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Wednesday 8 June 2022
ASE, Unimicron to provide packaging, related substrates for new Apple M2 chip
Taiwan-based ASE Technology and Unimicron Technology have both seized flip chip ball grid array (FC-BGA) packaging and related substrate orders for Apple's just unveiled M2 processors,...
Wednesday 8 June 2022
Apple orders to drive TSMC revenue CAGR through 2025
Orders for Apple's custom chips will drive TSMC's revenue through 2025 with a CAGR of 15-20%, according to industry sources.
Tuesday 7 June 2022
Apple unveils re-designed MacBook Air with new M2 chip
Apple has introduced a redesigned MacBook Air and an updated 13-inch MacBook Pro, both powered by the new M2 chip. With an all-new, thin design, MacBook Air also features a larger...
Wednesday 1 June 2022
Arm-based HPC chips gain ground for PCs, benefiting OSATs
Ever-advancing datacenter, server, networking and AI applications continue to drive R&D momentum for diverse HPC chip solutions, and Arm-based HPC chips, in particular, have been...
Monday 30 May 2022
PA, DDI backend houses see stable shipments for Apple devices
Despite uncertainties in chip demand for handsets, TV and other consumer electronics devices, Taiwan's backend suppliers including ASE Technologies, Chipbond Technology and III-V...
Tuesday 24 May 2022
Suppliers remain bullish about MacBook shipments
Apple suppliers, particularly TSMC, remain bullish about MacBook shipments in 2022, according to industry sources.
Thursday 19 May 2022
Quanta mulls relocating MacBook production to Chongqing plant
Quanta Computer is mulling the feasibility of relocating production of Apple's MacBook Pros to its plant in Chongqing, southwestern China, as output at its Shanghai plant in the eastern...
Monday 9 May 2022
MacBook Pro shipments seriously delayed by China lockdowns
Quanta Computer's production capacity for MacBook Pros at its Shanghai, China site so far still has not been fully restored and consumers who place orders for Apple notebooks now...
Tuesday 3 May 2022
Quanta resumes MacBook production at Shanghai plant
Quanta Computer's plant in Shanghai, China is gradually resuming its production of Apple's MacBook products with order pull-ins also slowly turning strong, according to sources from...
Thursday 21 April 2022
Foxconn says production at Zhengzhou site remains normal
As the Chinese city of Zhengzhou locked down some areas near Foxconn's main iPhone manufacturing base, the key Apple supplier has said production at the site remains normal.
Thursday 14 April 2022
MacBook delivery to Apple slowing down amid COVID restrictions
Lockdown extensions in Kunshan and Shanghai, China are expected to impact Apple's MacBook shipments in the second quarter as delivery from its notebook ODM to the US-based vendor...
Tuesday 1 March 2022
Upstream supply chain expects order reduction for handsets, notebooks
The upstream supply chains of handsets and notebooks are expected to witness order cuts starting in the second quarter of 2022 as demand for the related end products continues shrinking,...
Tuesday 22 February 2022
Apple reportedly conducts 2nd-phase EVT for upcoming AR headset
Apple has reportedly conducted its second-phase engineering validation and testing (EVT 2) for its first AR headset, which is expected to debut by the end of 2022, according to sources...
Tuesday 22 February 2022
TSMC obtains significant sub-7nm chip orders
TSMC has secured significant orders demanding its sub-7nm process manufacturing from major US vendors, according to sources at semiconductor equipment suppliers.
Tuesday 15 February 2022
Compal, Inventec see notebook shipments fall in January on chip shortages
Notebook ODMs Compal Electronics and Inventec saw both sequential and on-year falls in their January shipments due mainly to shortages of chips and components, particularly power...
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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