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Wednesday 12 June 2024
Supply chains await replacements spurred by Apple's long-awaited AI system
Apple introduced Apple Intelligence along with the latest macOS at the 2024 Worldwide Developers Conference (WWDC24). With the launch of the AI system in the second half of the year,...
Friday 7 June 2024
Microsoft, Nvidia to face US antitrust probes over AI moves
The US is opening antitrust investigations into two of the world's most valuable companies, Microsoft Corp. and Nvidia Corp., over their dominance of the rapidly emerging field of...
Friday 7 June 2024
Automotive market shows recovery while Chin Poon hold concerns about oversupply in 2H24
According to Kung-Yen Hsiao, spokesperson of Chin Poon, a major automotive PCB manufacturer, the global automotive market has seen a recovery after a significant freeze in the first...
Thursday 6 June 2024
Air Liquide plans US$250 million US location to supply Micron gas
Air Liquide has announced plans to construct a new industrial gas production facility in the US to serve Micron Technology's new fab. Under a long-term contract, the plant will produce...
Thursday 6 June 2024
Samsung and LG to supply 130 million OLED panels for iPhone 16 series; BOE stalled by legal and technical issues
Samsung Display (SDC) and LG Display (LGD) are set to supply slightly over 130 million OLED panels for Apple's new iPhones, while China's BOE Technology has yet to clear the validation...
Wednesday 5 June 2024
STMicroelectronics, Geely announce multi-year SiC supply agreement amidst booming EV market in China
STMicroelectronics (ST) and Geely have announced a multi-year agreement for the supply of Silicon Carbide (SiC) devices and the establishment of a joint lab to collaborate on vehicle...
Wednesday 5 June 2024
PCB makers optimistic about 2H24, as AI PCs showcase prominence of Taiwan-based supply chain
Computex has once again highlighted the contributions of the notebook and PC supply chain, with many PCB companies turning their efforts to AI PCs and servers this year.
Wednesday 5 June 2024
To appeal to Taiwan's supply chain, Germany and the Netherlands partner to expand semiconductor ecosystem
The German Trade Office Taipei (GTO) and the Netherlands Office Taipei (NLOT) recently co-hosted a seminar titled "How Germany & Netherlands Shape the Semiconductor Landscape,"
Wednesday 5 June 2024
Liteon takes OEM partners to join Nvidia GB200 supply chain
Computex 2024 is open. Taiwan-based Liteon Technology is showcasing the Nvidia GB200 NVL72 system with ecosystem partners for the first time. The company said it will accelerate the...
Wednesday 5 June 2024
Quanta seeing supply for AI servers fall short of demand
Quanta Computer has already seen its supply for AI servers fall short of demand, with demand prospects looking encouraging, according to company chairman Barry Lam. Lam has also stated...
Tuesday 4 June 2024
TV panel price increase to halt in June as Chinese manufacturers reduce availability
The recent surge in LCD TV panel prices is nearing its end.
Tuesday 4 June 2024
Acer, Compal miss out on crucial supply chain for Nvidia AI chips
Nvidia CEO Jensen Huang is currently in Taiwan engaging with local partners and suppliers, which still does not include a few key local firms such as Acer and Compal Electronics,...
Tuesday 4 June 2024
Taiwan III-V IC suppliers seeking access to 1st-tier auto supply chains
Taiwan-based III-V compound semiconductor companies are seeking to enter the automotive supply chains, eyeing business opportunities from LiDARs, according to industry sources.
Monday 3 June 2024
SDV turns automotive supply chain tiers into networks, Vector China says
Software has become the core of automotive innovation as the era of Software-Defined Vehicles (SDV) arrives. Dr. Zhang Rixin, CEO of Vector China, said the architecture of automotive...
Monday 3 June 2024
Changes in Samsung's smartphone camera module supply chain in 2024 saw Partron rise to no.2
Entering 2024, there have been changes in Samsung Electronics' smartphone camera module supply chain. Semco maintains its spot as the sales leader while Partron has risen to second...
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