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NEWS TAGGED SUPPLY CHAIN
Monday 15 July 2024
AI PCs see positive market feedback, vendors may stock up for year-end sales
As the traditional year-end peak season approaches, opinions are divided concerning the actual demand for AI PCs. Optimists anticipate a wave of device upgrades in the second half...
Friday 12 July 2024
Shipment pull-ins for foldable smartphones from China strengthen
The strengthening of shipment pull-ins for foldable smartphones from China has buoyed related chip component suppliers' sales performance, according to industry sources.
Friday 12 July 2024
AI server shipments to surge in 2H24 as GPU shortage eases
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
Thursday 11 July 2024
Nissan to launch in-house LFP battery production in 2028, reducing reliance on China amid ternary cost concerns
Nissan Motor has decided to initiate in-house mass production of Lithium Iron Phosphate (LFP) batteries starting from fiscal 2028 (April 2028 - March 2029), as the cost of ternary...
Thursday 11 July 2024
SK On partners with Nissan to fuel EV battery supply chain
South Korea's SK On is gearing up to power Japan's Nissan in a groundbreaking Electric Vehicle (EV) battery supply collaboration. This strategic alliance aims to bolster Nissan's...
Thursday 11 July 2024
Samsung's microLED TV price reduction strategy to drive cost cuts across supply chain
Samsung is initiating a price reduction strategy for microLED TVs, which has inspired its sole microLED chip supplier, PlayNitride, to feel optimistic about the potential for reducing...
Thursday 11 July 2024
Novatek strives to enhance supply capability for iPhone OLED DDIs
Novatek Microelectronics is endeavoring to improve its supply capability for OLED display driver ICs (DDI) for iPhones to better position itself to secure orders if Apple launches...
Thursday 11 July 2024
Taiwan government encourages local firms to participate in military supply chain
During his inauguration speech on May 20, 2024, President William Lai announced the development of "Five Trusted Industry Sectors": semiconductors, AI, military, security and surveillance,...
Wednesday 10 July 2024
Silicon Motion expects 2Q24 sales to beat guidance
Silicon Motion Technology, a manufacturer of NAND flash controllers for solid-state storage devices, has announced that based on preliminary second-quarter financial results, sequential...
Wednesday 10 July 2024
AI server surge boosts June revenue at Foxconn, others
With demand for AI-related hardware remaining strong, companies in the supply chain have been posting strong results for the traditional off-peak season. In particular, key players...
Tuesday 9 July 2024
Texas bolsters Indo-Pacific semiconductor ties with US1.4 billion incentives
Texas Governor Greg Abbott is visiting Taiwan to strengthen bilateral ties in critical industries and attract semiconductor companies to set up plants in his state.
Tuesday 9 July 2024
Boeing's turbulence to disrupt Taiwan aerospace supply chain
With Boeing's current struggles and no clear turnaround in sight, Taiwan's aerospace supply chain is increasingly looking to "domestic defense autonomy" as the primary driver for...
Tuesday 9 July 2024
SEMICON Taiwan 2024 to highlight AI as key driver of industry growth
As artificial intelligence (AI) continues to be a major driver of global semiconductor industry growth, SEMICON Taiwan 2024 is set to bring together industry leaders and visionaries...
Tuesday 9 July 2024
SEMICON West to bring record exhibitors
SEMICON West, set to take place in San Francisco on July 9, is expected to draw a record number of exhibitors.
Monday 8 July 2024
UMC reports mixed financial results amid market challenges
Pure-play foundry United Microelectronics (UMC) has reported a revenue of NT$17.55 billion (US$541.1 million) for June 2024, marking a 10.5% sequential decline and a 7.9% decrease...
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