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NEWS TAGGED SUPPLY CHAIN
Monday 8 July 2024
Taiwan OSATs poised to rebound on robust AI, HPC chip demand
Taiwan's major outsourced semiconductor assembly and test (OSAT) service providers, including ASE Group, Powertech Technology, King Yuan Electronics (KYEC), and Sigurd Microelectronics,...
Monday 8 July 2024
Taiwanese PA chip makers see strong demand from China and US
As the smartphone industry enters its peak shipment season in the second half of 2024, major brands are launching new devices. Taiwan's power amplifier (PA) chip supply chains, including...
Friday 5 July 2024
Japan, South Korea race to develop GCS for next-gen chip packaging amid Intel push
Glass core substrates (GCS) are poised to play a crucial role in next-generation advanced chip packaging. In response, Japanese and South Korean semiconductor supply chain players...
Friday 5 July 2024
Carbon Shuttle: innovating Apple's supply chain with sustainable e-waste recycling solutions
Taiwan startup Carbon Shuttle is betting big on innovative carbon-based materials to transform the recycling of precious metals from electronic waste, a critical component in major...
Friday 5 July 2024
Nvidia Blackwell B100/B200 deliveries imminent, air cooling remains dominant
According to sources in the server supply chain, Nvidia will soon begin shipping its new B100 and B200 chips. Mass production of servers equipped with these Blackwell architecture...
Friday 5 July 2024
IRA local sourcing requirements hit US-based EV startups
Despite the Biden Administration's push for EV supply chain localization through policies like the Inflation Reduction Act (IRA), the recent Fisker bankruptcy suggests these policies...
Friday 5 July 2024
Apple said to increase A18 pull-in due to rising demand for iPhone 16
Apple has reportedly increased production orders for its new A18 processor following the debut of Apple Intelligence at the 2024 Worldwide Developers Conference (WWDC24). This move...
Thursday 4 July 2024
AI PCs and server demand set to drive supply chain recovery in late 2024
The depletion of supply chain inventory, originally expected by late 2023, has been delayed to the first half of 2024 due to weak end-market consumption. However, the upcoming launch...
Thursday 4 July 2024
Vietnam PM strengthens ties with South Korea, secures major investments in display production and clean energy
Vietnam's Prime Minister Pham Minh Chinh recently visited South Korea from June 30 to July 3 to strengthen bilaterial ties and meet with key industry leaders.
Thursday 4 July 2024
LGES reportedly obtains huge LFP battery orders
LG Energy Solution (LGES) has reportedly received major lithium iron phosphate (LFP) battery orders from French car maker Renault, providing a boost to the South Korean supply chai...
Thursday 4 July 2024
Novatek strives to play major role in OLED DDI supply chain for iPhones, say sources
Novatek Microelectronics has received substantial OLED display driver IC (DDI) orders for the upcoming iPhone series, breaking South Korean vendors' dominance in Apple's display supply...
Thursday 4 July 2024
China's 618 PC market faces depression, peak 3Q24 in doubt
China's 618 PC sales have been disappointing, casting a shadow over the upcoming summer and back-to-school sales seasons.
Tuesday 2 July 2024
Malaysia and Singapore vie for semiconductor supremacy in SEA amid global supply chain shifts
As the global supply chain undergoes restructuring, Malaysia and Singapore have emerged as attractive destinations for semiconductor companies seeking to establish manufacturing operations...
Tuesday 2 July 2024
Chipmakers gearing up for SiPh boom
Advanced packaging for Silicon Photonics (SiPh) and Co-Packaged Optics (CPO) has emerged as an additional forward-thinking trend, following CoWoS, InFO, and SoIC.
Tuesday 2 July 2024
Taiwanese semiconductor supply chain migrates to meet customers' geopolitical risk demand
At the urging of customers and incentives provided by countries vying for domestic semiconductor production, leading companies in the Taiwanese semiconductor supply chain have accelerated...
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