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Thursday 19 October 2023
Tesla to deliver Cybertruck in November while margin keeps going down
EV giant Tesla saw its profit margins decline further in the third quarter of 2023 mainly because of the increased expenses on Cybertrucks and other R&D projects. The company...
Wednesday 18 October 2023
Shenmao's Mexican facility poised to supply automotive customers in North America
Taiwan-based Shenmao Technology, a world-leading solder material maker, has geared up for the peak season in the second half of 2023. According to sources, the company's new production...
Monday 2 October 2023
Applied Materials cuts into supply chain for Intel glass substrate technology
Applied Materials and its equipment and materials partners have entered the supply chain for Intel's recently announced glass substrates for advanced packaging, according to industry...
Wednesday 20 September 2023
Taiwan, US delegations explore cybersecurity, 5G, EV cooperation and investment opportunities at Taipei forum
A Taiwan-US supply chain partnership forum held in Taipei alongside the US Business Day on September 19 saw delegations of government and corporate representatives from both sides...
Tuesday 19 September 2023
Transsion expands into new markets
China-based Transsion Holdings, which primarily targets the African handset market, has expanded into new markets along with its chip partners MediaTek and Unisoc, according to industry...
Friday 15 September 2023
US-Mexico border cities poised to become new Detroit
Tesla's Mexican plant is under construction. Besides the EV giant, emerging US carmakers like Lucid and Rivian and veteran General Motors and Ford all plan to set up a production...
Wednesday 13 September 2023
Tesla and suppliers investments in Mexico to triple, says Mexican governor
As Tesla proceeds with the construction project of a gigafactory in Mexico, the total investment is said to surge, according to Mexico's Nuevo Leon governor, Samuel Garcia, who added...
Wednesday 6 September 2023
Foxconn to step up investment in Mexico
Foxconn (Hon Hai Technology Group) is expanding its presence in Mexico by signing a strategic partnership with the Mexican state of Chihuahua. The partnership signals an expansion...
Friday 25 August 2023
The real reason why China is falling behind as the US' third largest exporter
The cumulative trade statistics from January to May this year released by the US Department of Commerce made the news around the globe in July. Mexico has surpassed China and become...
Thursday 24 August 2023
US friendshoring expands to Southeast Asia and Mexico; China closely follows behind
The US's friendshoring policy has resulted in Western and Japanese companies moving their supply chains out of China to Southeast Asia (SEA) and Mexico. However, Chinese companies...
Tuesday 22 August 2023
Giga Mexico hints return of Tesla to North America, says DIGITIMES Research
With a location in proximity to the Tesla headquarters and a factory area as well as production capacity surpassing Giga Shanghai, Giga Mexico is an indication that Tesla is shifting...
Monday 14 August 2023
Quanta to invest in AI server capacity expansions in US and Germany
To meet robust customer demand for AI servers, Quanta Computer's board of directors recently greenlighted capacity expansions at its production bases in the US and Germany, which...
Wednesday 19 July 2023
HP still evaluating notebook production in Thailand, say sources
Hewlett-Packard (HP) is rumored to be considering moving some of its notebook supply chain to Thailand with Quanta Computer to serve as the primary assembler, but sources from the...
Friday 30 June 2023
Why is Tesla building a new gigafactory in Mexico?
Amidst the rising tension between Washington and Beijing, Tesla is rechanneling its resources to North America for its electric vehicle (EV) market. The EV heavyweight is building...
Monday 26 June 2023
Compal sees end of customer inventory adjustments
Inventory adjustments at Compal Electronics' notebook customers have come to an end, according to Martin Wong, president of the Taiwan-based ODM. The company expects the second half...
Holtek
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research