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Tuesday 14 January 2025
Jensen Huang's Taiwan visit reportedly includes key talks with Wistron, Quanta, Foxconn
Jensen Huang, the founder and CEO of Nvidia, is visiting Taiwan for the company's year-end celebration. Industry sources indicate that Huang routinely meets with key supply chain...
Tuesday 14 January 2025
Jensen Huang visits Taiwan amid AI chip export ban
Nvidia CEO Jensen Huang arrived in Taiwan on January 14, 2025, for crucial meetings with TSMC and other key partners. His visit aims to address concerns over the US AI chip export...
Tuesday 14 January 2025
Kinpo-Compal president sees at least 20 years of AI development
Artificial intelligence (AI) will remain a crucial trend for at least the next 20 years, claims Kinpo-Compal Group president Rock Hsu, who believes that going forward, products lacking...
Tuesday 14 January 2025
China's rumored interference disrupts Apple's India supply chain shift
China's government is reportedly interfering with Apple's efforts to relocate its supply chain, creating significant challenges for manufacturing partner Foxconn in its expansion...
Tuesday 14 January 2025
TSMC maintains CoWoS equipment orders despite Nvidia demand concerns
TSMC has maintained its equipment orders, despite market rumors regarding a decrease in demand for Chip-on-Wafer-on-Substrate (CoWoS) packaging from Nvidia. According to sources at...
Monday 13 January 2025
Malaysia aims to become energy and chip manufacturing hub
Malaysian Prime Minister Anwar Ibrahim has announced plans to leverage the country's geographical advantages and recent foreign investments to position Malaysia as a hub for energy...
Monday 13 January 2025
TSMC ends partnership with Singapore's PowerAIR over potential Huawei supply
TSMC has terminated its partnership with Singapore's PowerAIR amid a probe into possible US export control violations, potentially involving Huawei. This move highlights the challenges...
Friday 10 January 2025
TSMC sees 2024 revenue exceed guidance
TSMC has reported consolidated sales of NT$278.163 billion (US$8.44 billion) for December 2024, surpassing prior financial projections and market anticipations. This figure represents...
Friday 10 January 2025
TSMC sees 5/4nm, 3nm fab capacity fully loaded until year-end
TSMC is expected to maintain full utilization of its 5/4nm and 3nm fabrication capacity through the end of this year, though uncertainties loom regarding policy changes following...
Thursday 9 January 2025
Microip eyes edge ASIC boom by 2027
End-user brands have traditionally been the stars of the show at CES, with upstream supply chain companies typically maintaining a non-official presence primarily to connect with...
Thursday 9 January 2025
Nvidia's surprise alliance with MediaTek shakes up supercomputer sector
MediaTek and Nvidia's surprise announcement at CES 2025 revealed their collaboration on the GB10 super chip, marking an unexpected direction for both companies' AI computing aspira...
Wednesday 8 January 2025
Nvidia's 2025 AI server rollout fuels demand optimism amid Trump tariff uncertainty
Nvidia's upcoming AI server releases in 2025 are generating excitement, with robust demand expected from major players like Amazon Web Services. However, the return of Donald Trump...
Wednesday 8 January 2025
Trump 2.0's decoupling policy reshapes IC design strategies for 2025
With the Trump administration poised to take office, industry expectations point to a sharper division in global electronic supply chains. US electronic products are expected to adopt...
Wednesday 8 January 2025
Senao Networks eyes Thailand, Malaysia as Vietnam faces tariff risks under Trump
Senao Networks is navigating the complex geopolitical landscape shaped by the enduring US-China trade tensions. Chairman Tommy Tsai articulated the company's strategic approach amidst...
Wednesday 8 January 2025
China's mobile subsidies boost PA supply chain outlook for 1Q25
Chinese government subsidies for mobile devices have sparked optimism among Taiwan's power amplifier (PA) supply chain players, with industry sources expecting a revival in China's...