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NEWS TAGGED SUPPLY CHAIN
Wednesday 30 October 2024
Server ODMs focus on leak-proof liquid cooling solutions, says DIGITIMES Research
DIGITIMES Research believes that liquid cooling technology is transforming the server cooling supply chain ecosystem. Various industry players are actively positioning themselves...
Wednesday 30 October 2024
Qualcomm-Arm dispute threatens supply chain stability
Arm has stated that it is adequately prepared for the court hearing scheduled for December, as the dispute between Qualcomm and Arm continues to develop. In response, Qualcomm maintains...
Tuesday 29 October 2024
Tesla's ambitious plans face regulatory and supply chain hurdles
Tesla's third-quarter results exceeded market expectations, with gross margins rising to 19.8%. The company attributed the performance to lower per-vehicle costs, but analysts highlighted...
Tuesday 29 October 2024
Electric bus fire highlights the crucial role of materials and swapping systems in battery safety
Battery safety has become a pressing issue following the complete destruction of nine electric buses in central Taiwan due to alleged spontaneous combustion on October 21, and two-wheeled...
Tuesday 29 October 2024
Only a few will survive: low-price EV market not sustainable, warns supply chain
Though the 2024 Paris Motor Show has wrapped, the shockwaves sparked by low-cost EVs are still reverberating. Chinese automakers continue to dominate certain markets by slashing prices,...
Tuesday 29 October 2024
Samsung and Kioxia reinstate NAND manufacturing cuts
Samsung Electronics and Kioxia both plan to scale back their NAND flash production in the fourth quarter, according to sources within the industry supply chain. This suggests that...
Tuesday 29 October 2024
Memory manufacturers maintain price floor as server contract prices rise in 4Q
With the demand for memory driven by AI servers, the industry initially expected contract prices to ease and decline in the fourth quarter. However, sources within the supply chain...
Monday 28 October 2024
Covid-19 supply chain fallout hits maritime sector, but recovery expected in 2025
The Covid-19 pandemic wreaked havoc on supply chains, impacting not only consumer electronics but also specialized maritime equipment. Ubiqconn, a subsidiary of Popular Holdings,...
Monday 28 October 2024
Foxconn poised to benefit as manufacturers pivot investment to India amid geopolitical shifts
Amid the countdown to the US presidential election, discussions regarding whether the incoming president will step up manufacturers to invest in India emerge, highlighting Foxconn's...
Monday 28 October 2024
Taiwan's drone sector gains momentum, but supply chain gaps remain
Interest in the drone industry has surged to new heights. Following the 2024 Taipei International Electronics Show (TAITRONICS) and AIoT Taiwan, which debuted the "Drone Taiwan" pavilion,...
Friday 25 October 2024
Musk and Trump's EV standoff sparks industry debate
Tesla just posted its strong third-quarter earnings, however, the talk of the town has been on CEO Elon Musk's political tango with Republican presidential candidate Donald Trump...
Friday 25 October 2024
Luxshare reportedly to halt Vision Pro production amid surplus component inventory
Apple has dramatically reduced Vision Pro mixed reality (MR) headset shipments since mid-2024, with production potentially halting by year-end due to declining demand, reports The...
Friday 25 October 2024
Apple COO visit trio of key Chinese suppliers, reaffirms commitment to China
After meeting with China's Ministry of Industry and Information Technology (MIIT), Apple CEO Tim Cook continued his visit to China led by COO Jeff Williams. They visited key local...
Friday 25 October 2024
Lenovo leverages AI for production flexibility amid US election uncertainties
With polling numbers indicating that Republican candidate Donald Trump is gaining support in the final days leading up to the US presidential election, Che-min Tu, senior vice president...
Friday 25 October 2024
TSMC to see handset chip orders exceed NT$1 trillion in 2024
Despite a rumored drop in iPhone 16 orders, TSMC's handset chip revenue is expected to exceed NT$1 trillion (US$31 million) in 2024, according to supply chain sources.
Holtek
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research