News tagged supply chain at DIGITIMES

NEWS TAGGED SUPPLY CHAIN

Wednesday 8 October 2025

Taiwan IPC US expansion to strengthen edge AI supply chain

As demand for edge AI computing and industrial automation rapidly intensifies, geopolitical tensions and tariff uncertainties are prompting customers to seek localized production...

Tuesday 7 October 2025

CATL extends global lead as Korean battery utilization drops to 50%

South Korea's once-dominant battery manufacturers are losing their footing in the global electric vehicle (EV) supply chain, as Chinese...

Tuesday 7 October 2025

Upstream substrate and leadframe price hikes pressure IC packaging costs

Since early 2025, rising costs of precious metals such as gold and silver have triggered price increase signals in the supply chain for key materials like substrates and leadframes...

Tuesday 7 October 2025

China's SiC industry finds high-value exit in Meta's AR supply chain

As the global semiconductor industry eyes the rise of 12-inch silicon carbide (SiC) wafers as potential game-changers in advanced packaging,...

Tuesday 7 October 2025

AI demand drives PCB material prices up amid supply strain

Due to global tariffs and inflation, the consumer market outlook for the second half of 2025 remains pessimistic. Taiwanese PCB industry players believe that overall industry growth...

Monday 6 October 2025

Nvidia's stake in Intel raises PC supply chain concerns

Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern...

Sunday 5 October 2025

Apple adds third supplier for folded zoom OIS actuators in iPhone

LG Innotek and Jahwa Electronics have been the sole two suppliers for folded zoom optical image stabilization (OIS) actuators in Apple's iPhone lineup in recent years. However, Luxshare...

Sunday 5 October 2025

V2X risk becoming Trojan horses in AI cyber arms race

As the automotive industry is transitioning from hardware manufacturing toward software-defined vehicles (SDVs), a digital war is also accelerating. The recent cyberattack on Jaguar...

Friday 3 October 2025

India joins XR optics race with Kaynes-DigiLens waveguide line

Kaynes Technology has opened India's first waveguide manufacturing line in Mysuru in partnership with US-based DigiLens, placing the country in the global supply chain for extended...

Friday 3 October 2025

Taiwan pushes back on US '50-50 chip split' demand

Taiwan's Executive Yuan Vice Premier Cheng Li-chun highlighted on October 2, 2025, that the US's proposal for a "50-50 chip production split" between Taiwan and the US diverges from...

Friday 3 October 2025

OpenAI's massive memory deal with Samsung and SK Hynix signals shift in AI chip supply chain

OpenAI has signed a sweeping cooperation agreement with Samsung Electronics and SK Hynix, securing high-performance memory supplies for the massive Stargate Project. According to...

Friday 3 October 2025

Apple eyes Taiwan for foldable iPhone trials amid supply chain shifts

Apple is reportedly considering establishing a small-scale trial production line in Taiwan to support the development and process validation of its upcoming foldable iPhone, as the...

Friday 3 October 2025

US government shutdown stalls auto industry momentum

A breakdown in congressional budget negotiations has led to the US government to shut down, plunging the administrative system to a standstill. During the shutdown, key regulatory,...

Friday 3 October 2025

AI to transform Taiwan's supply chain in next half decade

The mobile industry is evolving with AI and new technologies, offering opportunities for Taiwan in sensors and batteries. Taiwan needs to improve R&D and collaboration in the...

Friday 3 October 2025

SAS subsidiary signs 10-year green power deal with Amkor

Amid the semiconductor supply chain's ongoing push for green transformation, Sustainable Energy Solution, a renewable power sales company under the Sino-American Silicon Products...

4/74 pages

BIZ FOCUS

Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

MOST-READ
7 DAYS NEWS

Full list