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Friday 9 August 2024
SMIC reports improved consumer electronics demand; geopolitical tensions boost performance
SMIC held an earnings call on August 9, saying that demand for consumer electronics was improving, and smartphone makers were building their inventories. Its customers placed orders...
Thursday 8 August 2024
TSMC growing supplier base in Taiwan
TSMC has taken targeted measures to boost its support for Taiwan's domestic supply chain, reduce costs, and reduce the risks associated with foreign monopolies. These efforts are...
Thursday 8 August 2024
Supermicro promotes liquid cooling servers
The development of liquid cooling continues unabated, despite reports of Nvidia delaying GB200 shipments. Supermicro co-founder and CEO Charles Liang notes that clients have continued...
Wednesday 7 August 2024
Geopolitical tensions spur push for defense supply chain independence
Rising geopolitical tensions are driving countries to accelerate their arms races, with a renewed focus on achieving independent defense supply chains. As regional conflicts threaten...
Wednesday 7 August 2024
Sensors crucial in preventing leaks in liquid cooling systems
Even though Nvidia's GB200 chip is now delayed, liquid cooling will continue to be essential in future systems. As leak prevention becomes critical, sensors have emerged as vital...
Tuesday 6 August 2024
SEMICON Taiwan 2024 to spotlight AI chain, advanced processes, heterogeneous integration, and more
SEMICON Taiwan 2024 is set to take place from September 4-6 at the Taipei Nangang Exhibition Center, spotlighting key industry themes such as the AI value chain, advanced processes,...
Tuesday 6 August 2024
iPad, Mac sales surge as AI and M4 chips poised to drive consumer demand in late 2024
Apple's financial report for the third quarter of fiscal year 2024 revealed impressive results for the iPad and Mac series, with the iPad showing particularly strong performance....
Tuesday 6 August 2024
AI gamble looms large as Apple seeks to revive iPhone sales in China
Apple's iPhone sales slipped 1% year-over-year in the April-June quarter of 2024, primarily due to continued weak shipments in Greater China. The tech giant's ability to reignite...
Tuesday 6 August 2024
Nvidia modifies Blackwell chip roadmap before production, say sources
Nvidia is said to be making major changes to the shipment roadmap for its next-gen Blackwell chips.
Friday 2 August 2024
CXMT begins mass producing HBM2: China aims to reclaim AI dominance?
China is attempting to produce High-Bandwidth Memory (HBM) in hopes of regaining control over AI, according to South Korean industry insiders.
Friday 2 August 2024
Geopolitics prompts IQE to step up global deployment
Compound semiconductor epitaxial wafer (epi-wafer) manufacturer IQE is swiftly adjusting its global strategy by expanding outside its UK base in response to geopolitical volatility...
Friday 2 August 2024
Notebook brands elect to observe before US election due to high costs of transferring orders
As the US presidential election 2024 heats up, it's impacting geopolitical changes at many levels. However, the notebook supply chain points out that while there's an increase in...
Friday 2 August 2024
Flagship smartphone AP market to heat up in 2H24
As the flagship smartphone AP battleground officially enters the 3nm era in the second half of 2024, MediaTek, Qualcomm, and Apple are all said to be preparing chips with vast performance...
Friday 2 August 2024
China IDM CR Micro to initiate price increases for power ICs
China Resources Microelectronics (CR Micro) plans to hike pricing for power MOSFET and IGBT chips to reflect its fully utilized fab capacity, according to industry sources.
Thursday 1 August 2024
Taiwanese investments surge in Vietnam, driven by supply chain diversification
Vietnamese media reports indicate that Taiwanese companies are increasing their investments in Vietnam to diversify their supply chains.
TPCA
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