Taiwan’s biggest earthquake since 1999 is likely to cause some disruption across Asia’s semiconductor supply chain, analysts say…
Search Results for: "supply chain"
Apple iPhone supply chain checks show ‘clear stabilization of demand’ in China
Recent checks into the iPhone supply chain suggest that Apple is seeing a “clear stabilization of demand” in China, Wedbush Securities…
Apple instructs suppliers to source batteries from India in supply chain diversification effort
Apple is instructing assemblers to use batteries made in India for iPhones, as part of the company’s belated effort to diversify out of China…
China bemoans supply chain ‘de-risking’ as foreign investment drops to historic lows
As a growing number of sovereign nations voice concern at how much their supply chains depend on China, the Chinese Communist Party wants…
Apple supplier Goertek says VP exiting just days after he sounded alarm on communist China supply chain exodus
One of Apple’s largest acoustic products suppliers, Goertek, on Wednesday said its vice-president Kazuyoshi Yoshinaga is leaving the company…
How Apple plans to diversify its supply chain away from China
In recent years, there has been a growing concern among supply chain experts in companies like Apple and governments such as the U.S…
TSMC: Low-end chip demand is holding up production in key supply chain segments
TSMC warned Tuesday that an endemic shortage of chips costing anywhere from 50 cents to $10 is slowing down the semiconductor industry…
Apple’s iPhone supply chain has a brighter outlook than Android’s – analysts
Production of hardware could gradually resume to normal levels in June/July, with a brighter outlook for Apple’s supply chain than Android …
Apple assembler Foxconn predicts more stable supply chain for second half of 2022
Taiwan’s Foxconn, a major Apple assembler and the world’s largest contract electronics maker, said on Tuesday that the second half…
Apple likely to benefit from ‘improving’ supply chain in Asia – analyst
Apple is likely to be one of the main beneficiaries from a “clear improvement” in the supply chain in Asia over the past week, as investment…
Apple’s supply chain issues might not be that bad, Wall Street says
Analysts say Apple’s supply crunch looks to be only temporary, occurring during Apple’s slower time of the year, and the company’s…
Apple stock swings to a loss after warning of $4B – $8B in negative supply chain impacts
Apple expects to see a $4B – $8B hit from supply chain disruptions in the current quarter which sent its stock price lower in after-hours…
Apple looks to diversity memory chip supply chain
Apple is looking to diversify its supply chain from memory chips. That comes after a production disruption at key Japanese partner Kioxia…
Apple aggressively expanding mini-LED supply chain capacity by 20-30% for MacBook Pro
Apple’s 14- and 16-inch MacBook Pro models offer a stunning Liquid Retina XDR display. Featuring the mini-LED technology used in iPad Pro…
Apple is seeing ‘stellar’ iPhone 13 demand; supply chain improving – analyst
Apple is seeing “stellar” demand for its iPhone 13 around the world and there are “discernible” improvements with global supply chain…
Apple averts supply chain crisis, but others not so fortunate
Apple’s stunning triumph over the global chips supply chain shortage has signaled good news amid troubled markets around the world…
Analyst: The big question is how did supply chain disruptions impact Apple’s sales?
DA Davidson Research analyst Tom Forte says that the big unknown is how much supply-chain disruptions impacted Apple’s holiday quarter sales.
Apple shares get big target price boost; supply chain issues improving – analyst
Wells Fargo raised its price target on Apple shares to $205 from $165, implying some 25% upside from Thursday’s closing levels, as analyst…
Apple dodges global supply chain woes with new MacBook Pro and AirPods launches
One day after unveiling all-new powerful MacBook Pro models and new third gen. AirPods, seemingly dodging global supply chain woes …
J.P. Morgan: Apple stock remains a ‘buy’ despite supply chain challenges
Apple’s big holiday iPhone selling season is here, and J.P. Morgan analyst Samik Chatterjee maintains a Buy rating with a $180 price target…
Apple makes progress in supply chain responsibility; releases 2021 progress report
Apple reported progress among its supply chain during a year dominated by a worldwide hodgepodge of responses to COVID-19 as it…
Vietnam COVID-19 outbreak threatens to disrupt tech supply chain
A rapidly spreading COVID-19 outbreak has left factories operating below capacity in Vietnam’s industrial northern provinces, where…
China’s O-Film kicked out of Apple’s supply chain over human rights violations
The U.S. Department of Commerce had early in July designated O’Film Group among a list of eleven Chinese companies that it accuses…
Supply chain checks show stronger than expected iPhone 12 holiday quarter demand
Apple’s U.S. suppliers reported stronger than expected revenue and earnings in the past week, which is a sign of strong iPhone demand …
Apple’s supply chain shift creates boomtowns in rural Vietnam
Vietnam’s Bac Giang province was one of the nation’s poorest. Now officials in the rural area north of Hanoi host representatives from Apple…
Trump administration presses tech supply chain to cut ties with China
The Trump administration is making a concerted effort to press non-U.S. suppliers to move production out of China …
Apple’s iPhone COVID-19 delay sends ripples through tech supply chain
For the first time since 2011, Apple didn’t release a version of its flagship iPhone in September, a delay has sent a massive ripple effect…
DigiTimes claims shipments of mmWave 5G iPhones expected to be half of previous supply chain estimate
The latest shipment estimates for Apple’s upcoming mmWave-enabled 5G iPhones are several million units lower than previously expected, DigiTimes claims…
Apple to launch iPhone 12 in October – supply chain sources
Although the planned launch of Apple’s iPhone 12 lineup, said to consist of four models with three display sizes, is likely to be roughly one month…
Apple supplier Dialog Semiconductor sees Chinese chip supply chain near full capacity by month-end
Apple supplier Dialog Semiconductor said on Wednesday it expected Chinese chip supply chain and contract manufacturers to return to normal in Q2…
Apple loses two key operations, supply chain executives
Apple has lost two key executives who worked in the manufacturing, supply chain, and operations group who were focused on the production of…
Analyst: Apple supply chain issues to last at least a month
Heavily reliant on China, Apple’s supply chain will likely at least a month to get back to full capacity due to disruptions caused by the coronavirus…
Supply chain ready for Apple adopting mini LED in next-gen high-end iPad Pro
Apple is looking towards adding Mini LED to its iPad Pro lineup in 2020, a new report concurs…
Apple supply chain expects new 16-inch MacBook Pro, 13-Inch MacBook Pro, and MacBook Air to launch in October
Apple plans to release an all-new 16-inch MacBook Pro in October, according to supply chain sources…
U.S.-China trade tensions prompt Apple to consider diversifying supply chain out of China
Apple Inc. is asking suppliers to study shifting final assembly of some products out of China, people familiar with the matter said…
Apple’s AirPower to launch late this month, supply chain sources say
Lite-On Semiconductor, a maker of discrete and analog IC components, is expected to see…
Apple shares jump after BAML upgrade on supply chain stability
Apple Inc. were indicated higher in pre-market trading Monday after analysts at Bank of America Merrill Lynch…
JP Morgan: iPhone supply chain looks to be stabilizing after weaker than expected holiday quarter
While down on a sequential monthly basis, JP Morgan notes that on a year-on-year analysis, aggregate revenue rose
Poor news curation at Bloomberg, CNBC, Reuters created misleading iPhone supply chain panic
The lazy high of Supply Chain crack is hard for journalists to kick…
Misreading Apple’s supply chain and iPhone XR demand
Apple’s supply chain scale is truly unprecedented…
Apple’s supply chain takes wait-and-see attitude about order prospects for new MacBook Air
Despite Apple’s recent launch of an all-new MacBook Air, supply chain partners…
Analyst: Apple supply chain ‘healthy and growing again’
It’s too early in the iPhone production cycle for the supply chain to be fully ramped…