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Tuesday 25 February 2025
What to know about Apple's US$500 billion investment in US semiconductor supply chain
Apple has unveiled an ambitious plan to invest over US$500 billion in the US over the next four years—a move designed to supercharge American innovation, high-skilled manufacturing,...
Tuesday 25 February 2025
US AI chip export curb expected to impact Malaysia's data center development
Chin Tong Liew, Malaysia's Deputy Minister of Investment, Trade, and Industry (MITI), has acknowledged that the US restrictions on artificial intelligence (AI) chip exports, set to...
Tuesday 25 February 2025
King Slide sees GB300 boosting 2H25, eyes robotics supply chain entry
King Slide Works, a prominent player in the server rail industry, expresses robust optimism regarding the sector's trajectory, buoyed by the anticipated surge from the GB300 in the...
Monday 24 February 2025
Trump's claim of 'hundreds of billions' Apple US investment could take a decade to materialize
A recent meeting between Apple CEO Tim Cook and US President Donald Trump led to the president announcing that Cook plans to invest hundreds of billions of dollars in the US and relocate...
Monday 24 February 2025
DeepSeek may accelerate AI smart factory adoption, but vertical data is key to unlocking full potential
DeepSeek has enabled industries to accelerate AI applications more affordably. However, supply chain operators caution that without a mature industry and technological foundation,...
Monday 24 February 2025
Siemens Energy flags supply chain constraints among Taiwan's energy transition
Siemens Energy is grappling with supply chain bottlenecks for critical components as Taiwan pushes forward with its ambitious energy transition plans, according to Richard Li, Managing...
Friday 21 February 2025
PC brands to hike US price as tariff pressures mount on chipmakers
Major PC brands have started raising prices on US-bound products, attributing the hikes to tariff pressures. The industry's strategy has shifted from stockpiling inventory ahead of...
Friday 21 February 2025
UFS integrated with QLC NAND to penetrate mobile phone market
In recent years, Quad-Level Cell (QLC) NAND has gradually penetrated mainstream applications such as PCs and enterprise-level storage, but it has yet to make substantial inroads into...
Friday 21 February 2025
LMFP battery maker HCM grows overseas presence
Lithium manganese iron phosphate (LMFP) battery manufacturer HCM stated that the company's LMFP materials have successfully entered the US battery supply chain, noting that its customers...
Friday 21 February 2025
Forcera enters global semiconductor supply chain with advanced equipment consumables
Forcera Materials is set to be listed on the stock exchange in late March. As one of the few Taiwanese companies with fully integrated capabilities in advanced ceramic material R&D,...
Friday 21 February 2025
Samsung considers smartphone production exodus from China amid US tariff concerns
Samsung Electronics is evaluating significant changes to its smartphone supply chain in response to tariff measures implemented by the Trump administration. According to South Korean...
Friday 21 February 2025
Taiwan ramps up defense spending to boost its domestic military-industrial ecosystem
Taiwan's president William Lai recently announced at a national security meeting that his administration will increase the defense budget to 3% of GDP through special funding, a move...
Thursday 20 February 2025
Chroma ATE develops comprehensive semiconductor testing Solutions, strategically positioning for 2025 global market
Semiconductor testing plays a crucial role in the supply chain, with industry players prioritizing factors such as test speed, cost, signal measurement accuracy, one-stop test capabilities,...
Thursday 20 February 2025
Low-cost AI models drive edge computing and device upgrade cycle
The emergence of DeepSeek as a transformative force in edge AI development has supply chain operators anticipating a new wave of consumer upgrades across smart devices, from smartphones...
Thursday 20 February 2025
Supply chain implications of iPhone 16e reveal Apple's strategic shifts
Apple's latest iPhone 16e combines premium features with affordability, marking several strategic shifts in the company's supply chain and manufacturing approach. While consumers...