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NEWS TAGGED SUPPLY CHAIN
Friday 1 November 2024
Supermicro's financial crisis unfolds, supply chain on the lookout for 2 key issues: An in-depth analysis
Supermicro faces mounting financial scrutiny following the resignation of its auditor, Ernst & Young (EY), over corporate governance and transparency concerns. While supply chain...
Friday 1 November 2024
China SiC industry faces restructuring; Taiwan firms seek differentiation
With SiC production capacity rising in China, prices have fallen dramatically, potentially leading to a restructuring of China's SiC industry and prompting Taiwan-based players to...
Thursday 31 October 2024
Chinese solar manufacturers implement price floor amid market oversupply in 4Q24
China's solar energy industry has been grappling with severe oversupply and aggressive price competition in the local market since 2024. In late October, the China Photovoltaic Industry...
Thursday 31 October 2024
Nvidia plans ARM-based PC platform to rival Intel, AMD
The surge in generative AI applications is fueling fresh demand for AI servers, while simultaneously revitalizing end-user devices like PCs and smartphones. More than a year ago,...
Wednesday 30 October 2024
Qualcomm-Arm dispute threatens supply chain stability
Arm has stated that it is adequately prepared for the court hearing scheduled for December, as the dispute between Qualcomm and Arm continues to develop. In response, Qualcomm maintains...
Tuesday 29 October 2024
Only a few will survive: low-price EV market not sustainable, warns supply chain
Though the 2024 Paris Motor Show has wrapped, the shockwaves sparked by low-cost EVs are still reverberating. Chinese automakers continue to dominate certain markets by slashing prices,...
Tuesday 29 October 2024
Samsung and Kioxia reinstate NAND manufacturing cuts
Samsung Electronics and Kioxia both plan to scale back their NAND flash production in the fourth quarter, according to sources within the industry supply chain. This suggests that...
Tuesday 29 October 2024
Memory manufacturers maintain price floor as server contract prices rise in 4Q
With the demand for memory driven by AI servers, the industry initially expected contract prices to ease and decline in the fourth quarter. However, sources within the supply chain...
Monday 28 October 2024
Foxconn poised to benefit as manufacturers pivot investment to India amid geopolitical shifts
Amid the countdown to the US presidential election, discussions regarding whether the incoming president will step up manufacturers to invest in India emerge, highlighting Foxconn's...