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Tuesday 6 February 2024
India emerges as key player in solar trade amidst Xinjiang forced labor sanction
India saw a surge in solar product exports, particularly to the US, as China faces restrictions and trade barriers to sell its products to the US market. A report found that China-based...
Tuesday 6 February 2024
With new iPads around the corner, how will Apple adjust its tablet strategy?
As rumors pick up of Apple holding a product launch as early as March to unveil its latest iPad Pro, speculation has reached beyond the usual display and processor upgrades and how...
Monday 5 February 2024
Eeny meeny miny SMIC: US removes China's SMIC HK from military companies list
SMIC Hong Kong International Company Limited (SMIC HK) has been removed from the US Department of Defense (DOD) 1260H list of Chinese military companies.
Monday 5 February 2024
TBMC forms strategic alliance with US biotech firm, aiming to become the 'TSMC of biomedicine contract manufacturing'
The Taiwan Bio-Manufacturing Corporation (TBMC), initiated by the government, recently formed a strategic alliance with the US-based biotech specialist National Resilience. The collaboration...
Friday 2 February 2024
Lenovo's worst week since 2021 highlights fear over US sanctions
Lenovo Group's heady 2023 rally on artificial-intelligence optimism has given way to a weak start this year, as concern about US-China tensions and soft demand weigh on the shares.
Friday 2 February 2024
Meta hopes Vision Pro can revitalize XR device market
Apple is set to officially launch its brand-new Mixed Reality (MR) headset Vision Pro on February 2. The general market perception is that, despite its high sale price of US$3,499,...
Friday 2 February 2024
GenAI boosts US tech giants' robust earnings amid market skepticism
Major American tech firms, including Microsoft and Alphabet, have recently unveiled their financial reports, with top executives acknowledging the positive impact of generative AI...
Friday 2 February 2024
Teradyne CEO clarification: No China exit, just partial production relocation to enhance supply chain flexibility
In late January, reports circulated that semiconductor automatic test equipment (ATE) vendor Teradyne was withdrawing approximately US$1 billion of manufacturing operations from China...
Thursday 1 February 2024
US accuses Chinese memory chipmaker, AI firms of aiding PLA
The Pentagon added China's leading memory chipmaker and prominent players in AI, energy, and automobiles to a href="https://media.defense.gov/2024/Jan/31/2003384819/-1/-1/0/1260H-LIST.PDF"...
Thursday 1 February 2024
India-based EMS company Kaynes expands prototyping manufacturing capability, to make waveguide components for AR devices
India-based electronics manufacturer Kaynes Technology acquired US-based Digicom Electronics. Kaynes Semicon also formed a partnership with DigLens for AR product manufacturing.
Thursday 1 February 2024
US tech firms initiate January 2024 layoffs amid pivot toward AI investment
In the first month of 2024, US tech companies have begun announcing layoffs as a part of strategic adjustments. According to data from the Layoffs.fyi website, 25,000 tech employees...
Thursday 1 February 2024
No off-season in 2024 for server makers as AI bolsters growth
Leading US server brand Supermicro has been among the first companies to release its financial report for the preceding quarter, and its optimistic forecast for the current season...
Tuesday 30 January 2024
US Wants Cloud Firms to Flag Foreign Users in China AI Race
The US wants cloud service providers such as Amazon.com Inc. and Microsoft Corp. to identify and actively investigate foreign clients developing artificial intelligence applications...
Tuesday 30 January 2024
WSJ: White House to announce billions in subsidies for TSMC, Intel in March
US President Joe Biden is expected to officially announce subsidies amounting to billions of dollars to major semiconductor manufacturers on March 7, according to the Wall Street...
Tuesday 30 January 2024
Japan sees rising investments from China-based semiconductor firms
Amid an investment wave in the semiconductor industry in Japan, China-based companies along the semiconductor supply chain are investing in Japan by setting up subsidiaries or acquiring...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research