News tagged supply chain at DIGITIMES

NEWS TAGGED SUPPLY CHAIN

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...

Wednesday 6 August 2025

Taiwan speeds toward low-carbon transit, targets full electrification by 2030

As Taiwan races toward its 2030 goal of fully electrifying city buses and achieving net-zero carbon emissions by 2050, the pressure on the domestic electric vehicle supply chain —...

Wednesday 6 August 2025

AMD says US export license review delays MI308 GPU shipments to China, no revenue included in guidance

During AMD's second-quarter 2025 earnings call, CEO Lisa Su and CFO Jean Hu provided updates on the ongoing US export control restrictions affecting the company's MI308 GPU shipments...

Wednesday 6 August 2025

Taiwan's JPP expands aerospace reach with acquisition of France's Segnere

Taiwanese precision manufacturer JPP Holding is deepening its aerospace ambitions with the acquisition of France's Segnere, a key supplier...

Wednesday 6 August 2025

Anduril establishes Taiwan hub to scale smart weapons, supply chain integration

Anduril, the US defense tech unicorn, has established a new office in Taiwan as part of its regional expansion. Founder Palmer Luckey visited Taipei on August 4 to speak at National...

Tuesday 5 August 2025

Taiwan OSAT gains from BIS whitelist fall short as US grants Chinese firms exemptions

Taiwan's IC OSAT supply chain was previously expected to benefit from US Bureau of Industry and Security (BIS) restrictions on Chinese semiconductor firms. The BIS's semiconductor...

Tuesday 5 August 2025

Exclusive: IC distribution shaken by CSP giant's single distributor move

The IC distribution market has faced a significant shift as one of the top four global CSPs appointed a sole distributor for its AI data center components consignment sales, transitioning...

Tuesday 5 August 2025

Taiwan faces Section 232 chip tariff crunch

The US has officially announced its latest tariff results, reducing Taiwan's reciprocal tariffs from 32% to 20%. The Executive Yuan promptly responded, stating that the US set a provisional...

Tuesday 5 August 2025

Trump tariffs drive shift in Taiwan's PCB strategy as exports from China to US jump

US President Donald Trump's tariff policies have significantly disrupted global supply chain strategies, prompting shifts across Asia's electronics manufacturing landscape. A DIGITIMES...

Monday 4 August 2025

iPhone 16 demand powers lens makers, but 4Q25 is the real test

Apple reported strong iPhone sales in its fiscal third-quarter 2025 earnings, pushing overall revenue higher and triggering a ramp-up in shipments across the optical lens supply chain...

Monday 4 August 2025

Ventec to launch Thailand factory in 2026 to serve US, Asia auto and aerospace markets

Ventec International Group, a specialty manufacturer of copper-clad laminates (CCLs), has commenced construction of a new manufacturing facility in Thailand as part of its broader...

Monday 4 August 2025

Decoupling in motion: how US tariffs and AI demand are redrawing EMS map

Since Donald Trump's first term in office, US-China relations have steadily deteriorated. Coupled with the supply chain disruptions triggered...

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Sep 9, 12:48

Meet ADLINK's cExpress-R8: The compact solution to demanding and diverse industrial workloads

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