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Tuesday 19 September 2023
When geopolitical rivalry shapes global energy supply landscape
The Russo-Ukrainian War, extending beyond a year and a half, has resulted in a scarcity of natural gas supply, plunging several nations into an energy crisis. Experts highlight that...
Tuesday 19 September 2023
Memory makers see end-market demand still lag behind supply
Memory makers continue to see end-market demand trail behind supply, but a recent surge in spot prices has prompted channel distributors and retailers to stockpile in anticipation...
Tuesday 19 September 2023
Sales performance of iPhone 15 series in 2023: too early to tell
Analyses diverge on how well the overall sales for the iPhone 15 series will perform this year. Due to the unexpectedly high order amount and the fact that the series is still in...
Monday 18 September 2023
Flash supply chain sees inventory restocking; Macronix and Phison expect growth in the second half of the year
With NAND flash spot prices seeing a recent bounce back, the market expected that the atmosphere of industry-wide price increases will help customers restart procurement, which can...
Monday 18 September 2023
With Apple going green, supply chain gets involved through financial contributions and active participation
Apple is announcing that its Apple Watch 9 is the first to achieve carbon neutrality. Supply chain sources pointed out that it has been collaborating with customers to promote carbon...
Friday 15 September 2023
GaAs makers eyeing aerospace, military and satellite communications opportunities
Taiwanese gallium arsenide (GaAs) manufacturers are looking to capitalize on prospects in aerospace, defense, and satellite communications, according to industry sources.
Friday 15 September 2023
What has global supply chain restructuring meant for Taiwan?
After the reconfiguration of global supply chains, it will mark the beginning of Taiwan's great navigation era, and the trend of large-scale supply chain relocation has made supply...
Friday 15 September 2023
Mature-process NAND flash memory reportedly in tight supply because of Apple demand
NAND flash memory made using mature processes is reportedly in tight supply as a result of Apple's decision to adopt older generation NAND for its iPhone 15, which caught its memory...
Thursday 14 September 2023
Malaysia says ASEAN is a winner from shifting supply chains
Malaysia and the broader 10-country Association of Southeast Asian Nations have emerged as the biggest beneficiaries of the supply chain realignment caused by rising US-China tensions,...
Thursday 14 September 2023
Taiwan's ICT supply chain firms get ready for carbon neutrality as Apple Watch hits target
At the Apple Event 2023, the new Apple Watch product line was unveiled as the first-ever carbon-neutral product of the US consumer electronics giant and became one of the spotlights...
Thursday 14 September 2023
Universal USB-C requirement boon to Taiwan supply chains
As expected, Apple has adopted the USB Type-C port for all devices in its iPhone 15 lineup. According to supply chain sources, due to the European Union (EU) requiring all electronic...
Wednesday 13 September 2023
Qualcomm to continue supplying 5G chips to Apple through 2026
Qualcomm said Monday that it will continue to supply Apple with 5G modem chips through 2026, raising concerns about the progress of Apple's in-house developed 5G chip.
Wednesday 13 September 2023
IC backend houses to see demand recovery in 2024
Taiwan-based IC backend houses have witnessed an improvement in their sales performance during the third quarter. However, it is anticipated that a significant rebound in demand may...
Tuesday 12 September 2023
Huawei supply chain in spotlight as it seeks to re-enter global market
On August 29th, Huawei unexpectedly launched the Mate 60 Pro, which has attracted widespread attention over the past 10 days. However, concerns have arisen due to challenges related...
Tuesday 12 September 2023
ABF substrate shortage may return in 2024
ABF substrates may experience a reversal from a 5% oversupply in 2023 to a 5–8% shortage in 2024-2025, according to industry sources.