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    NEWS TAGGED SUPPLY CHAIN
    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...
    Sunday 3 August 2025
    No need to reinvent the wheel: Taiwan pushes to standardize AI robots like PCs

    Amid surging global demand for AI-driven robotics, Taiwan's industry leaders are banding together to form strategic alliances aimed...

    Sunday 3 August 2025
    Inpaq Technology opens new Penang plant to boost high-frequency antenna production
    Inpaq Technology, part of PSA Walsin Technology, has officially launched a new advanced production facility in Penang, Malaysia, aimed at high-frequency antenna module manufacturing...
    Saturday 2 August 2025
    Apple talent exodus reflects AI strategy transition dilemma

    A wave of executive departures at Apple, including the recent exit of AI head Ruoming Pang and...

    Friday 1 August 2025
    Taiwan industries to sail into Trump's 20% tariffs storm with contingency plans deployed
    Taiwanese exporters are responding with cautious pragmatism after the Trump administration announced a new 20% reciprocal tariff rate on Taiwan. The rate represents a reduction from...
    Friday 1 August 2025
    Trump's tariff war reshapes China's IC trade in 1H25
    Large-scale US tariffs launched in the second quarter of 2025 aimed to curb China's technological advancement through stricter import restrictions on high-tech and advanced manufacturing...
    Friday 1 August 2025
    Apple braces for US$1.1B in tariffs as Cook outlines strategy to localize production
    Apple is preparing for an estimated US$1.1 billion in tariff-related costs in the September quarter, CEO Tim Cook revealed during the company's third-quarter fiscal 2025 earnings...
    Friday 1 August 2025
    China remains core to server PCB supply despite SEA expansion
    Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production,...
    12/74 pages
    Research Report Database
    BIZ FOCUS
    Sep 9, 12:48
    Meet ADLINK's cExpress-R8: The compact solution to demanding and diverse industrial workloads
    Friday 12 September 2025
    SK hynix Completes World's First HBM4 Development and Readies Mass Production
    Friday 12 September 2025
    OneXPlayer Launched X1 Air 3-in-1 PC, Powered by BIWIN Mini SSD for Next-Gen Edge AI Storage
    Friday 12 September 2025
    WiseLink Announces $10M Bitcoin Allocation as Part of Treasury Strategy in Asia
    Summary of Tech Supply Chain News!