deal to acquire UK-based...

Monday 11 August 2025

GlobalWafers partners with Apple to bolster US chip supply chain, expand advanced wafer production

Sino-American Silicon Products Group (SAS) recently announced that its subsidiary, GlobalWafers, has entered a strategic partnership with Apple to target the US market jointly. The...

Friday 8 August 2025

Tariff clarity and car market recovery boost IKKA-KY outlook for 2H25

Japanese company IKKA-KY, which is listed in Taiwan, announced on August 7 its consolidated financial report for the first half of 2025. Consolidated revenue for the period reached...

Friday 8 August 2025

Taiwan races to build drone army as China stockpiles 2 million UAVs

Taiwan's ambitious plans to scale up its drone fleet are facing fresh scrutiny after supply chain sources revealed that China is stockpiling as many as 2 million unmanned aerial vehicles...

Friday 8 August 2025

'China for China' becomes new rulebook for Western chipmakers

Rising geopolitical tensions and trade barriers are prompting more US and European chipmakers to accelerate their "China for China" strategy — partnering with local Chinese...

Friday 8 August 2025

BYD’s Taiwan entry via Denza sparks a spike in trade and security debate

In a move that has reignited Taiwan's automotive and geopolitical debate, Chinese automaker BYD is reportedly seeking to enter the Taiwanese...

Friday 8 August 2025

GlobalWafers reframes tariff uncertainties into advantages

GlobalWafers chairperson Doris Hsu stated during its earnings call that recent currency fluctuations have somewhat suppressed revenue performance when calculated in New Taiwan Dollars...

Friday 8 August 2025

The Silicon Stranglehold: Taiwan tech exporters face Washington's tariff siege

On August 7, 2025, Washington dropped the hammer. A fresh wave of "reciprocal tariffs" crashed into Taiwanese imports, sending shockwaves through an already jittery tech ecosystem...

Friday 8 August 2025

Investment exemption in the US becomes lifeline as Trump pushes Taiwanese firms to accelerate expansion

Prior to the expected Section 232 investigation results, US President Donald Trump proposed a 100% tariff on chips and an investment exemption for firms relocating to the US, sparking...

Thursday 7 August 2025

Samsung Display wins first MacBook order, BOE eyes iPads

As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply...

Thursday 7 August 2025

TSMC's exemption gamble: four critical unknowns in Trump's chip tariff war

US President Donald Trump has revived his "America First" stance, proposing a 100% tariff on imported semiconductor products. This has put global technology industries, especially...

Thursday 7 August 2025

Beyond commodities: aerospace charts a new course for Taiwan's manufacturing sector

As price-cutting pressures weigh heavily on the consumer electronics supply chain, some Taiwanese manufacturers are finding a lifeline in the high-barrier world of aerospace and defense...

Thursday 7 August 2025

TI triggers largest chip repricing in years, stuns China clients with 60,000-part hike

As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments...

Thursday 7 August 2025

Apple pledges US$100B to expand US silicon ecosystem as Trump announces 100% tariff on chip imports

Apple has pledged an additional US$100 billion to bolster US chip manufacturing, rare earth supply, and its domestic supply chain, as former President Trump announced a 100% tariff...

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Aug 5, 11:49

Cultivating OCP, embracing open source

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