News tagged inventory at DIGITIMES

NEWS TAGGED INVENTORY

Monday 6 October 2025

Nvidia's stake in Intel raises PC supply chain concerns

Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern...

Friday 3 October 2025

Winbond eyes 3Q25 profit to offset 1H losses amid DDR4 supply tightness

Taiwanese memory makers have emerged as major beneficiaries of the recent DDR4 supply shortage, which has driven rapid price increases. Companies like Nanya and Winbond saw significant...

Friday 3 October 2025

GM and Ford extend IRA EV tax credit through leasing strategy

The US Inflation Reduction Act (IRA) officially ended the US$7,500 electric vehicle (EV) tax credit on September 30, 2025. However, General Motors (GM) and Ford have leveraged their...

Wednesday 1 October 2025

Memory chip prices surge as suppliers hold back inventory; DRAM and NAND expected to rise post-China holiday

Memory chip prices surged across all categories in September after a weak August, with some products jumping more than 40% in a broad-based rally.

Wednesday 1 October 2025

Passive component inventories fall in 4Q25 as AI power revolution fuels growth

Despite lingering uncertainties, passive component manufacturers are gradually reducing inventory levels, according to the supply chain sources. The steady rise in AI application...

Sunday 21 September 2025

Phison resumes quotes as NAND flash prices surge 10% on AI SSD boom

NAND flash prices are climbing alongside the broader memory recovery. Micron and Phison Electronics suspended quotations, sparking expectations of further hikes. Sources say Phison...

Friday 12 September 2025

TV brand vendors boost short-term panel demand

After order adjustments in the second quarter of 2024, inventory levels among LCD TV brand vendors have declined. At the same time, panel prices remain at low points, further encouraging...

Thursday 4 September 2025

Taiwan PCB supply chain tightens capex scale; leaders increase AI and SEA investments

Despite facing global end-market inventory adjustments and rising geopolitical uncertainties, Taiwan's printed circuit board (PCB) supply chain is shifting its capital expenditure...

Wednesday 3 September 2025

Global smartphone, 2Q 2025

Introduction

Monday 1 September 2025

DDR4 demand eases at high levels, contract prices climbing through year-end

Memory spot prices surged in the second quarter of 2025 but have since stabilized at high levels. DDR4 supply remains constrained, yet the earlier rush to secure inventory has eased,...

Thursday 28 August 2025

US-Taiwan tariff talks put spotlight on 25% auto tax

Auto sales in Taiwan have sharply declined in recent months, as consumers sit on the sidelines, anticipating a potential breakthrough...

Tuesday 19 August 2025

Last-minute rush orders shake up Taiwan's chip industry

Taiwan's chip design firms say second-quarter results point to a clear trend, with inventories climbing in value even as turnover days hold steady. Executives say the increase is...

Friday 15 August 2025

Qisda reports mixed impact from US tariff timing and currency fluctuations

Qisda held its earnings call on August 14, revealing that its second-quarter revenue was boosted by customers pulling forward orders as a precaution against anticipated US tariffs...

Thursday 14 August 2025

E-paper makers post record 2Q as color upgrade wave powers E Ink, Netronix

Global e-paper demand surged in the second quarter of 2025, delivering the strongest Q2 on record for the industry. Early inventory replenishment,...

Wednesday 13 August 2025

Taiwanese IC design houses signal caution on 3Q25 outlook amid weak Chinese consumption and fading pull-in momentum

Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins...

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Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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