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Saturday 8 February 2025
Samsung denies claims of boosting its glass substrate supply chain to win AI chip clients
Amid intensifying competition in advanced semiconductor packaging, Samsung Electronics is reportedly taking direct control of glass substrate supply chain development, a critical...
Saturday 8 February 2025
Airlines extend jet leases as supply woes persist
The aviation supply chain has seen some relief from bottlenecks, but new aircraft orders continue to outpace production capacity, keeping pressure on deliveries. In response, airlines...
Friday 7 February 2025
Toyota's two-pronged US-Sino strategy for EV battery production
Toyota has unveiled plans to accelerate its electrification initiatives in the US and China, according to its latest financial report. The Japanese automaker will begin producing...
Friday 7 February 2025
Supermicro ramps up Blackwell-based AI server production amid financial scrutiny
Super Micro Computer, Inc. (Supermicro) has initiated full-scale production of its AI data center systems powered by Nvidia's next-generation Blackwell chips, with shipments expected...
Friday 7 February 2025
ASML CEO signals US advantage as China faces 10~15 year gap in advanced chip technology
In a recent episode of In Good Company—hosted by Nicolai Tangen, CEO of Norges Bank Investment Management—Christophe Fouquet, President and CEO of ASML, delivered...
Friday 7 February 2025
OEMs rush chip orders ahead of potential US tariffs
OEMs have ramped up early component and processor purchases since late 2024, bracing for potential US tariff hikes, according to industry sources.
Friday 7 February 2025
Trump tariffs: server makers weigh production relocation, consumer tech stays put
The administration of US President Donald Trump has imposed a 10% tariff on China while granting Canada and Mexico a one-month extension before additional tariffs take effect. In...
Thursday 6 February 2025
Meta and Google accelerate smart glasses development amid Asian supply chain challenges
Meta and Google are intensifying their focus on smart glasses development, with 2025 emerging as a crucial year for innovation in this sector.
Thursday 6 February 2025
Jinpao Precision sees sustained demand for AI server cabinets
Amid the furor surrounding the shock emergence of DeepSeek, strong financial results from the AI server supply chain show that demand remains strong. Chassis maker Jinpao Precision...
Thursday 6 February 2025
DeepSeek's open-source AI boosts edge computing and robotics
Chinese AI startup DeepSeek's introduction of a cost-efficient, open-source AI model is creating a significant impact in the US tech industry, with implications for Taiwan's AI server...
Wednesday 5 February 2025
Major IC distributors brace for potential tariffs as Trump revives trade war tactics
Tariffs initiated by US President Donald Trump may soon extend to Taiwan, potentially driving up costs, triggering supply chain shifts, and reshaping market dynamics, according to...
Wednesday 5 February 2025
China's automakers accelerate chip push amid US curbs
China's automotive chip industry is gaining momentum in 2025, driven by both external pressures and internal opportunities. In response to US restrictions, Chinese automakers are...
Tuesday 4 February 2025
Nvidia faces challenges as DeepSeek disrupts AI market ahead of 1Q25 earnings
Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization....
Tuesday 4 February 2025
Aleees grows lithium IP certification clientele
Advanced Lithium Electrochemistry (Aleees) has seen steady progress in its lithium intellectual property (IP) certification, even as trade wars and heightened tariffs pose a looming...
Tuesday 4 February 2025
Pegatron cuts shareholding of Indian iPhone plant to 40%
Pegatron has disclosed that it has reduced its holding in an Indian subsidiary to 40%, confirming reports saying India's Tata Electronics has acquired a 60% stake in the Taiwanese...
Research Report Database
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