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...Samsung and SK Hynix are large sources of second-hand equipment supply due to the rapid turnover of tools as memory chipmakers move swiftly from one generation of chip to the next....
...“So that’s also a reason we equipment and tool vendors need to seek new growth drivers,” he said, adding that there were also new opportunities in chip packaging, an area of the supply chain that was traditionally...
...Such efforts underline how Huawei is trying to build up its own chip supply chain and prove to the world it can withstand a US clampdown....
...Speaking to reporters this week, he said his company’s most immediate challenge was the volatile prices of displays, which have been fluctuating violently due to supply gluts....
...Ericsson has scored a significant victory over rival Nokia after US giant AT&T selected the Swedish group for the rollout of a new kind of 5G network, in a deal that will shake up the equipment supply chain...
...China, the dominant solar equipment supplier, doubled production capacity last year to more than 1tn watts and now produces nearly three times more panels than global demand, according to the International...
...A version of this article was first published by Nikkei Asia on March 6. ©2024 Nikkei Inc. All rights reserved....
...This shift of key iPad engineering work is a major boost for Vietnam’s position in the global electronics supply chain, executives and analysts told Nikkei Asia....
...Tl;dr: Proxy documents revealed Domino’s former chief executive Ritch Allison was, within his own company, a prodigious breaker of Biggie’s fourth crack commandment (“never get high on your own supply”),...
...A version of this article was first published by Nikkei Asia on January 16. ©2024 Nikkei Inc. All rights reserved....
...The IPO also follows an earlier attempt by KKR to sell the chipmaking equipment business to US-based Applied Materials in 2019....
...The ITC last year issued another import ban against the device after a complaint from medical equipment maker AliveCor....
...Their moves could also have a magnetic effect on substrate and production equipment makers in south-east Asia....
...A version of this article was first published by Nikkei Asia on September 29. ©2023 Nikkei Inc. All rights reserved....
...He also predicts a good year for large renewable developers as equipment prices fall....
...But if equipment reliability can be increased and companies can add years to the use of their IT equipment without spending more on repairs, it could also help them to avoid semiconductor supply chain problems...
...Decoupling the global semiconductor supply chain would be “extremely difficult and expensive” if not impossible, a senior executive at ASML, the world’s most valuable chip equipment maker, told Nikkei Asia...
...A version of this article was first published by Nikkei Asia on January 26. ©2024 Nikkei Inc. All rights reserved....
...Many of the largest names in the US solar industry have shared Sunrun’s pain as higher interest rates, cost inflation, California regulatory changes and supply chain issues have checked much of the momentum...
...I met many representatives from the Czech Republic, Poland, India and Malaysia,” an executive from one Taiwanese equipment maker said....
...CA: We’re just at the beginning of this, where you are starting to see OEMs [original equipment manufacturers] talking about different user experiences on their devices....
...The US heavy machinery maker sidestepped economic uncertainty, rising raw material costs and supply chain issues to deliver a blowout quarter of earnings on Thursday....
...But hurdles remain, not least Japan and the Netherlands recently following America’s lead in restricting export of cutting-edge semiconductor equipment. China is not the only country hungry for chips....
...China, meanwhile, is continuing to focus on boosting its local supply chain, despite the time and money this will take....
...“Memory is a commodity and supply chains will adjust in a couple [of] quarters.”...
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