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Global supply chain: US-China trade war, G2
US-China trade war, G2 news coverage
IN THE NEWS
Tuesday 1 September 2020
Techno-nationalism in US-China row: Q&A with Alex Capri, senior fellow at NUS
While many still believe the US-China tech war will be over along with the end of the US presidential election, most China experts at US think tanks believe it will be difficult for...
Tuesday 4 August 2020
Apple keen to recruit more Chinese suppliers for iPhone
Apple is seemingly continuing to recruit more Chinese suppliers for iPhones, judging from Chinese EMS provider Luxshare Precision Industry and handset cover glass maker Lens Technology's...
Wednesday 29 July 2020
China 14th 5-year plan to see IC foundry capacity expand 40%, says Digitimes Research
China's upcoming 14th five-year plan (2021-2025) will continue to highlight technology and capacity upgrades as the core of its semiconductor self-sufficiency strategy, with foundry...
Monday 20 July 2020
Analog acquiring Maxim shows semiconductor sector shakeout
The global semiconductor industry has too much capacity, too many players and has had declining revenues since the end of 2018. Market prospects are bleak for the next two years and...
Wednesday 15 July 2020
Suppliers look to new iPhones, TSMC EUV nodes for 2H20 growth
Taiwan-based suppliers engaged in the supply chains of Apple and TSMC may still be able to see their sales performance follow seasonal patterns in the third quarter - traditionally...
Monday 13 July 2020
As tensions rise in Hong Kong, so does the possibility for supply chain disruptions
Hong Kong's reputation as a "free" global trading center and as the world's biggest exporter is at risk of being damaged with Beijing moving to abolish the "one country, two systems"...
Wednesday 8 July 2020
MSI president dies in fall from building
Micro-Star International (MSI) president and CEO Charles Chiang died at the age of 56 following a fall from the seventh floor of the firm's headquarters in New Taipei on July 7.
Tuesday 7 July 2020
Escalating US-China trade war puts Inspur at disadvantage
Inspur, China's biggest server brand, will be among the companies affected negatively by the escalating US-China trade war due to its dependence on US chip vendors including Intel...
Wednesday 24 June 2020
Panasonic to expand CCL production capacity in China
Panasonic plans to expand its high-frequency and high-speed CCL production capacity at its plant in China's Guangdong seeking to satisfy Chinese demand for 5G infrastructure applications,...
Monday 22 June 2020
Pegatron to boost non-China production ratio to 10-20% in 2021
Taiwan ODM Pegatron will gradually boost its non-China production ratio to 10-20% by 2021 to cushion possible impacts of intensifying US-China trade tensions, according to company...
Monday 22 June 2020
Qisda constructing factory in Vietnam
EMS provider Qisda is constructing a factory in Vietnam to cope with the impact of US-China trade disputes, with completion scheduled for October 2020, according to company chairman...
Monday 22 June 2020
Taiwan makers still investing in China
Although some Taiwan-based makers with factories in China have been moving or plan to relocate production lines out of China to cope with the US-China trade disputes, others are still...
Tuesday 16 June 2020
Samsung unlikely to partner with Huawei
Samsung Electronics is unlikely to be a foundry partner of Huawei to support the Chinese vendor's "de-Americanization" of its supply chain in the wake of the US trade sanctions, according...
Wednesday 10 June 2020
Government subsidies crucial for new TSMC fab establishment in US
TSMC is in talks with the US government about relevant subsidies for its new wafer fab in Arizona so that the foundry is able to implement the investment plan, said TSMC chairman...
Monday 8 June 2020
TaiSol positive about 2H20 shipments of 5G base station, handset cooling solutions
TaiSol Electronics has seen strong shipment pull-ins from Chinese 5G infrastructure and smartphone clients starting June, with its production lines all running at full capacity to...