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NEWS TAGGED SUPPLY CHAIN
Thursday 26 June 2025
Macroeconomic turbulence clouds 3Q25 outlook; global annual auto sales hold steady
Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain...
Thursday 26 June 2025
ASE’s COO bets on Taiwan’s AI strength, calls TSMC’s U.S. push decisive
Tien Wu, chief operating officer of ASE Technology, said the company has no plans to revise its full-year capital spending despite mounting geopolitical tensions and tariff pressures...
Thursday 26 June 2025
Chinese chip giants multiplying subsidiaries in race for supply chain control

Amid rising US-China tech tensions and growing supply chain risks, China's top semiconductor companies are rapidly forming new subsidiaries...

Wednesday 25 June 2025
China's 618 shopping festival fizzles as subsidy impact wanes, IC demand stalls
China's month-long 618 shopping festival ended last week, with supply chain sources viewing it as the final boost from fading government subsidies. While past shopping events often...
Wednesday 25 June 2025
Georgia Tech's Montreuil highlights new era for Taiwanese manufacturers in America
In an exclusive interview with DIGITIMES, Georgia Tech professor Benoit Montreuil — widely known as the architect of the "Physical Internet" — laid out a blueprint...
Tuesday 24 June 2025
Japan races to build domestic drone supply chain as China tightens grip
Japanese drone makers, long proud of their "Made in Japan" branding, remain heavily reliant on low-cost components from China, including key parts like electronic speed controllers,...
Tuesday 24 June 2025
IPC firms navigate currency whiplash, conflict risk, and client caution
Industrial PC (IPC) makers, having weathered the pandemic and supply chain disruptions, had expected a steady recovery. But renewed geopolitical headwinds — tariffs, currency...
Tuesday 24 June 2025
HBM capacity crunch triggers price surge in DDR5 and VRAM markets
Rising demand for AI servers is forcing memory makers to shift their production priorities, sending shockwaves through the semiconductor supply chain. As manufacturers focus more...
Tuesday 24 June 2025
LX Semicon reportedly joins Apple's iPad Pro OLED DDI supply chain, eyeing Samsung's market dominance
South Korea's LX Semicon has reportedly secured a position in Apple's supply chain for OLED display driver ICs (DDIs) used in the latest iPad Pro models, marking a significant breakthrough...
Tuesday 24 June 2025
Taiwan tech supply chains brace for tariff deadline amid currency headwinds
Taiwan's IT supply chain faces mounting pressures as the July 9 expiration of a 90-day reciprocal tariff grace period approaches. The New Taiwan dollar's sharp appreciation has already...
Tuesday 24 June 2025
Huahong zeros in on metrology gear to shore up chip supply chain
Amid the global restructuring of semiconductor supply chains, Chinese investors are intensifying bets on critical upstream technologies. China-based Shanghai Huahong's industrial...
Tuesday 24 June 2025
Jih Lin Technology expects tariff-driven orders to boost 1H25 among weak end demand
Taiwan's Jih Lin Technology Co., a power semiconductor lead frame manufacturer, said tariff-driven orders will likely extend into the second quarter due to suspended reciprocal tariffs...
Monday 23 June 2025
IBM underscores AI's role in electronics manufacturing amid strategic shifts and new business opportunities
IBM Taiwan highlights AI's growing role in electronics manufacturing, emphasizing new business opportunities amid shifting corporate strategies. The company notes AI's impact on productivity...
Monday 23 June 2025
Taiwan pushes auto localization, Maxus G50 plus to debut in September
Beginning August 1, 2024, Taiwan will implement a sweeping new policy requiring automakers to gradually increase the proportion of locally sourced components in their supply chains...
Monday 23 June 2025
JPP scales up production to satisfy rising AI server demand
JPP Holding is benefiting from sustained AI server demand, fueling growth in its server cabinet manufacturing operations. Both its AI server and aerospace divisions are gaining traction,...