CONNECT WITH US
Wednesday 13 November 2024
Apple expected to scale up iPhone production in India following Trump win
Following Donald Trump's victory in the US presidential election and the possibility of a renewed US-China trade war, Indian officials believe Apple may scale up its manufacturing capacities in India to mitigate potential tariffs and avoid supply chain disruptions that could arise
Wednesday 13 November 2024
Trump's victory raises stakes for South Korean display makers
South Korea's display industry faces new uncertainties following Donald Trump's return to the US presidency. While Samsung Display and LG Display maintain their OLED technology leadership, industry watchers are closely monitoring the potential impacts of heightened US-China tensions
Wednesday 13 November 2024
Trump's second term set to shake up US tech landscape: ripples across AI, semiconductors, EVs, and China ties
During his US presidential campaign trail, President-Elect Donald Trump vowed to overturn key Biden administration policies. Now, with his election victory, the tech sector awaits significant policy shifts that could reshape multiple industries
Tuesday 12 November 2024
Trump is set to elevate China hawks, deepening Beijing rift
President-elect Donald Trump is poised to pick two men with track records of harshly criticizing China for key posts in his new administration, a sign relations between the superpowers may deteriorate further in coming years
Tuesday 12 November 2024
Japan pledges fresh US$65 billion in support for chips and AI
Japanese Prime Minister Shigeru Ishiba pledged more than US$65 billion of fresh support for the nation's semiconductor and artificial intelligence sector as Tokyo looks to keep up with a global spending spree on cutting-edge tech
Tuesday 12 November 2024
Syncmold expands investments in Thailand
Taiwan-based plastic molding and design provider Syncmold Enterprise approved a US$15 million increase in investment at its Thailand facility on November 8, bringing the total investment to US$20 million. This strategic move aims to position the company for an anticipated industry recovery in 2025
Tuesday 12 November 2024
Kai-Fu Lee: AI 2.0 is the third wave of tech revolution, slams current AI ecosystem as unhealthy
Amidst China's raging AI boom, Kai-Fu Lee, Chairman of Sinovation Ventures and CEO of 01.AI has gone on record criticizing the structure of the AI ecosystem while outlining where he believes the direction of the AI evolution may go
Tuesday 12 November 2024
India-based PC contract manufacturers reportedly receive few-than-expected orders despite incentive scheme
The Indian government launched an incentive scheme to encourage local production of PCs and notebooks. However, most beneficiaries under the scheme are reportedly struggling to receive orders from PC brands
Tuesday 12 November 2024
Kioxia expects explosive demand for NAND, to introduce equipment to expand production
Kioxia, a Japanese NAND flash manufacturer, forecasts a 2.7-fold increase in NAND memory demand by 2028, driven by AI, which is expected to impact SSD prices significantly. The company's new K2 plant will begin mass production of its latest NAND products in autumn 2025, aiming to capitalize on AI-driven demand
Tuesday 12 November 2024
Tesla becomes the only foreign automaker to receive China's auto privacy protection mark
The China Association of Automobile Manufacturers (CAAM) announced the recipients of China's "Auto Privacy Protection" mark during the 2024 China Automotive Software Conference, recognizing Tesla as the sole foreign automaker among the first batch of companies to receive this certification
Tuesday 12 November 2024
BeiDou chip developer enters supply chains of top-5 Chinese handset brands
CETC Chips Technology has disclosed that its BeiDou Navigation Satellite System (DBS) SoCs have been adopted by China's top-5 handset vendors for multiple midrange to high-end smartphone models
Tuesday 12 November 2024
China subsidy programs boost short lead-time orders for home appliance chips
According to sources at IC design houses, China's subsidies aimed at boosting replacement demand have managed to generate short lead-time orders for household appliance applications
Tuesday 12 November 2024
Will Trump's China tariffs threaten Taiwanese businesses in 2025?
If US President-Elect Donald Trump follows through on his pledge to impose 60% tariffs on Chinese exports, the consequences could amplify existing strains in China's fragile economy. This looming shift has sparked concern among Taiwanese businesses, prompting the government to take preemptive measures
Monday 11 November 2024
Gudeng Precision marks 2 years of profit growth, expands capacity and advances processes
Gudeng Precision, a key player in the semiconductor foundry supply chain, reported an October 2024 consolidated revenue of NT$389 million (approx. US$12.16 million). Cumulative revenue for the first ten months reached NT$5.458 billion, marking a 28% year-over-year growth and exceeding 2023's full-year total
Monday 11 November 2024
Exodus looms: Taiwan businesses eye exit as China grapples with dual economic pressures
With Donald Trump's re-election, speculation is building over a potential 60% tariff on Chinese exports to the US, a move that analysts warn could further destabilize China's fragile economy. Officials report that economic pressures have already reduced foreign investment in China. Should these targeted tariffs take effect, some Taiwan-affiliated companies may relocate or even cease operations, leading to factory closures and workforce reductions
Holtek
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research