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Tuesday 12 November 2024
SpaceX Taiwanese suppliers have no plan to relocate manufacturing abroad, says Taiwan MOEA
In response to circulating online rumors that SpaceX has requested its Taiwanese suppliers to relocate manufacturing operations abroad, Taiwan's Ministry of Economic Affairs (MOEA)...
Tuesday 12 November 2024
Will ZT, Supermicro lose AI server orders? Experts say order transfer not easy
Recent negative media coverage of US AI server companies ZT and Supermicro, both Nvidia clients, has raised supply chain concerns. Sources suggest that transferring AI server orders...
Tuesday 12 November 2024
Taiwan manufacturers ready for takeoff amid aerospace supply chain disruption
The global aerospace supply chain faces unprecedented volatility, creating a rare opening for Taiwan and Asia-based manufacturers. Additionally, President-Elect Donald Trump's renewed...
Monday 11 November 2024
Gudeng Precision marks 2 years of profit growth, expands capacity and advances processes
Gudeng Precision, a key player in the semiconductor foundry supply chain, reported an October 2024 consolidated revenue of NT$389 million (approx. US$12.16 million). Cumulative revenue...
Monday 11 November 2024
Wah Lee's CoWoS enters leading supply chain; delivers FOPLP key materials samples to manufacturers
Wah Lee Industrial Corporation has successfully integrated its CoWoS packaging materials into the supply chain of leading semiconductor manufacturers. Shipments are expected to increase...
Monday 11 November 2024
AI server demand soars as Quanta ramps up US expansion
Following Donald Trump's re-election as US President, concerns are mounting over potential new tariffs on the server supply chain. Mike Yang, EVP and GM of Cloud Computing at Quanta...
Monday 11 November 2024
ASE expands to Mexico with first North American packaging facility post-US election
ASE Holdings' North American subsidiary, ISE Labs, has announced a land acquisition in Guadalajara's Axis 2 industrial park, marking its first packaging facility expansion outside...
Monday 11 November 2024
India roundup: Trump's return expected to boost India's 2025 manufacturing prospects
The US presidential election results are expected to accelerate global supply chain relocation, benefiting India. India-based Sahasra Semiconductor is stepping up the talent hunt...
Friday 8 November 2024
CHIPS Act Funding Fuels Corning's EUV-Grade Glass Production, Strengthening U.S. Semiconductor Supply Chain
Investments in New York and Pennsylvania Aim to Increase Domestic Production of Key Semiconductor Components
Friday 8 November 2024
Trump 2.0 could push TSMC's 2nm production to US, Taiwan official signals inevitable shift
The future of Taiwan's semiconductor strategy faces new questions following Donald Trump's election victory, particularly regarding TSMC's commitment to keeping its most advanced...
Friday 8 November 2024
Small suppliers adapt to regional supply chains amid production shifts
Global supply chains are transforming from lengthy, interconnected networks to shorter, regionalized structures, driven by the prolonged US-China trade and tech conflicts and pandemic...
Friday 8 November 2024
TSMC exec sees broad trend of collaboration in response to Trump tariff threats
According to TSMC Senior Vice President and Deputy Co-COO Cliff Hou, Taiwan's strong partnership with the US spanning decades is expected to continue despite the upcoming administration...
Friday 8 November 2024
Taiwan AI server supply chain braces for higher US trade barrier
Donald Trump's return to the White House promises a lot of political and economic uncertainties. The AI server supply chain believes that while the Trump administration will continue...
Thursday 7 November 2024
Arizona and Taiwan boost aerospace, defense partnerships amid rising demand for local supply chains
US defense technology companies are increasingly looking to Taiwan as a critical manufacturing base and supply chain partner, as revealed during a recent Arizona-led trade delegation...
Thursday 7 November 2024
European automakers face continued challenges in auto industry electrification
The transition of Europe's automotive industry to electric has encountered challenges in 2024, leading to significant setbacks for European car manufacturers. To date, European automakers...
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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