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Wednesday 9 October 2024
PC chip demand peaks early in 2024, suppliers face declining sales
PC chip demand has already passed its peak for 2024, and suppliers' sales already started declining in September with little hope of a seasonal uptick during the fourth quarter, according...
Wednesday 9 October 2024
Strong AI server demand to drive Taiwan ODMs growth in 4Q24
Increased shipments and new product launches from AI chip leaders such as Nvidia and AMD have driven a surge in September sales for AI server ODMs.
Tuesday 8 October 2024
IRA sparks opportunity for Taiwan's energy storage industry amid domestic hurdles
Taiwan's energy storage market is experiencing turbulence as several recent projects have been paused, raising concerns among local players about future growth. However, international...
Tuesday 8 October 2024
Foxconn unveils new EVs, including US-specific Model C at HHTD24
Addressing increasing market demand and expanding its electric vehicle (EV) lineup, Foxconn debuted the Model D, a next-generation multi-purpose SUV, and the Model U, a cutting-edge...
Tuesday 8 October 2024
Power IC demand picking up; return of international IDMs a concern
The power semiconductor market is recovering from its downturn, with demand starting to pick up, according to industry sources from China and Taiwan.

The industry generally...
Tuesday 8 October 2024
US-Taiwan drone alliance takes shape amid rising supply chain autonomy push
US-Taiwan cooperation on developing an autonomous defense supply chain in the drone sector is accelerating, as two delegations of American drone industry representatives visited Taiwan...
Tuesday 8 October 2024
TV panel prices may stabilize after supply cuts
With key China-based LCD panel producers cutting back production, prices for TV applications are expected to stabilize in October, according to industry sources.
Monday 7 October 2024
DRAM, flash momentum slows: Memory packaging and testing bracing for a soft 4Q24
The sluggish recovery in memory end-market demand has led to an early slowdown in supply chain activity, impacting the operational growth of memory packaging and testing firms in...
Monday 7 October 2024
Samsung's HBM3E reportedly clears Nvidia's on-site inspection; mass production still pending
Samsung Electronics and Nvidia have reportedly completed the on-site inspection of the fifth-generation high bandwidth memory (HBM3E). Despite delays in mass production and supply,...
Monday 7 October 2024
MediaTek set to capture greater market share as Wi-Fi 7 gains traction in 2025
With premium smartphones beginning to incorporate Wi-Fi 7 chips, followed by PCs and routers, demand for Wi-Fi 7 is expected to accelerate in 2025, according to industry sources.
Monday 7 October 2024
Speak AI expands investments in Taiwan amid surging language learning demand
Speak, an AI-powered language learning platform backed by OpenAI, recently launched its application in Taiwan. The company plans to use Taiwan as a base for expanding into the Chinese-speaking...
Monday 7 October 2024
Apple to open four new stores in India and manufacture entire iPhone 16 lineup locally
Apple announced plans to significantly expand its presence in India by opening four new retail stores and introducing its first-ever "Made in India" iPhone 16 Pro and iPhone 16 Pro...
Monday 7 October 2024
Foxconn September sales grow thanks to iPhone and AI servers
Foxconn's September revenue reached NT$733.024 billion (approx. US$22.91 billion), marking a 33.69% increase quarter-over-quarter and a 10.94% rise year-over-year. This strong performance...
Friday 4 October 2024
AI data center structure upgrade to benefit Taiwanese suppliers
The high power consumption and heat generation by AI data centers can no longer be solved through simple hardware upgrades, leading to changes beneficial to Taiwanese supply chain...
Friday 4 October 2024
Europe uses geographical advantage to combat power consumption
The rise in artificial intelligence (AI) demand has led to a corresponding increase in data center requirements. However, finding locations with sufficient power to support these...