CONNECT WITH US
NEWS TAGGED SUPPLY CHAIN
Tuesday 25 March 2025
Japanese PCB maker Meiko to join satellite supply chain, challenging Taiwan's dominance
Japan's Meiko is set to become the third supplier in the low-Earth orbit satellite market by 2025, challenging the dominance of Taiwanese manufacturers Compeq and Unitech as geopolitical...
Monday 24 March 2025
Tesla reportedly talking to Tata for EV component sourcing
Tesla is reportedly talking to local suppliers, including those from Tata, amid its supply chain diversification away from China and Taiwan. This move aligns with its goal to sell...
Monday 24 March 2025
Samsung's Lee Jae-Yong Xiaomi factory visit fuels collab speculation
During a visit to participate in the China Development Forum, Samsung Electronics chairman Lee Jae-Yong and Qualcomm CEO Cristiano Amon reportedly visited Xiaomi's factory in Beijing...
Monday 24 March 2025
Tim Cook revisits China: discuss DeepSeek and supply chain collab
Apple CEO Tim Cook made his first Beijing visit of the year to attend the China Development Forum (CDF). He joined global business leaders to explore market opportunities and reaffirm...
Monday 24 March 2025
Europe's semiconductor push: industry demands 'Chips Act 2.0' to fix supply chain gaps
The European semiconductor industry is urging the European Commission (EC) to update the European Chips Act, broadening its scope beyond manufacturing to include chip design, materials,...
Monday 24 March 2025
Disruption Index 2025: Automotive sector hit hardest, parts costs surpass tariff concerns
In 2025, the automotive industry is projected to surpass healthcare, technology, and financial services for the first time to become the sector most impacted by disruptive changes...
Monday 24 March 2025
Foxconn, Tata, and Dixon lead India's smartphone manufacturing momentum
India's smartphone manufacturing rose in 2024, driven by Apple and Samsung exports, with Foxconn, Tata, and Dixon Technologies significantly increasing production.
Monday 24 March 2025
CIP's Fengmiao project sets benchmark for Taiwan's Phase 3-1 offshore wind expansion
With Phase 2 of Taiwan's offshore wind power development progressing steadily, attention is now turning to Phase 3-1 projects. Among them, the Fengmiao Phase 1 wind farm project,...
Saturday 22 March 2025
SEMI Country excerpt 2: The unique 'Taiwan' advantage of Nvidia
Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: "Are you relevant to AI leaders or core enterprises?"
Friday 21 March 2025
Apple reportedly seeks Wipro and LMW as India supply chain expands
Apple is reportedly advancing talks with Indian companies like Wipro and Lakshmi Machine Works (LMW) to diversify its supply chain as the company is actively expanding manufacturing...
Friday 21 March 2025
Chinese PCB material price hikes force Taiwan CCL makers to follow suit
Several Chinese suppliers of crucial PCB components, including copper-clad laminate (CCL) and glass fiber fabric, have recently announced price increases in response to global supply...
Friday 21 March 2025
Price war escalates in Chinese smart driving chip market as Qualcomm cuts prices and Nvidia responds
With the rapid development of smart driving technology, competition in China's electric vehicle (EV) market has intensified. Industry sources in China indicate that Qualcomm has cut...
Thursday 20 March 2025
Korean DDI supplier LX Semicon sees over 50% of sales from China due to strong demand from BOE
South Korean IC design house LX Semicon saw more than 50% of its 2024 revenue come from the Chinese market because of increased shipments to panel maker BOE Technology.
Thursday 20 March 2025
Jensen Huang denies involvement in Intel JV foundry, eye expanding US capacity by year-end
On the third day of Nvidia's GTC conference, CEO Jensen Huang dismissed reports that TSMC had proposed a joint venture with Nvidia, AMD, and Broadcom to manage an Intel wafer fab.
Thursday 20 March 2025
Nvidia's GB200 faces early retirement, GB300 set for smoother launch
Despite recent manufacturing improvements, Nvidia's GB200 NVL72 AI server cabinet may become the "shortest-lived" in the company's history, according to industry observers. The cabinet,...