News tagged supply chain at DIGITIMES

NEWS TAGGED SUPPLY CHAIN

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,...

Thursday 31 July 2025

China's third central automaker revs up EV-chip cluster in Chongqing

As China moves to curb domestic EV overcompetition and prioritize industrial upgrading, China Changan Automobile Group (CCAG) officially...

Thursday 31 July 2025

US 25% tariff jolts India's electronics sector and Apple

A new 25% US tariff on Indian imports has intensified trade tensions and poses a significant threat to India's fast-growing electronics export industry. The move widens India's disadvantage...

Wednesday 30 July 2025

From substrate to system: A deep dive into Nvidia's CoWoP packaging shift

As artificial intelligence and high-performance computing enter a phase of explosive growth, the limitations of traditional chip manufacturing and the slowing of Moore's Law have...

Wednesday 30 July 2025

IC designers expect limited impact of Section 232 investigations

The US Department of Commerce (DOC) is set to announce the results of the Section 232 investigations within the next two weeks, a potential cornerstone event for chip tariffs. The...

Wednesday 30 July 2025

Taiwan's Japanese car supply chain remains hesitant on US expansion despite auto tariff cuts

After extensive negotiations, US-Japan trade talks have concluded with a significant development in tariffs on Japanese automobiles. The overall tariff rate on Japanese cars will...

Wednesday 30 July 2025

Taiwan approves Wistron's major US investments, Inventec to expand AI server supply chain

Taiwan's Ministry of Economic Affairs (MOEA) Investment Review Committee approved eight major investment projects on July 29, 2025, including significant capital injections by prominent...

Tuesday 29 July 2025

Celestica surges in late trading as 2Q25 earnings top forecasts and guidance rises

Celestica, a key global provider of hardware design, manufacturing, and supply chain solutions, reported strong second-quarter results...

Tuesday 29 July 2025

Nearly half a year into Trump's administration, Taiwan's June 2025 economic indicators remain green

Although US President Donald Trump's reciprocal tariff policy implemented in April 2025 has caused significant shocks to global trade and economy, the National Development Council...

Tuesday 29 July 2025

Manufacturing sector prioritizes measurable returns as AI adoption accelerates smart factory push

Global manufacturers are demanding clearer performance metrics before investing in artificial intelligence (AI)-powered smart manufacturing systems, with supply chain experts identifying...

Tuesday 29 July 2025

Tesla differentiates through full supply chain decarbonization

Tesla is developing an integrated approach to supply chain decarbonization spanning battery production, manufacturing processes, and energy systems as automakers face increasing pressure...

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Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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