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Tuesday 9 April 2024
China, South Korea worry local battery makers' overseas expansion will impact global dominance
Chinese and South Korean battery manufacturers dominate LFP and ternary batteries for EVs and energy storage systems (ESS). However, as companies expand into foreign markets, the...
Monday 8 April 2024
Amid US-China spat, new opportunities for Taiwan-based battery material suppliers
Prices have dropped for nickel and lithium, key materials used in batteries for Electric Vehicles (EV), as growth in the EV market has slowed. Even as suppliers begin to reduce production,...
Monday 8 April 2024
Shinfox Energy's green energy collaborations empower Taiwanese enterprises in global supply chains
Taiwan's renewable energy sector is poised for continued growth
Saturday 6 April 2024
TSMC 2024 revenue target unchanged as chip equipment resumes operation from earthquake
Taiwan Semiconductor Manufacturing Company (TSMC), the world's leader in pure-play foundry, basically said the impact of the April 3 earthquake was minimal in a statement on the evening...
Wednesday 3 April 2024
Taiwan chip supply chain likely to resume normal operation in 1 day amid strongest earthquake in 25 years
Despite a 7.4 magnitude earthquake disrupting the semiconductor supply chains in Taiwan, no major impact is expected, and operations remained stable, according to Taiwan's Hsinchu...
Wednesday 3 April 2024
Innodisk preps localized supply chain in China in pursuit of AI market share
Industrial control memory module maker Innodisk has been heavily investing in AI solutions to target the edge AI market in China.
Wednesday 3 April 2024
With gloomy forecast for China's notebook market, supply chain adopts wait-and-see approach
Dark clouds loom large at both the supply and demand ends in China's notebook market, as the notebook supply chain points to excess inventory among distributors due to a sales slump...
Monday 1 April 2024
Why smartphone suppliers should pin hope on 2H24
Although the mobile phone industry usually enters off-season in the second quarter, upstream suppliers are currently gearing up to maintain stable operations in the second quarter,...
Monday 1 April 2024
BYD reviewing suppliers' production capacity invites market suspicions
BYD maintains a leading position in the fierce Chinese market as it grows overseas.
Friday 29 March 2024
HP visits Taiwan with most high-level delegation ever
Supply chain sources revealed that HP CEO Enrique Lores led a whirlwind visit to Taiwan this week.
Friday 29 March 2024
Battery material supplier Aleees signs new customers in automotive sector
Advanced Lithium Electrochemistry (Aleees), a Taiwan-based provider of LFP battery materials and IP licensor, has expanded its customer base to include automakers in Europe, the US,...
Thursday 28 March 2024
Carmakers' shift from EV-only to EV-first will influence parts supply chain
In 2020, the rapid growth of EV sales, especially Battery EVs (BEVs), and market share prompted European automakers to develop chassis dedicated to BEVs.
Thursday 28 March 2024
PwC Survey: global risks for Taiwan's business leaders
PwC Taiwan's latest unveiling of the "Taiwan CEO Survey 2024" underscores the prevailing concerns among global and Taiwanese business magnates.
Tuesday 26 March 2024
Former TSMC director: China will form its semiconductor system, but hard to compete with others
Retired former TSMC R&D director Konrad Young said China's semiconductor industry will eventually become an independent ecosystem and develop its systems under the US sanctions...
Tuesday 26 March 2024
Taiwan-based supply chain confirms production cuts at Tesla's Shanghai plant
With Tesla rumored to be slashing production at its Shanghai plant, sources in the Taiwan-based supply chain note that production has been delayed, but overall impact will be limit...