CONNECT WITH US
NEWS TAGGED SUPPLY CHAIN
Thursday 6 March 2025
GlobalWafers continues to invest in compound semiconductors despite market challenges
In recent years, the worldwide silicon carbide (SiC) and other compound semiconductors market has been hit by increased production capacity inside China's supply chain, leading to...
Wednesday 5 March 2025
China's subsidies ignite chip demand surge—but can it last?
China's recent trade-in subsidy program, aimed at boosting the consumer electronics market, has significantly impacted the supply chain. For Taiwanese IC design firms, it has sparked...
Wednesday 5 March 2025
Apple's AI split: M3 iPad Air gets intelligence feat, A16 base model left behind
Apple unveiled its latest iPad lineup, introducing two new models: the iPad Air powered by the cutting-edge M3 chip and an updated entry-level iPad (11th generation). Pre-orders opened...
Wednesday 5 March 2025
Trump tariffs spark supply chain shift: PC brands eye southeast Asia, servers move to Texas
The Trump administration is escalating trade tensions, slapping a 25% tariff on Canada and Mexico while increasing China's tariffs by 10%. The move is accelerating supply chain migration,...
Wednesday 5 March 2025
Taiwan chipmakers brace for impact of Trump tariffs
The tariff sword wielded by US President Donald Trump has officially fallen. Although downstream assembly plants and brand manufacturers have generally prepared to diversify their...
Wednesday 5 March 2025
Memory prices rise amid tariff concerns, potentially benefiting Taiwanese manufacturers
The memory industry observes that advance stockpiling in response to tariffs began before the Lunar New Year. Under the pressure of future tariff increases, Chinese memory module...
Wednesday 5 March 2025
Dixon Technologies evaluating more Indian manufacturing facilities to capitalize on global supply chain shift
India's Dixon Technologies is considering expanding its manufacturing operations in Uttar Pradesh, a key hub for mobile phone production. The company aims to start producing display...
Wednesday 5 March 2025
China's cut-rate SiC substrates and mature process chips upend global market
Backed by state subsidies and a self-sufficient supply chain, China is ramping up SiC substrate and mature process chip production at an unprecedented pace. The expansion is fueling...
Tuesday 4 March 2025
Enosemi and Jabil form alliance to advance photonic chip packaging
In a landmark announcement on March 3, Enosemi and Jabil unveiled a sophisticated collaboration to pioneer advanced packaging process technology for Enosemi's cutting-edge photonic...
Tuesday 4 March 2025
LCD monitor panel prices on an upward tear, set for steeper gains in March
Although the first quarter is typically slow, LCD monitor panel prices are rising, fueled by persistent increases in LCD TV panel prices. Since LCD TV and monitor panels share production...
Monday 3 March 2025
HP slash 2,000 jobs: offshoring 90% of China manufacturing for North America by 4Q25
HP is cutting up to 2,000 jobs and scaling back its dependence on Chinese manufacturing for the North American market. This decision follows mounting US tariffs and rising component...
Monday 3 March 2025
Lens Technology deepens integration in humanoid robotics value chain
The humanoid robotics industry is expanding rapidly, fueled by breakthroughs in AI, precision manufacturing, and materials science. By 2030, the global market is expected to surpass...
Monday 3 March 2025
Tokyo Electron explores India expansion as Tata's partner, eyes long-term supply chain integration
As India emerges as a potential key player in the semiconductor industry, Tata Electronics' partner, Tokyo Electron, is contemplating establishing a manufacturing presence in India,...
Monday 3 March 2025
Microsoft's data center retreat fuels AI oversupply worries
Microsoft's decision to forgo renewing some data center leases has raised questions about a potential oversupply of AI computing power, despite the company maintaining its planned...
Friday 28 February 2025
Commentary: TSMC weighs U.S. chip dominance demands while guarding its Taiwan roots
US President Donald Trump, now back in the White House, has once again set his sights on TSMC. Previously, his administration championed the semiconductor supply chain crisis as a...