News tagged supply chain at DIGITIMES

NEWS TAGGED SUPPLY CHAIN

Friday 8 August 2025

'China for China' becomes new rulebook for Western chipmakers

Rising geopolitical tensions and trade barriers are prompting more US and European chipmakers to accelerate their "China for China" strategy — partnering with local Chinese...

Friday 8 August 2025

BYD’s Taiwan entry via Denza sparks a spike in trade and security debate

In a move that has reignited Taiwan's automotive and geopolitical debate, Chinese automaker BYD is reportedly seeking to enter the Taiwanese...

Friday 8 August 2025

GlobalWafers reframes tariff uncertainties into advantages

GlobalWafers chairperson Doris Hsu stated during its earnings call that recent currency fluctuations have somewhat suppressed revenue performance when calculated in New Taiwan Dollars...

Friday 8 August 2025

The Silicon Stranglehold: Taiwan tech exporters face Washington's tariff siege

On August 7, 2025, Washington dropped the hammer. A fresh wave of "reciprocal tariffs" crashed into Taiwanese imports, sending shockwaves through an already jittery tech ecosystem...

Friday 8 August 2025

Investment exemption in the US becomes lifeline as Trump pushes Taiwanese firms to accelerate expansion

Prior to the expected Section 232 investigation results, US President Donald Trump proposed a 100% tariff on chips and an investment exemption for firms relocating to the US, sparking...

Thursday 7 August 2025

Samsung Display wins first MacBook order, BOE eyes iPads

As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply...

Thursday 7 August 2025

TSMC's exemption gamble: four critical unknowns in Trump's chip tariff war

US President Donald Trump has revived his "America First" stance, proposing a 100% tariff on imported semiconductor products. This has put global technology industries, especially...

Thursday 7 August 2025

Beyond commodities: aerospace charts a new course for Taiwan's manufacturing sector

As price-cutting pressures weigh heavily on the consumer electronics supply chain, some Taiwanese manufacturers are finding a lifeline in the high-barrier world of aerospace and defense...

Thursday 7 August 2025

TI triggers largest chip repricing in years, stuns China clients with 60,000-part hike

As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments...

Thursday 7 August 2025

Apple pledges US$100B to expand US silicon ecosystem as Trump announces 100% tariff on chip imports

Apple has pledged an additional US$100 billion to bolster US chip manufacturing, rare earth supply, and its domestic supply chain, as former President Trump announced a 100% tariff...

Wednesday 6 August 2025

Taiwan speeds toward low-carbon transit, targets full electrification by 2030

As Taiwan races toward its 2030 goal of fully electrifying city buses and achieving net-zero carbon emissions by 2050, the pressure on the domestic electric vehicle supply chain —...

Wednesday 6 August 2025

AMD says US export license review delays MI308 GPU shipments to China, no revenue included in guidance

During AMD's second-quarter 2025 earnings call, CEO Lisa Su and CFO Jean Hu provided updates on the ongoing US export control restrictions affecting the company's MI308 GPU shipments...

Wednesday 6 August 2025

Taiwan's JPP expands aerospace reach with acquisition of France's Segnere

Taiwanese precision manufacturer JPP Holding is deepening its aerospace ambitions with the acquisition of France's Segnere, a key supplier...

Wednesday 6 August 2025

Anduril establishes Taiwan hub to scale smart weapons, supply chain integration

Anduril, the US defense tech unicorn, has established a new office in Taiwan as part of its regional expansion. Founder Palmer Luckey visited Taipei on August 4 to speak at National...

Tuesday 5 August 2025

Taiwan OSAT gains from BIS whitelist fall short as US grants Chinese firms exemptions

Taiwan's IC OSAT supply chain was previously expected to benefit from US Bureau of Industry and Security (BIS) restrictions on Chinese semiconductor firms. The BIS's semiconductor...

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Cultivating OCP, embracing open source

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