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Thursday 12 October 2023
Brand PC vendors say demand is picking up
Brand PC vendors including Dell and Hewlett-Packard (HP) have expressed optimism that demand is increasing, boosting confidence in related industry supply chains.
Wednesday 11 October 2023
Tightening US restrictions on China challenges Taiwan's semiconductor supply chain
Recently, there have been reports that the US government is planning to further tighten restrictions on China. Some foreign news outlets have even mentioned Taiwanese companies like...
Friday 6 October 2023
DIGITIMES Research highlights the market currents of AI servers and bottlenecks within the supply chain
Recent news reports suggest that the generative AI trend may be losing momentum, and Microsoft has initiated a reduction in its orders for Nvidia's H100 AI chips. However, rather...
Friday 6 October 2023
Harmony Electronics seizes opportunity in global supply chain reorganization with launch of second Thailand plant in Omnoi
Tensions in international trade since 2018 have complicated supply chain resilience for the leading top-tier brands within the electronics industry. Complex customer clearance and...
Friday 6 October 2023
The rise of AI-powered PCs sparks optimism for ATX 3.0 power supply demand at Thermaltake
Thermaltake holds an optimistic outlook for the potential of AI-driven PCs to invigorate the high-end PC market, and is actively bolstering its inventory of premium power supplies...
Friday 6 October 2023
Apple Pro Max and Huawei Mate 60 RS to drive Largan revenue and margin
Largan Precision, the sole supplier of the periscope lens on Apple's iPhone 15 Pro Max, will be holding its quarterly earnings call on October 13.
Thursday 5 October 2023
LGES to supply Toyota battery modules in US
LG Energy Solution has added Toyota Motor as a new customer. The South Korea-based battery maker will build new dedicated production lines in the US to make high-nickel NCMA batteries...
Thursday 5 October 2023
GPU, graphics card, and server applications to boost Arlitech 2H23 performance
Arlitech Electronic (Arlitech), a firm specializing in panel power inductors, is seizing the high-end GPU, CPU graphics card, and server market as industry sources revealed that the...
Wednesday 4 October 2023
Taiwanese tech firms embrace autonomy for satellite supply chain success
In recent years, the global low Earth orbit (LEO) satellite industry has seen remarkable growth, notably spurred by the emergence of Starlink since Russia's invasion of Ukraine. Estimated...
Tuesday 3 October 2023
China urges semiconductor companies, carmakers to build automotive semiconductor supply chain
In a recent international conference in Shenzhen, the Chinese government said semiconductor companies and carmakers should strengthen collaboration on making automotive semiconductors...
Monday 2 October 2023
iPhone 15's strong sales bring glimmer of hope for supply chains in 4Q23
When Apple's iPhone 15 series was announced, initial market expectations were that the appeal would be limited. Yet the pre-orders and long queues have injected the consumer electronics...
Monday 2 October 2023
SDC set to supply most panels for i15 Pro Max; folded zoom module sees yield rate improvement
Within Apple's iPhone 15 series, the flagship model iPhone 15 Pro Max has the largest planned production volume. Thus, its supply chain is receiving attention. It's expected that,...
Monday 2 October 2023
Applied Materials cuts into supply chain for Intel glass substrate technology
Applied Materials and its equipment and materials partners have entered the supply chain for Intel's recently announced glass substrates for advanced packaging, according to industry...
Thursday 28 September 2023
Samsung survey shows a possible memory supply shortage in China for 2024
Samsung Electronics recently conducted a survey of the semiconductor demand of its major global customers. The results indicate that the adjustment of memory inventory for customers...
Thursday 28 September 2023
China tries to reduce geopolitical risks for EV supply chain
As the political tension between China and the US continues, the Chinese government is enhancing the country's EV supply chain to avoid battery technology outflow and learn critical...