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Monday 23 December 2024
TSMC's wafer manufacturing 2.0 reshapes advanced packaging market
TSMC introduced "Wafer Manufacturing 2.0" in July 2024, integrating packaging, testing, and photomask production into its portfolio. This move underscores a seismic shift in the advanced...
Monday 23 December 2024
TSMC capacity expansion powers supply chain for 2025 boom
TSMC is leveraging strong demand for sub-7nm advanced processes and its exclusive CoWoS packaging services, emerging as the leading beneficiary of the AI boom in 2024. Despite a slow...
Monday 23 December 2024
Nvidia resolves GB200 challenges, gears up for AI dominance in 2025
Nvidia has overcome production hurdles for its highly anticipated Blackwell chip, with CEO Jensen Huang confirming the resolution of design flaws in collaboration with TSMC. Shipments...
Monday 23 December 2024
Synaptics to assemble chips in India by 2027 as part of diversification strategy
US chip designer Synaptics Inc. aims to assemble and package at least 10% of its chips in India by 2027 to diversify its supply chain and reduce dependency on China.
Monday 23 December 2024
India roundup: Dixon and Vivo form JV to make mobile phones in India
Local electronics manufacturers, including Dixon and Kaynes, are expanding as India strives to build a local supply chain. Multinationals like Apple and MSI continue investing in...
Friday 20 December 2024
Foxconn quashes delay rumors: GB200 NVL72 server shipments set for 4Q24
Despite market speculations about potential delays in Nvidia's GB200 NVL72 series server shipments, industry sources confirm that Foxconn Technology (Hon Hai) is maintaining its original...
Friday 20 December 2024
AEMC expands chip materials capacity for 2nm
Advanced Echem Materials Company (AEMC), a specialty chemical materials supplier for semiconductors, has secured a position in a major chipmaker's supply chain and is planning capacity...
Friday 20 December 2024
US tariff expansion to Southeast Asia alarms automotive supply chain
The automotive supply chain is increasingly worried about the potential expansion of US tariffs to Southeast Asia.
Friday 20 December 2024
The US government releases first-ever quadrennial supply chain review
The White House issued what it describes as the inaugural Quadrennial Supply Chain Review on December 19, 2024, which the incumbent Biden-Harris Administration says represents its...
Friday 20 December 2024
SK Hynix lands US$458 million CHIPS Act grant
The US Department of Commerce has awarded SK Hynix a grant of up to US$458 million under the CHIPS and Science Act (CHIPS Act), supporting the company's efforts to strengthen the...
Friday 20 December 2024
China's chip equipment market faces triple threats: oversupply, sanctions, and structural shifts
The Chinese semiconductor industry faces a significant market correction as wafer fabs prepare for a downturn in 2025 amid oversupply concerns, causing substantial impacts across...
Thursday 19 December 2024
Taiwan's drone industry rises as geopolitical tensions reshape markets
Taiwan's drone industry is surging amid growing demand for national defense autonomy and cybersecurity, but challenges persist. Companies face stiff competition from low-cost Chinese...
Thursday 19 December 2024
Chinese automakers and Foxconn said to have interest in buying Nissan
Chinese carmakers are rumored to be targeting financially troubled Nissan as a means of indirect entry into the US market. Rumors have also pointed to Foxconn as a possible suitor...
Thursday 19 December 2024
Taoyuan: Taiwan's hub for ICT supply chains and AI transformation; a powerhouse for industrial excellence with the assistance of AI
Taoyuan is an important export city in the ICT supply chain of Northern Taiwan, with excellent industrial manufacturing capabilities, and an annual industrial output of more than...
Thursday 19 December 2024
Nvidia eyes Taiwan for humanoid robot assembly; supply chain gaps remain
Nvidia is reportedly forming a humanoid robot supply chain in Taiwan, targeting key machine tool manufacturers as partners and considering local assembly lines. However, existing...
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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