supply chain


2024-12-02

[News] Taiwanese Server ODMs Seek Production Capabilities Outside Mexico Amid Trump’s Tariff Threat

According to a report from UDN News, U.S. President-elect Donald Trump's proposed 25% tariff on imports from Mexico has sent shockwaves through the server manufacturing industry. The report highlights that Taiwanese server ODMs are swiftly implementing contingency measures, with major players like ...

2024-11-27

[News] Microsoft, HP, Dell Reportedly Stockpile China Parts Ahead of Expected Trump Tariff Hikes

According to a report from MoneyDJ, citing Nikkei, Microsoft, HP, and Dell are reportedly stockpiling electronic components in anticipation of increased tariffs on Chinese goods, expected to take effect once Donald Trump assumes office in January. The report states that Microsoft has instructed i...

2024-04-23

[News] Apple Reportedly Releases Supply Chain List, Nanya Technology, Lotes, and Novatek Not Included

Apple has released its supply chain list for the 2023 fiscal year, with notable changes compared to the 2022 list. According to a report from CNA, Major IC substrate manufacturer Nan Ya PCB has returned to Apple's supply chain list, while Nanya Technology, Lotes, Novatek are no longer included. TSMC...

2023-10-31

PV Industry Supply Chain Price Update

According to EnergyTrend, the New Energy Research Center under TrendForce, as of October 23, 2023, the prices for various photovoltaic materials and components have experienced changes: For Polysilicon: Mono Recycled Polysilicon in RMB (Renminbi) dropped to RMB 72/KG, a decrease of 10%. ...

2023-10-26

[News] Malaysia to Focus on High-Tech Industries to Strengthen Global Supply Chain Position

A senior government official in Malaysia has stated that the country will prioritize attracting investments in high-tech industries such as semiconductor and electric vehicles to solidify its status as a manufacturing hub in Southeast Asia within the global supply chain. Sikh Shamsul Ibrahim, the...

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