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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 US$700 premium on hinges — seven supply chain takeaways
3+ day, 3+ hour ago (145+ words) digitimes Apple just put a US$700 premium on hinges — seven supply chain takeaways These are the seven supply chain takeaways from Apple's announcements...surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC 2026:...
Apple just put a $700 premium on a hinge — seven takeaways for the supply chain
3+ day, 3+ hour ago (142+ words) $700 premium on a hinge — seven takeaways for the supply chain 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,...surge sixfold as US-China restrictions tighten supply for chips, aerospace,…...
Apple's foldable arrives late to a supply chain already moving on
2+ day, 6+ hour ago (147+ words) digitimes Apple's foldable arrives late to a supply chain already moving on Apple has unveiled its...surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - Google's...
Pixel 11 preorder surge lifts Google's Taiwan smartphone share
2+ week, 6+ day ago (156+ words) Taiwan tech. - Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge...capacity reportedly sold out as buyers quietly lock in supply - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC 2026:...
Xiaomi's costs are rising faster than its sales can absorb
3+ week, 4+ day ago (113+ words) HBM levels - Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge...
Apple's 100-part iPhone Duo hinge puts spotlight on Chinese suppliers
3+ day, 4+ hour ago (135+ words) surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - Google's...
Arm faces capacity squeeze as CPU demand tops US$2 billion
3+ week, 5+ day ago (134+ words) HBM levels - Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge...
Xiaomi's AI-EV Pivot gains momentum as memory costs pressure Q226 smartphone business
3+ week, 3+ day ago (117+ words) chipmakers expand - Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge...capacity reportedly sold out as buyers quietly lock in supply - 'Don't panic about Kimi K3':...everyone got the logic backwards - High-end PCB supply tightens as CCL expansions…...
Chinese smartphone price hikes squeeze Southeast Asia: shipments fall 23%, low-end demand retreats
5+ day, 5+ hour ago (138+ words) surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - OCP APAC 2026:...