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NEWS TAGGED SUPPLY CHAIN
Wednesday 18 December 2024
Apple selects Chinese supplier for next-gen HomePod displays
In a strategic move to diversify its display supply chain, Apple has selected Tianma Microelectronics to provide 7-inch LCD panels for its upcoming screen-equipped HomePod, scheduled...
Tuesday 17 December 2024
Asia's floating wind race: South Korea, Taiwan set sail as Japan stays in port?
The competition to dominate Asia's nascent floating offshore wind market is intensifying, with Taiwan and South Korea emerging as frontrunners while Japan's cautious approach risks...
Tuesday 17 December 2024
MediaTek secures steady orders, outlines trio of 2025 growth pillars
MediaTek continues to make waves with recent order wins. Sources indicate its 5G modem chips may enter the Apple Watch supply chain, while media reports suggest these chips could...
Tuesday 17 December 2024
TSMC chairman reveals shared focus with Elon Musk on humanoid robots
TSMC chairman C.C. Wei revealed that the "richest guy in the world"—widely believed to be Tesla CEO Elon Musk—shared his focus on developing multifunctional robots over...
Tuesday 17 December 2024
Intel's chip delays disrupts Taiwan PC and server supply chain
Intel CEO Pat Gelsinger retired on December 1, 2024, leaving CFO David Zinsner and senior executive Michelle Johnston Holthaus to serve as interim co-CEOs. While the board works to...
Tuesday 17 December 2024
Biden's bow-out embargo expose glaring gaps in China's HBM localization
The surging AI market has driven unprecedented demand for high-bandwidth memory (HBM), placing significant strain on supply chains. In early August, reports surfaced that the Biden...
Monday 16 December 2024
Data centers' race to cool AI drives liquid tech boom
As artificial intelligence (AI) strains data center cooling limits, a seismic shift from traditional air systems to liquid cooling solutions is reshaping the US$5 billion thermal...
Monday 16 December 2024
Taiwanese supply chains diversify as global auto market sees modest growth
Global automotive sales, including new energy vehicles (NEVs), are projected to underperform initial expectations in 2024, yet the market maintains an upward trajectory. Facing growing...
Monday 16 December 2024
Jarllytech to expand production capacities in SEA in response to Trump 2.0
With Donald Trump poised to take office in January 2025, the acceleration of supply chain relocation is becoming increasingly evident. Tai-yuan Chang, chairman of Jarllytech, a Taiwan-based...
Monday 16 December 2024
India roundup: India reports surging chip imports with rising reliance on China
India's rising imports of chips comes with an increasing reliance on China. In addition to semiconductors, India is pursuing AI self-reliance.
Friday 13 December 2024
Taiwanese startup Aegiverse targets defense tech expansion with precision navigation sensors
Aegiverse is betting big on fiber-optic gyroscopes (FOG) as military demand for resilient navigation systems surges amid growing drone and satellite deployments. The National Central...
Friday 13 December 2024
Speculation grows about MediaTek cutting into Apple Watch supply chain
Multiple media sources have reported that MediaTek's 5G modem chips may soon replace Intel's products in upcoming Apple Watch models. If true, it will mark MediaTek's first entry...
Friday 13 December 2024
Chinese SiC substrate firms eye overseas expansion amid domestic woes
Chinese SiC substrate vendors are seeking to expand beyond their home market where prices have collapsed amid severe oversupply, according to industry sources.
Friday 13 December 2024
Apple's slimmest iPhone yet may pave way for foldable devices, according to supply chain sources
Although Apple has received much flak for the lack of innovation in the external design of recent iPhones, the much-rumored iPhone 17 Air is now said to have entered the new product...
Thursday 12 December 2024
Trump 2.0 set to reshape global offshore wind industry dynamics, potential double-edged sword for Taiwan
US President-elect Donald Trump's consistent advocacy for fossil fuels and dismissal of renewable energy as a "century-long hoax" has raised concerns across the energy sector. Industry...
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