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Monday 26 August 2024
Humanoid robot viability assessed by supply chain players
Tesla CEO Elon Musk has announced plans to begin limited production of humanoid robots by 2025. Meanwhile, Chinese company Unitree Robotics has already listed its humanoid robots...
Monday 26 August 2024
Nankai Trough earthquake threatens Japan's semiconductor industry
A major earthquake struck off the coast of Miyazaki Prefecture, Japan, on August 8. Although the industrial impact was relatively minor, the Japanese government warned that this event...
Friday 23 August 2024
Lite-On advances liquid-cooling solution shipments and AI server power supplies amid GB200 delays
Amid concerns in the AI server supply chain regarding Nvidia's delayed GB200 shipments, Lite-On Technology reports that its clients are continuing product testing, and shipments can...
Friday 23 August 2024
Passive component makers eyeing strong performance in 2H24, driven by automotive clients
With AI applications flourishing and EV production continuing to rise, the passive component supply chain remains optimistic about future growth momentum.
Thursday 22 August 2024
GM's job cuts highlight growing pressure on automakers regarding automotive software
General Motors (GM) recently announced the elimination of over 1,000 jobs, with its software and services division bearing the brunt of the cuts. This move underscores the immense...
Thursday 22 August 2024
Taiwan president urges regional de-risking and trade partnerships amid supply chain shifts
The eighth Ketagalan Forum: Indo-Pacific Security Dialogue, held on August 21, spotlighted the strategic importance of bolstering supply chain resilience through robust free trade...
Thursday 22 August 2024
Quanta optimistic about AI automation as subsidiary Techman to enter robot market in 2025
Techman Robot (Techman), a business division of Quanta Group, is expected to enter the market in 2025.
Thursday 22 August 2024
Samsung lands short lead-time HBM orders from China CSPs
China-based cloud service providers (CSP) have placed short lead-time orders for HBM memory with Samsung Electronics, purposely stockpiling HBM chip inventory ahead of time due to...
Wednesday 21 August 2024
UK urged to rethink semiconductor strategy amid US and China influence
Following the UK general election, attention has shifted to the country's national semiconductor strategy. An upcoming report urges the new government to conduct a comprehensive review...
Wednesday 21 August 2024
Japan to reportedly subsidize firms to develop supply chain, independent of China in SEA
Fifteen Japanese companies plan to invest approximately JPY100 billion (US$680 million) in research, development, and equipment across Southeast Asia, focusing on the electric vehicle,...
Wednesday 21 August 2024
Foxconn balances global expansion and client demands amid geopolitical shifts
Global manufacturing has been significantly influenced by geopolitical tensions in recent years, prompting the sector to revisit regionalization and local production plans. This shift...
Tuesday 20 August 2024
Taiwan PCB firms locked in US client product transitions amid potential LEO satellite demand
Market opportunities for low Earth orbit (LEO) satellite applications have gained increasing attention since the Russia–Ukraine war began in 2022, which has showcased the significance...
Tuesday 20 August 2024
Supply chain actively developing GB200 servers despite Blackwell delay, say sources
Nvidia's revised launch schedule for its next-gen Blackwell AI chips has led to changes in the supply chain, with some server makers shifting their focus to developing GB200-based...
Monday 19 August 2024
Regionalized production benefits Foxconn
The US-China trade war, combined with the COVID-19 pandemic and subsequent global supply chain relocations, has benefited Foxconn due to its diversified global footprint.
Monday 19 August 2024
Taiwan's new localization rules stun auto industry, MG brand hit hardest
A new set of regulations governing mandatory local supply chain cooperation value ratios, announced by Taiwan's Ministry of Economic Affairs (MOEA) on July 30 and swiftly implemented...
Holtek
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