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Thursday 28 November 2024
BYD reportedly preps for Trump 2.0 tariffs with 10% supplier cost cuts in 2025
BYD moves to shield itself from looming US tariffs as President-Elect Trump threatens new import taxes on Chinese, Canadian, and Mexican goods. The China-based EV giant has reportedly...
Wednesday 27 November 2024
Kian Sheng leverages EV subsidies and tourism revival to boost Chinese operations
Kian Sheng, a subsidiary of the Yulon Group, plays a pivotal role in Taiwan's electric bus supply chain. Despite challenges, the company's operations in China achieved notable results...
Wednesday 27 November 2024
Apple reportedly scouting Indian manufacturer partners to reduce reliance on China
Apple is actively pursuing partnerships with Indian manufacturers to establish a local supply chain beyond iPhone production, potentially including components for wearables and other...
Wednesday 27 November 2024
Supermicro returns to the battlefield with B300 as the focal point
Having emerged from its financial report turmoil, Supermicro is back in action, intensifying competition in the AI server market. Industry sources indicate that while other ODM manufacturers...
Wednesday 27 November 2024
Trump's threat of tariffs on Mexico may disrupt AI server supply chain
Donald Trump is set to return to the White House in January 2025, and he has already declared on social media that on his first day in office, he will sign an executive order imposing...
Wednesday 27 November 2024
US ban expansion may stifle China's AI chip ambitions
Market speculation suggests that the US may impose stricter restrictions on China. On November 28, it is anticipated that 200 Chinese semiconductor companies will be added to a trade...
Wednesday 27 November 2024
Xiaomi's first in-house mobile chip draws measured response from smartphone semiconductor industry
While Xiaomi prepares to launch its first self-developed smartphone system on chip (SoC) in 2025, major chipmakers Qualcomm and MediaTek maintain their composure, expressing confidence...
Tuesday 26 November 2024
Global smartphone shipments to see six-year CAGR of 3.6% from 2024-2029, says DIGITIMES Research
DIGITIMES Research, by synthesizing supply chain information, regional market conditions, and analyzing global political and economic trends, forecasts that global smartphone shipments...
Tuesday 26 November 2024
US grants US$59 million in chip subsidy to BAE Systems, Rocket Lab
The US Department of Commerce has awarded two significant grants under the CHIPS Incentives Program. The funding will go to BAE Systems and Rocket Lab to advance the country's supply...
Tuesday 26 November 2024
Molicel BBUs enter AI supply chain
Taiwan-based E-One Moli Energy (Molicel) has commenced shipments of backup battery units (BBU) to a major cloud service provider (CSP), according to parent company Taiwan Cement (T...
Tuesday 26 November 2024
Deglobalization accelerates global brands' supply chain reshuffle
Geopolitical tensions have spurred another major shift in global supply chains, as highlighted by TSMC founder Morris Chang's proclamation that globalization is dead. With Donald...
Monday 25 November 2024
Apple's Cook joins CEO summit with Chinese Premier on trade
Apple CEO Tim Cook joined more than 20 corporate leaders in discussions with China's premier Monday, as global companies grapple with potential trade disruptions and economic uncer...
Monday 25 November 2024
HP brace for Trump 2.0 with leadership and supply chain overhaul to NA
Following President-Elect Donald Trump's election victory, PC brands are intensifying their strategic shifts. Hewlett-Packard (HP), the world's second-largest PC maker, has reportedly...
Monday 25 November 2024
Taiwan drone industry urged to look beyond hardware
Taiwan is making an aggressive push into the global drone market, leveraging its manufacturing prowess and "non-red" supply chain status as Western nations seek alternatives to Chinese...
Monday 25 November 2024
Samsung's HBM3E availability remains uncertain for Nvidia's Blackwell
During Nvidia's earnings call for the third quarter of fiscal year 2025, CEO Jensen Huang expressed gratitude to supply chain partners including TSMC and SK Hynix for their contribution...
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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