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COVID-19 and the US-China trade war have combined to accelerate a split of the global supply chain in two - namely a "G2" pattern with one serving China and the other the rest of the world. Such a scenario has also highlighted Taiwan's importance......»»

Global shipments of Google's just-unveiled Pixel 4 lineup are expected to approach 12-14 million units as the company is expanding its cooperation with telecom operators to promote the new models, according to sources from Taiwan's handset supply chain......»»

The new iPhones' lack of wow factors may fail to ignite strong replacement demand in the global smartphone space where shipments have been locked in a downturn, according to sources from Taiwan's handset supply chain......»»

Whether Taiwan's IC industry supply chain can maintain its stability will play a crucial role in the country's export growth this year......»»

Taiwan Semiconductor Manufacturing Co (NYSE: TSM) said the automotive industry needs to modernize its “Just-in-time” supply chain practices to avoid a similar semiconductor shortage as the ongoing one in the future, Reuters read more.....»»

There is no need to be pessimistic about Taiwan's ind.....»»

The semiconductor and IT value chains in Taiwan have raised their alerts to the surging COVID cases locally, adopting work-from-home and other precautionary measures, though so far no major infections have been reported among the.....»»

It is still premature to assess the impacts of the recent spike of COVID-19 infections in Taiwan on local III-V semiconductor players, as related makers have initiated precautionary measures against the virus, according to industry sources......»»

As COVID-19 cases surge in Taiwan, concerns have been raised over the stability of chip supply from the local semiconductor value chain. No major infections have been reported among Taiwan's semiconductor and IT supply chains yet, but Pegat.....»»

With Taiwan encountering a sudden rise in the number of domestically transmitted COVID-19 infections, concerns about the stability of Taiwan's IC industry supply chain have emerged......»»

Taiwan's handset components supply chain is likely to feel the pinch of inventory corrections by Chinese handset vendors starting third-quarter 2021 at the earliest amid their sales shrinkages in China and India markets, according to industry sources......»»

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Supply Chain Disruption Just Got Serious - Global Flower Shortage Strikes Ahead Of Mothe.....»»

Some Taiwan-based IC distributors and testing service vendors in AMD's supply chain are benefiting significantly from robust sales of the US firm's HPC (high-performance computing) chips to the datacenter sector, according to industry sources......»»

Like in the past, economists at Guggenheim Partners think today's skyrocketing lumber prices and shortages of essential parts, materials and labor likely won't last long enough to spark runaway inflation......»»

Taiwan's PCB supply chain players are optimistic that they will receive a boost from the upcoming server replacement demand to be driven by rollouts of new processors by Intel, according to industry sources......»»

"We've had some of the most difficult supply chain challenges that we've ever experienced in the life of Tesla," Musk said, citing the chip shortage. Elon Musk NurPhoto/Contribu.....»»

COVID-19 and the Suez Canal blockage have disrupted the global supply chain and changed demand. Mary Meisenzahl/Insider I visited four stores to see how shipping delays and worker shor.....»»

Materials that feed into bourbon production, like glass and metal, are also facing delivery issues. Here's what th.....»»

Import/Export Prices Explode Higher In March, Hottest In A Decade Amid global supply chain disruptions and trillions in liquidity to support co.....»»