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Wednesday 13 November 2024
Passive component company Podak enters AI server supply chain amid 2025 demand shifts
As artificial intelligence (AI) demand grows and recent financial issues at Supermicro trigger order redistribution, passive component manufacturer Podak sees new opportunities. Chairperson...
Tuesday 12 November 2024
AI and semiconductor gains fuel automotive supply chain growth
Automotive supply chain players are increasingly branching out into non-automotive sectors, notably semiconductors, with companies like Global PMX and TsangYow at the forefront.
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...
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...
Tuesday 12 November 2024
Double 11 sales surge drives mobile device demand
Despite cautious economic forecasts for the fourth quarter of 2023, e-commerce platforms have reported robust sales during the Double 11 shopping festival, providing a boost to the...
Tuesday 12 November 2024
Weltrend sees AI server demand driving growth in 4Q24
Weltrend Semiconductor, a specialist in USB power delivery (PD) controller chips, anticipates strong AI server demand to drive its shipment performance in the fourth quarter of 202...
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 application...
Tuesday 12 November 2024
AUO and Innolux see October revenue slips amid off-season slowdown
As the display panel industry enters its traditional off-season following the peak inventory demand period, major manufacturers reported lower revenues for October. AUO experienced...
Tuesday 12 November 2024
Taiwan fab toolmakers benefit from TSMC's CoWoS demand spike
A recent annual forum for the chipmaking equipment and materials sectors was hosted in Tainan, southern Taiwan, bringing together executives from TSMC and its ecosystem partners including...
Monday 11 November 2024
Germany's auto giants face multiple policy pressures amid Trump retaking power
For the global automotive industry, Donald Trump's upcoming return to the White House may create greater challenges not for China's emerging automakers but for Germany's leading automotive...
Monday 11 November 2024
Rohm anticipates first loss in 12 years due to weak EV and China demands
According to Nikkei, Rohm's performance for the first half of fiscal year 2024 (April to September 2024) has significantly underperformed expectations, resulting in a loss...
Monday 11 November 2024
AI boom drives data center evolution and strains global energy grid
TSMC's earnings call for the third quarter of 2023 underscored a core message: "AI is Real." As AI demand surges, the expansion of data centers has become crucial. Nvidia CEO Jensen...
Monday 11 November 2024
Accton expands optical tech for AI data centers in 3Q24
Accton Technology, Taiwan's leading provider of data center switches and networking solutions, is significantly increasing its investments in optical communication technology to support...
Monday 11 November 2024
AI server demand soars as Quanta ramps up US expansion
Following Donald Trump's re-election as US President, concerns are mounting over potential new tariffs on the server supply chain. Mike Yang, EVP and GM of Cloud Computing at Quanta...
Monday 11 November 2024
South Korean OLED TV panel shipments forecast to jump in 2024
South Korean media TheElec reports, citing Sigmaintell data, that OLED TV panel shipments are set to reach 6.48 million units in 2024, representing a 22% increase from the...