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NEWS TAGGED SUPPLY CHAIN
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...
Monday 10 February 2025
Taiwan auto supply chain monitoring inflation, Southeast Asia amid changing tariff policies
Prior to the start of US President Donald Trump's second term, he repeatedly indicated that he would take measures to target the energy and automotive industries with the goal of...
Monday 10 February 2025
Beyond hardware: Taiwan's challenge in breaking into US drone supply chain
Taiwan's ambitious push to become a trusted partner in the US drone supply chain faces significant hurdles as manufacturers struggle to transition from their traditional hardware...
Monday 10 February 2025
Apple's upcoming product launches boost Taiwan's PCB supply chain in 1Q25
Apple's 2025 product launches are set to drive substantial growth in Taiwan's PCB (Printed Circuit Board) supply chain, with manufacturers benefiting from rising demand for AI technology...
Monday 10 February 2025
HiWin targets US market, eyeing synchronized revenue and profit growth by 2025
Taiwan's leading motion control specialist HiWin Technologies is strengthening its presence in the American market through partnerships with US logistics startups and plans for local...
Saturday 8 February 2025
Estonian defense delegation explores drone partnership in Taiwan
Taiwan has welcomed Estonia as its newest partner in the drone industry. The visit by the Estonian defense delegation has created new collaborative opportunities in this sector. On...
Saturday 8 February 2025
Samsung denies claims of boosting its glass substrate supply chain to win AI chip clients
Amid intensifying competition in advanced semiconductor packaging, Samsung Electronics is reportedly taking direct control of glass substrate supply chain development, a critical...
Saturday 8 February 2025
Airlines extend jet leases as supply woes persist
The aviation supply chain has seen some relief from bottlenecks, but new aircraft orders continue to outpace production capacity, keeping pressure on deliveries. In response, airlines...
Friday 7 February 2025
Toyota's two-pronged US-Sino strategy for EV battery production
Toyota has unveiled plans to accelerate its electrification initiatives in the US and China, according to its latest financial report. The Japanese automaker will begin producing...
Friday 7 February 2025
Supermicro ramps up Blackwell-based AI server production amid financial scrutiny
Super Micro Computer, Inc. (Supermicro) has initiated full-scale production of its AI data center systems powered by Nvidia's next-generation Blackwell chips, with shipments expected...
Friday 7 February 2025
ASML CEO signals US advantage as China faces 10~15 year gap in advanced chip technology
In a recent episode of In Good Company—hosted by Nicolai Tangen, CEO of Norges Bank Investment Management—Christophe Fouquet, President and CEO of ASML, delivered...
Friday 7 February 2025
OEMs rush chip orders ahead of potential US tariffs
OEMs have ramped up early component and processor purchases since late 2024, bracing for potential US tariff hikes, according to industry sources.
Friday 7 February 2025
Trump tariffs: server makers weigh production relocation, consumer tech stays put
The administration of US President Donald Trump has imposed a 10% tariff on China while granting Canada and Mexico a one-month extension before additional tariffs take effect. In...