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["[\"A platform bridging customers and suppliers - Trump's 32% tariff on Taiwan exempts chips but hits key tech exports - TSMC's 2nm yield rate varies by product type; Apple and Nvidia to face different thresholds - TSMC hikes 4nm pricing; US clients scramble under tariff pressure - GlobalFoundries-UMC merger could pre
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News
Apple just put a $700 premium on a hinge — seven takeaways for the supply chain
3+ day, 6+ hour ago (142+ words) digitimes Apple just put a $700 premium on a hinge — seven takeaways for the supply chain 1. iPhone Duo — US$1,999, October 16 pre-order, October 23 ship; Taiwan in the first wave Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices…...
Apple may delay iPhone 18 base model to 1Q27
4+ day, 9+ hour ago (163+ words) Apple's fall product event will begin at 1 a.m. Taiwan time on September 10, with the company set to unveil the iPhone 18 Pro series and its first foldable phone, tentatively called iPhone Ultra. Market watchers said Apple may postpone the standard iPhone 18 until…...
Chinese smartphone price hikes squeeze Southeast Asia: shipments fall 23%, low-end demand retreats
5+ day, 8+ hour ago (138+ words) digitimes Chinese smartphone price hikes squeeze Southeast Asia: shipments fall 23%, low-end demand retreats Rising smartphone prices are spreading beyond China, with Southeast Asia already showing the strain from rising handset costs and weaker replacement demand. Keep me signed in - Track…...
Xiaomi warns of more India price hikes as AI squeezes the phone from both sides
6+ day, 7+ hour ago (176+ words) The same AI boom that is filling handsets with new features is draining the memory supply that makes cheap phones possible—and in India, the world's second-largest smartphone market, buyers are paying for both. Xiaomi India's leadership told that prices…...
Chinese smartphone brands raise prices as component costs climb
1+ week, 5+ day ago (118+ words) digitimes Chinese smartphone brands raise prices as component costs climb Keep me signed in - Track financials & stock data of Taiwan tech. - Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge - 2027 memory capacity reportedly sold out as buyers…...
Xiaomi's AI-EV Pivot gains momentum as memory costs pressure Q226 smartphone business
3+ week, 3+ day ago (117+ words) digitimes Xiaomi's AI-EV Pivot gains momentum as memory costs pressure Q226 smartphone business Keep me signed in - Track financials & stock data of Taiwan tech. - Haesung DS lands CXMT as DDR5 substrate customer, weighs panel production for DDR6 - Memory shortage could turn into a…...
Xiaomi's costs are rising faster than its sales can absorb
3+ week, 4+ day ago (113+ words) digitimes Xiaomi's costs are rising faster than its sales can absorb Keep me signed in - Track financials & stock data of Taiwan tech. - Haesung DS lands CXMT as DDR5 substrate customer, weighs panel production for DDR6 - Samsung struggles to secure AI chip substrates,…...
Arm faces capacity squeeze as CPU demand tops US$2 billion
3+ week, 5+ day ago (134+ words) digitimes Arm faces capacity squeeze as CPU demand tops US$2 billion Arm Holdings' expansion from asset-light IP licensing into finished data center processors is putting the company into direct competition for wafer and memory capacity just as demand for its…...