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Wednesday 3 May 2023
DDR5 memory prices soon to stop falling
DDR5 memory price drops have decelerated and are about to halt due to supply-side constraints, according to sources at memory module makers.
Tuesday 2 May 2023
Holtek stays cautious
MCU specialist Holtek Semiconductor is maintaining its cautious stance, citing the continued lack of clarity on market conditions.
Tuesday 2 May 2023
Stellantis secures battery-grade nickel and cobalt supply in Australia
Stellantis has deepened ties with another battery material partner to support its electrified future. The carmaker and Australia-based Alliance Nickel have signed a five-year agreement...
Thursday 27 April 2023
Notebook supply chain seeing lack of new product plans for 2H23
Notebook supply chain companies are seeing a lack of new product plans for the second half of this year despite the smooth progression of customer inventory corrections, according...
Thursday 27 April 2023
Honda aims to make over 2 million EVs annually, tapping TSMC for stable chip supply
Honda Motor plans to grow EV market share in North America, China, and Japan with a goal of making more than 2 million vehicles annually by 2030. It has secured collaboration with...
Thursday 27 April 2023
Supply chain restructuring places smaller suppliers at a disadvantage
Localization of supply chains is a common goal of industries to ensure safe and stable supply amid geopolitical tensions and other unfavorable factors. However, localization trends...
Wednesday 26 April 2023
TSMC, GF strike new contracts with car vendors
TSMC and GlobalFoundries have both struck long-term contracts with car vendors.
Wednesday 26 April 2023
Server DDR5 prices to drop 13–18% in 2Q23
New server platforms, such as Intel Sapphire Rapids and AMD Genoa, are about to enter mass production. However, recent market reports indicate a PMIC compatibility issue with server...
Tuesday 25 April 2023
Connector maker SpeedTech unveils new factories overseas
Speedtech, a Taiwan-based connector manufacturer, has announced new factory projects in Mexico and Malaysia to meet the needs of customers in the decentralized supply chain.
Tuesday 25 April 2023
Tougher conditions for US CHIPS Act may discourage Taiwan, Korea chipmakers from investing
The details of the US CHIPS and Science Act (also known as the CHIPS Act) subsidies, which aims to rebuild the country's local semiconductor supply chain, have been released, but...
Tuesday 25 April 2023
Black Sesame to supply SoC for Baidu's smart driving technology
China-based semiconductor company Black Sesame has become Baidu's latest chip partner to support the latter's auto-navigation and valet parking solution. The chip unicorn has been...
Tuesday 25 April 2023
Chile's proposed public-private mining model likely accelerate China's lithium supply chain formation
Chile's president Gabriel Boric announced a plan to further empower the country in lithium mining projects. In China, where Chilean lithium is essential to battery manufacturing,...
Tuesday 25 April 2023
Factory closures, layoffs happening in China electronics industry
Many small- and medium-size businesses involved in the local supply chain for electronics parts and other devices have seen factory closures and layoffs in southern and eastern China,...
Monday 24 April 2023
Notebook supply chain bracing for weak demand that may last longer than expected
With TSMC warning of a rather conservative outlook for the terminal market, the notebook supply chain is bracing for weak demand throughout the year.
Monday 24 April 2023
SpaceX rocket launch explosion a setback for LEO satellite supply chain
The midair explosion of a SpaceX Starship rocket soon after launch in a test flight has come as a setback to the low Earth orbit (LEO) satellite market though it remains rosy in the...