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Friday 2 February 2024
Taiwan's secret AIoT weapon can break China's red supply chain
Nexcom's chairman said the key to defeating China's self-contained supply chain is AIoT.
Friday 2 February 2024
Teradyne CEO clarification: No China exit, just partial production relocation to enhance supply chain flexibility
In late January, reports circulated that semiconductor automatic test equipment (ATE) vendor Teradyne was withdrawing approximately US$1 billion of manufacturing operations from China...
Thursday 1 February 2024
Samsung and LGD said to ink 5-year WOLED supply deal, forging strategic partnership
Samsung Electronics and LG Display (LGD) have long maintained a vague collaboration on OLED panels. However, recent reports from the South Korean industry suggest that their partnership...
Thursday 1 February 2024
Taiwanese sensor chipmaker enters South Korean hydrogen vehicle supply chain
E-Vehicle Semiconductor, which specializes in automotive sensor chips, has entered the supply chain for South Korean hydrogen vehicles, according to company chairman Jeffrey Ho.
Wednesday 31 January 2024
Merck developing PFAS-free etching materials; response to supply chain localization
In 2023, the European Union proposed the gradual phase-out of Per- and Polyfluoroalkyl Substances (PFASs) following a joint proposal from Germany, the Netherlands, Denmark, Norway,...
Tuesday 30 January 2024
SK Hynix and Nvidia are said in HBM supply talks for 2025
Nvidia and SK Hynix are reportedly discussing the supply of High Bandwidth Memory (HBM) for the first quarter of 2025. Having been the sole supplier of HBM in 2023, SK Hynix's supplies...
Thursday 25 January 2024
Infineon and Wolfspeed expand and extend multi-year silicon carbide (SiC) 150mm wafer supply agreement
Munich, Germany and Durham, N.C. – January 23, 2024 – Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY), a global semiconductor leader in power systems and IoT, and Wolfspeed,...
Wednesday 24 January 2024
CCL firm Ventec grows presence in car industry supply chain
Taiwan-based Ventec Electronics, which specializes in niche-market copper-clad laminates (CCL) and thermal materials, has effectively penetrated the automotive industry supply chai...
Wednesday 24 January 2024
Supply chains shift to localized short chains
The US-China trade war and its geopolitical ramifications have restructured the global supply chain, transforming long chains into localized short chains.
Wednesday 24 January 2024
TV makers stockpiling panels, other components ahead of panel production cuts
Panel manufacturers on both sides of the Taiwan Strait plan to reduce production significantly during the Lunar New Year, encouraging a price rebound. This scheme has prompted white-box...
Tuesday 23 January 2024
Taiwanese PCB supply chain sees growth opportunity in LEO satellites
The craze for Low Earth Orbit (LEO) satellites began in early 2022 with the start of the Ukraine-Russia war. Recently, driven by international satellite operators, an international...
Tuesday 23 January 2024
NEV price war effectiveness: opinions differ across supply chain
In recent years, the market share of New Energy vehicles (NEVs) has risen steadily, emerging as a dark horse in the automotive industry. However, their global market penetration remains...
Monday 22 January 2024
Integrated PMICs to become mainstream power solution for AI servers, says Infineon
The rapid emergence of AI servers is spurring a significant rise in demand for AI processors and propelling peripheral chips, specifically power management ICs (PMICs), into the spotlight...
Friday 19 January 2024
Taiwanese automotive supply chain remains unimpacted for now as Red Sea crisis continues
Intense situations at the Red Sea have delayed car component deliveries, forcing Tesla and some European and Japanese automakers to suspend production. Taiwan-based automotive suppliers...
Thursday 18 January 2024
COP supply resumption unclear after Noto earthquake in Japan
Zeon, the sole supplier of Cyclo Olefin Polymer (COP), a key material in polarizer production, has halted its production lines due to the impact of the earthquake on January 1 in...