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Thursday 29 August 2024
YTEC expands proprietary equipment sales amid China's push for domestic semiconductor supply chain
YTEC, a Taiwan-based technology company, has strategically pivoted its business focus in response to changing market dynamics. Facing a decline in demand for optoelectronic LEDs,...
Thursday 29 August 2024
Taiwan could face 3-5 year gap in drone market as China retains key module dominance
Taiwan, with its critical geopolitical position, has an opportunity to secure key positions in the global drone supply chain not dominated by Chinese businesses. Thunder Tiger (TT),...
Thursday 29 August 2024
Solar module industry in bankruptcy crisis amid oversupply
Due to oversupply in the solar industry in 2024, supply chain quotes have continued to plummet, leading to a wave of bankruptcies across the sector. According to industry insiders,...
Wednesday 28 August 2024
Apple's 2H24 production ramp-up gradually resumes as touchscreen supply chain stabilizes
Affected by market destocking adjustments, Apple's operations continue to show lackluster performance as the peak season for 2024 is delayed. Recently, the supply chain has reported...
Wednesday 28 August 2024
Apple maintains MacBook shipments at 15M units amid Foxconn, Quanta, and Wingtech order cuts
The global notebook (NB) market is experiencing a period of stagnation in 2024, with shipments expected to remain largely flat or show only single-digit percentage changes. This comes...
Wednesday 28 August 2024
Apple unlikely to move capacity back to China, say sources
Rumor has it that Apple is seeking to partially reverse its production relocation, returning to China some of the manufacturing capacity it has had its suppliers move out of the country...
Tuesday 27 August 2024
Memory demand may slightly benefit from new Chinese AAA game in 4Q24
The frenzy surrounding the launch of Black Myth: Wukong, China's first AAA game to find success in the global market, has spurred speculation of a ripple effect going into the traditional...
Tuesday 27 August 2024
Black Myth: Wukong surpasses 10 million copies sold; supply chain observing demand impact
A Chinese game developer recently launched the AAA title "Black Myth: Wukong," which has sold over 10 million copies globally since its release on August 20. Due to the game's stunning...
Tuesday 27 August 2024
Hota JV reportedly eyeing Tesla robot supply chain
Taiwan-based Hota Industrial MFG is reportedly trying to enter Tesla's humanoid robot supply chain via Main Drive, its joint venture with the Mirle Group. Both sides are reportedly...
Monday 26 August 2024
Humanoid robot viability assessed by supply chain players
Tesla CEO Elon Musk has announced plans to begin limited production of humanoid robots by 2025. Meanwhile, Chinese company Unitree Robotics has already listed its humanoid robots...
Monday 26 August 2024
Nankai Trough earthquake threatens Japan's semiconductor industry
A major earthquake struck off the coast of Miyazaki Prefecture, Japan, on August 8. Although the industrial impact was relatively minor, the Japanese government warned that this event...
Friday 23 August 2024
Lite-On advances liquid-cooling solution shipments and AI server power supplies amid GB200 delays
Amid concerns in the AI server supply chain regarding Nvidia's delayed GB200 shipments, Lite-On Technology reports that its clients are continuing product testing, and shipments can...
Friday 23 August 2024
Passive component makers eyeing strong performance in 2H24, driven by automotive clients
With AI applications flourishing and EV production continuing to rise, the passive component supply chain remains optimistic about future growth momentum.
Thursday 22 August 2024
GM's job cuts highlight growing pressure on automakers regarding automotive software
General Motors (GM) recently announced the elimination of over 1,000 jobs, with its software and services division bearing the brunt of the cuts. This move underscores the immense...
Thursday 22 August 2024
Taiwan president urges regional de-risking and trade partnerships amid supply chain shifts
The eighth Ketagalan Forum: Indo-Pacific Security Dialogue, held on August 21, spotlighted the strategic importance of bolstering supply chain resilience through robust free trade...