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NEWS TAGGED SUPPLY CHAIN
Friday 4 October 2024
Taiwanese supply chain resilient against Typhoon Krathon; global concerns shift to labor strikes and geopolitical tensions
Typhoon Krathon has hit Taiwan with significant force, moving slowly across the island. As of October 3rd, southern Taiwan, including Kaohsiung, Tainan, and Pingtung, is experiencing...
Friday 4 October 2024
Opportunities for non-Chinese supply chains arise from Russia-China friendship
In response to China and Russia's growing friendship, the US Department of Commerce proposed a ban on smart vehicles that would restrict the use of Chinese and Russian software and...
Friday 4 October 2024
HP eyes Taiwan R&D cuts, considers shift to Singapore amid changing supply chain strategy
Rumors have circulated in the PC market that Hewlett-Packard (HP) is adjusting its workforce in Taiwan, with plans to reduce staff in two phases starting in October.
Friday 4 October 2024
Novatek to mass-produce OLED TDDI in 2Q25; Apple expected among first customers
Novatek, Taiwan's leading display driver IC (DDI) manufacturer, has announced plans to commence mass production of its highly anticipated OLED TDDI technology as early as the second...
Friday 4 October 2024
Taiwan leads Asia-Pacific offshore wind power market; Japan and South Korea making progress
Taiwan's offshore wind power is projected to achieve a total installed capacity of more than 3 gigawatts (GW) upon full grid connection in 2024. International wind turbine developers...
Thursday 3 October 2024
Chinese supply chains elect to take full National Day holiday to reduce overtime costs
As the second half of 2024 enters the peak sales season for consumer electronics, supply chains have gradually entered the peak season cycle starting from the third quarter. However,...
Thursday 3 October 2024
CBT and CARPOST join forces to revolutionize automotive aftermarket with carbon fiber tech
Taiwan's Carbon-Based Technology (CBT) on October 2 announced a strategic partnership with automotive e-commerce company CARPOST Information System to introduce advanced carbon fiber...
Thursday 3 October 2024
Taiwan wafer foundry industry expected to go up 18% sequentially in 2H24, says DIGITIMES Research
Boosted by short-term orders in the electronics supply chain and shipments of AI and high-performance computing (HPC) chips, Taiwan's wafer foundry industry posted better-than-expected...
Thursday 3 October 2024
Shorter iPhone 16 delivery times spark mixed reactions: Weaker market demand or better supply chain management?
The shortened delivery times for the iPhone 16 series have sparked mixed reactions. Some view it as a sign of weaker demand, while others attribute it to improved supply chain management...
Thursday 3 October 2024
TSMC and G42 connection: Cerebras faces supply chain and geopolitical risks under scrutiny amid IPO
Cerebras Systems, a leading competitor in the AI processor market dominated by Nvidia, is preparing for an initial public offering (IPO) on Nasdaq. The company's S-1 filing reveals...
Wednesday 2 October 2024
Passive component makers seize AI opportunities and join Nvidia GB200 supply chain
As the fourth quarter approaches, Nvidia's GB200 is emerging as a key focus in the passive components industry. Companies are increasingly targeting the growth potential fueled by...
Wednesday 2 October 2024
Global automotive semiconductor demand shows regional disparities
The automotive supply chain has been divided into two camps in recent years: the West, encompassing Europe and the US, and China. While near-term demand projections remain uncertain,...
Tuesday 1 October 2024
Status of liquid cooling solutions for AI servers

Introduction

Tuesday 1 October 2024
Concerns grow over global DDI supply security after US lawmakers target Chinese panel manufacturers
Following recent geopolitical tensions, concerns regarding the supply chain security of technology products have intensified globally. The United States has expressed intentions to...
Tuesday 1 October 2024
Systems manufacturers prepping for Blackwell shipments in late 4Q24
AI server shipments are projected to increase in the fourth quarter of 2024, driven by improved supply of Nvidia's H-series chips. This segment may become the sole product from Taiwan's...