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Global supply chain: US-China trade war, G2
US-China trade war, G2 news coverage
IN THE NEWS
Monday 19 August 2019
Cloud server shipments to rise on demand from US, China in 4Q19
After experiencing weak performances in the first half of 2019, most Taiwan-based sever supply chain makers expect to see better results in the second half on stronger shipments to...
Wednesday 14 August 2019
Notebook ODMs conservative about 2H19, as Intel CPU shortages remain
Compal Eletronics has warned that Intel CPU shortages remain a factor, along with the US-China trade war, affecting notebook shipments, with the ODM expecting a decline in the third...
Wednesday 14 August 2019
Notebook ODMs set to move part of production outside China
The US government's latest decision to delay the impelmentation of a 10% tariff on notebook imports has not changed the minds of notebook ODMs who have already made plans to move...
Tuesday 13 August 2019
Tripod Tech seeing customers step up pace of orders
PCB manufacturer Tripod Technology has seen short lead-time orders from customers ramp up recently, and expects the pull-in of orders to carry on until later in the third quarter...
Monday 12 August 2019
Software outsourcing to boom on 5G, AI applications in next decade, says Wistron ITS
The software outsourcing sector is promising in the next 10 years, driven by the ever-expanding 5G and AI applications, according to Wistron Information Technology & Services.
Tuesday 6 August 2019
Firms need not overly worry about tariff war, says Pegatron chair
Volatile international trade conditions are expected to persist into at least the next US presidential race, and firms must focus more on long-term development of the supply chains...
Tuesday 30 July 2019
MCU maker Holtek sees most Q319 orders entail short lead time
MCU specialist Holtek Semiconductor has seen mostly short-lead time orders in the third quarter amid impacts of the US-China trade war, and expects to post a slight revenue decrease...
Tuesday 30 July 2019
HPE nets double-digit revenue increases in Taiwan
IT brands have seen better-than-expected sales in the Taiwan market so far in 2019 as many Taiwanese investors have returned home from China amid the US-China trade war, according...
Friday 19 July 2019
Taiwan passive components makers actively moving to develop 5G RF, antenna products
Lackluster terminal market demand has prompted Taiwan's leading passive components makers Yageo and Walsin Technology to step up implementing new development roadmaps for the next...
Wednesday 17 July 2019
TrueLight doing well in consumer application market for VCSEL
Taiwan-based TrueLight, dedicated to providing optoelectronics semiconductors including VCSEL components, is expected to see revenues from shipments of VCSEL devices for smartphone...
Monday 15 July 2019
Foxconn likely to rely on new acquisitions to build semiconductor ecosystem
Foxconn Technology Group, gearing up to build its own semiconductor ecosystem, is expected to activate a new round of acquisition deals to fill up the gaps in its supply chain, according...
Friday 12 July 2019
Taiwan top-3 IC designers to see rosy performances in 3Q19
Taiwan's top-3 IC designers MediaTek, Novatek Microelectronics and Realtek Semiconductor are expected to enjoy strong shipment and revenue increases in the third quarter of 2019,...
Thursday 11 July 2019
TSMC 2H19 performance hinges mostly on new iPhones sales
TSMC's better-than-expected revenues for second-quarter 2019 in defiance of some operational hiccups may have come as a confidence boost, but a spate of variables may affect the pure-play...
Tuesday 9 July 2019
Semiconductor supply chain needs at least 3 months to digest inventory
It will take at least three months for global semiconductor inventories to be digested while semiconductor supply chain players are still plagued by overcapacity and clients' conservative...
Monday 1 July 2019
IntelliEPI 2019 revenues rise 10-20% on robust demand for GaAs, InP epi-wafers
Taiwan-based Intelligent Expiataxy Technology (IntelliEPI) expects its revenues for 2019 to rise 10-20% on year on growing demand for GaAs and InP-based epi wafers to support 5G infrastructure...