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NEWS TAGGED SUPPLY CHAIN
Friday 14 February 2025
Why four Taiwanese graphics card manufacturers are securing coveted roles in Nvidia's AI revolution
The consumer electronics industry anticipates a gradual recovery in 2024, with supply chain improvements remaining modest—except for companies positioned to capitalize on the...
Thursday 13 February 2025
Intelligent automation emerges as key solution amid US tariffs
The market views the Trump administration's tariff implementation as both a negotiating tool in international trade and an initiative to revitalize US manufacturing. Given the resource...
Thursday 13 February 2025
Foxconn's auto gambit faces cultural maze at Stellantis, RNM
The automotive industry's deep connection to regional economies and political landscapes sets it apart from other electronics sectors, according to supply chain sources. This distinction...
Thursday 13 February 2025
Taiwan's LEO satellite supply chain drives PCB industry growth
Taiwan is actively developing low Earth orbit (LEO) satellite technology and industry, which will enhance the capabilities of Taiwanese PCB makers.
Thursday 13 February 2025
Taiwan drone sector navigates between European and US partnerships amid geopolitical tensions
Taiwan's efforts to expand its drone industry are gaining momentum in Europe, while collaboration with the US remains uncertain amid complex geopolitical dynamics. The Taiwan Excellence...
Wednesday 12 February 2025
Despite global disruptions, TSMC and Nvidia bolster Taiwan's semiconductor supply chain
In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying...
Wednesday 12 February 2025
Taiwan and Kyushu strengthen semiconductor ties with new trade center and initiatives
Taiwan's Minister of Economic Affairs J.W. Kuo held discussions with a Kyushu Regional Strategic Council delegation during their visit to Taiwan on February 11, 2025.
Wednesday 12 February 2025
Trump's first-term SiC squeeze catalyze China's industry growth
US President Donald Trump's first-term restrictions on silicon carbide (SiC), intended to limit China's access to the crucial third-generation semiconductor material under national...
Wednesday 12 February 2025
China's automotive ambitions drive merger of state-owned giants
Two of China's largest state-owned automotive enterprises have announced plans for a strategic reorganization. Dongfeng Motor Corporation and Changan Automobile (Changan), both under...
Tuesday 11 February 2025
ASEAN deepens China supply chain ties despite Panama's BRI exit
Under pressure from the Trump administration, Panama has exited China's Belt and Road Initiative, even as Southeast Asian nations move to deepen their supply chain ties with China...
Tuesday 11 February 2025
Apple supplier Luxshare signs CNY120 billion industrial project in Kunshan
Luxshare Precision has signed a CNY120 billion (approx. US$16.43 billion) industrial project agreement in Kunshan, the city's largest investment in three years. When fully operational,...
Tuesday 11 February 2025
Taiwan OSAT firms set to benefit from TSMC's enforcement of BIS whitelist
TSMC is reportedly enforcing US chip export restrictions by requiring Chinese IC design houses to use BIS-whitelisted OSAT facilities for back-end processing of sub-16nm chips. The...
Tuesday 11 February 2025
Apple updates iPad and Mac products; supply chain remains active during off-peak season
The supply chain has reported that Apple recently initiated updates for its iPad and Mac product lines, primarily transitioning to Apple's own chips. As related suppliers have begun...
Tuesday 11 February 2025
Critical minerals face market uncertainty amid global energy transition and geopolitical risks
The global energy transition is driving unprecedented demand for critical minerals including lithium, nickel, cobalt, copper, and rare earth elements. These resources have become...
Monday 10 February 2025
LinkCom sees growth potential in 1Q25 on strong networking demand
LinkCom's magnetic components division demonstrated robust performance in January, driven by steady networking product demand and successful Wi-Fi 7 order fulfillment. Despite the...