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NEWS TAGGED SUPPLY CHAIN
Friday 18 October 2024
QCT and Pegatron to capitalize on AI server growth
As Nvidia's GB200 chip enters mass production, Taiwanese AI server supply chain firms are preparing for an anticipated surge in demand from major cloud service providers. Mike Yang,...
Friday 18 October 2024
Rumors of factory sales resurface, Innolux states there are no existing plans
Following the sale of its Fab 4 to TSMC, rumors have emerged that Innolux may soon sell additional factories to TSMC, causing unease among employees and the supply chain. In response,...
Friday 18 October 2024
Mixed smartphone outlook for Apple and competitors
The outlook for Apple's iPhone and competitors' smartphones may be mixed, but Largan Precision, a leading phone camera lens supplier, remains conservative about the overall market.
Thursday 17 October 2024
New regulations for Taiwanese vehicles take effect; manufacturers and supply chains overwhelmed
The Ministry of Economic Affairs' Industrial Development Administration (IDA) published guidelines for recognizing localized supply chain cooperation value ratios for Chinese vehicle...
Thursday 17 October 2024
Seres and Huawei's EV collaboration boosts supplier revenue in Q3
Chinese automaker Seres, in partnership with Huawei to produce the Aito EV brand, reported strong financial results for the first three quarters of 2024, driving notable growth for...
Thursday 17 October 2024
Passive components supply chain upbeat about 2025 thanks to AI boom
Taiwan's passive components supply chain is anticipating a favorable market outlook for 2025 as a result of the demand generated by AI device applications, according to industry so...
Thursday 17 October 2024
Lite-On expects strong AI-related sales growth in 2025
Lite-On Technology, a supplier for Nvidia's Blackwell GB200 chip, projects substantial sales growth in AI-related businesses for 2025.
Thursday 17 October 2024
Himax and Elan capitalize on rising demand for AI PC touchscreens
Even though a true AI PC sales boom has yet to materialize, both supply chain firms and end-user brands are already innovating in terms of AI PC functions and designs. For Taiwanese...
Thursday 17 October 2024
Lite-On preparing for next-gen AI chip platform in advance
As Nvidia Blackwell GB200 chips near the mass production and shipment stage, supply chain players are already making initial preparations for the next-generation Rubin AI platform...
Wednesday 16 October 2024
Luxshare steps up capacity expansion in Vietnam
Luxshare Precision Industry, Apple's primary Chinese partner, has accelerated its capacity expansion in Vietnam by expanding its factory site in Nghe An, according to industry sour...
Wednesday 16 October 2024
Early consumption could freeze China's auto market in 2025
China saw excellent new automobile sales in October thanks to government incentives. However, concerns have been raised about whether government subsidies are simply encouraging consumers...
Wednesday 16 October 2024
Largan reportedly to address iPhone 16 shipment concerns at October 17 earnings call
As the second wave of iPhone 16 shipments begins, supply chain sources report that sales have underperformed. Apple's 2024 strategy centered on Apple Intelligence, but key features...
Tuesday 15 October 2024
Better, faster, cheaper: Taiwan's path to defense contracts in the US
The defense sector, once a tightly controlled and exclusive industry with high entry barriers, is opening up amid US-China tensions and rising geopolitical conflicts. This realignment...
Tuesday 15 October 2024
China's cobot market edges out foreign rivals as Taiwanese brands seek viable alternatives
The AI robotics market is expanding rapidly worldwide, with China emerging as the largest end-user market for robots, driving fierce competition among global supply chain companies...
Tuesday 15 October 2024
Apple reins in Chinese suppliers amid quality issues, turning back to Taiwanese manufacturers for reliability
In recent years, the rise of the Chinese supply chain has been putting pressure on Taiwan-based manufacturers due to factors such as cost, customer supply chain strategies, and indigenous...