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Tuesday 23 April 2024
China and Southeast Asia clear winners in Apple supply chain diversification
The latest Apple supplier list shows that the tech giant has grown its global supplier network, especially in Southeast Asian countries.
Tuesday 23 April 2024
Southeast Asia plays key role, as PCB makers expand automotive and satellite production
The automotive sector is now projected to see negative growth in 2024, with rumblings in the supply chain ever since the beginning of the year, and TSMC lowering its expectations...
Tuesday 23 April 2024
Nan Ya PCB rejoins Apple supply chain
Apple has disclosed its supplier list for fiscal year 2023. Nan Ya PCB, the second-largest provider of IC substrates, re-entered the supply chain after an extended absence.
Tuesday 23 April 2024
What factors lie behind system assembly changes for Nvidia's next-gen servers?
With Nvidia's recently announced Blackwell GPU architecture poised to become the mainstream for the next generation of AI servers, industry watchers expect Blackwell-equipped AI servers...
Monday 22 April 2024
Advanced packaging still in short supply; production expansion spreading overseas
TSMC's advanced packaging CoWoS capacity continues to have strong demand. Even after doubling its capacity in 2024 and collaborating with OSAT companies, it can still not fully meet...
Tuesday 16 April 2024
Taiwan-based Global PMX joins Xiaomi's EV supply chain
Xiaomi is ramping up deliveries of its first EV, SU7, as more suppliers are revealed.
Tuesday 16 April 2024
Novatek may enter iPhone OLED DDI supply chain
South Korean media ETNews cited industry sources, reporting that Novatek Microelectronics has provided DDI samples for iPhone 16 validation this February.
Tuesday 16 April 2024
Tesla reportedly in talks with Tata for chip supply, prioritizes local partners over international giants
Ahead of a meeting between Tesla CEO Elon Musk and Indian Prime Minister Narendra Modi, it is reported that Tesla is talking with Tata Electronics for chip supply and is looking to...
Monday 15 April 2024
Amkor, Infineon collaborate to fortify European semi supply chain
Infineon Technologies recently announced a multi-year partnership with Amkor Technology, a leading provider of semiconductor packaging and test services. Both companies have agreed...
Friday 12 April 2024
Panasonic, Indian Oil to storm Indian EV market with battery joint venture
Panasonic making inroads into the automotive battery market.
Wednesday 10 April 2024
SpaceX contract to supply Starlink in Ukraine worth US$23 million
The Pentagon revealed that its contract to deploy Elon Musk's Starlink terminals in Ukraine is worth $23 million, finally putting a dollar figure on a deal that has embroiled one...
Wednesday 10 April 2024
Taiwan's semiconductor supply chain weathers magnitude 7.2 quake on robust power grid resilience
Taiwan's semiconductor supply chain rapidly recovered within a remarkably short span following a magnitude 7.2 earthquake that hit the eastern county of Hualien on April 3. This swift...
Tuesday 9 April 2024
Taiwan-based AI hardware suppliers ditch China for Mexico amid supply chain shifts
Amid the ongoing AI surge and supply chain's decoupling from China, Mexico has emerged as a promising alternative destination for electronic manufacturers.
Tuesday 9 April 2024
China, South Korea worry local battery makers' overseas expansion will impact global dominance
Chinese and South Korean battery manufacturers dominate LFP and ternary batteries for EVs and energy storage systems (ESS). However, as companies expand into foreign markets, the...
Monday 8 April 2024
Amid US-China spat, new opportunities for Taiwan-based battery material suppliers
Prices have dropped for nickel and lithium, key materials used in batteries for Electric Vehicles (EV), as growth in the EV market has slowed. Even as suppliers begin to reduce production,...