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    NEWS TAGGED 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...
    Tuesday 5 August 2025
    Exclusive: IC distribution shaken by CSP giant's single distributor move
    The IC distribution market has faced a significant shift as one of the top four global CSPs appointed a sole distributor for its AI data center components consignment sales, transitioning...
    Tuesday 5 August 2025
    Taiwan faces Section 232 chip tariff crunch
    The US has officially announced its latest tariff results, reducing Taiwan's reciprocal tariffs from 32% to 20%. The Executive Yuan promptly responded, stating that the US set a provisional...
    Tuesday 5 August 2025
    Trump tariffs drive shift in Taiwan's PCB strategy as exports from China to US jump
    US President Donald Trump's tariff policies have significantly disrupted global supply chain strategies, prompting shifts across Asia's electronics manufacturing landscape. A DIGITIMES...
    Monday 4 August 2025
    iPhone 16 demand powers lens makers, but 4Q25 is the real test
    Apple reported strong iPhone sales in its fiscal third-quarter 2025 earnings, pushing overall revenue higher and triggering a ramp-up in shipments across the optical lens supply chain...
    Monday 4 August 2025
    Ventec to launch Thailand factory in 2026 to serve US, Asia auto and aerospace markets
    Ventec International Group, a specialty manufacturer of copper-clad laminates (CCLs), has commenced construction of a new manufacturing facility in Thailand as part of its broader...
    Monday 4 August 2025
    Decoupling in motion: how US tariffs and AI demand are redrawing EMS map

    Since Donald Trump's first term in office, US-China relations have steadily deteriorated. Coupled with the supply chain disruptions triggered...

    Monday 4 August 2025
    With tariffs easing, PCB firms boost footprint in emerging ASEAN manufacturing hubs
    The US has lowered tariffs on imports from several Southeast Asian nations. These measures provide a temporary boost to Taiwanese printed circuit board (PCB) manufacturers, enabling...
    Monday 4 August 2025
    Nvidia reportedly seeks new Hsinchu site for SiPh module testing amid growing demand
    The long-rumored Nvidia Taiwan headquarters was finalized at the end of May 2025, with CEO Jensen Huang personally announcing its location in the Beitou-Shilin Technology Park (BSTP),...
    Monday 4 August 2025
    Foxconn data foreshadow Apple's 3Q25 beat, but pull-in gains may fizzle
    Apple exceeded expectations in its fiscal third quarter 2025, driven by strong iPhone 16 sales and early demand in China. Foxconn's revenue surge aligned with this momentum, reflecting...
    Monday 4 August 2025
    South Korea averts major trade blow with 15% automotive tariff compromise
    The US has reduced tariffs on imports from South Korea from 25% to 15%. This reduction benefits South Korean automakers like Hyundai Motor by cutting annual losses of around KRW30...
    Monday 4 August 2025
    US auto parts localization faces supply chain reality
    As key tariff deadlines draw near, several countries have secured trade agreements with the US, with the automotive sector playing a central role in the negotiations. Industry experts...
    4/72 pages
    Veeam Q3
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 13 August 2025
    Advanced WLP and back-end solutions at SEMICON Taiwan 2025
    Wednesday 9 July 2025
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 13 August 2025
    Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES