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Thursday 3 October 2024
TSMC and G42 connection: Cerebras faces supply chain and geopolitical risks under scrutiny amid IPO
Cerebras Systems, a leading competitor in the AI processor market dominated by Nvidia, is preparing for an initial public offering (IPO) on Nasdaq. The company's S-1 filing reveals...
Wednesday 2 October 2024
Passive component makers seize AI opportunities and join Nvidia GB200 supply chain
As the fourth quarter approaches, Nvidia's GB200 is emerging as a key focus in the passive components industry. Companies are increasingly targeting the growth potential fueled by...
Wednesday 2 October 2024
Global automotive semiconductor demand shows regional disparities
The automotive supply chain has been divided into two camps in recent years: the West, encompassing Europe and the US, and China. While near-term demand projections remain uncertain,...
Tuesday 1 October 2024
Status of liquid cooling solutions for AI servers

Introduction

Tuesday 1 October 2024
Concerns grow over global DDI supply security after US lawmakers target Chinese panel manufacturers
Following recent geopolitical tensions, concerns regarding the supply chain security of technology products have intensified globally. The United States has expressed intentions to...
Tuesday 1 October 2024
Systems manufacturers prepping for Blackwell shipments in late 4Q24
AI server shipments are projected to increase in the fourth quarter of 2024, driven by improved supply of Nvidia's H-series chips. This segment may become the sole product from Taiwan's...
Monday 30 September 2024
Taiwan eyes tech growth, strengthening supply chain amid AI boom
Amid the rise of generative AI and global supply chain restructuring, Taiwan's exports to the United States and ASEAN have surged to unprecedented levels. In August 2024, Taiwan's...
Monday 30 September 2024
Aviation supply chain woes: turbulence ahead for airlines in 2024
Airlines worldwide are staring down a supply chain crisis that shows no sign of abating in 2024. As the industry attempts to recover from pandemic shocks, material shortages, labor...
Monday 30 September 2024
Targeting GAFAM: Japan's semiconductor alliance fuels innovation, redefining global supply chains
Amid intensifying competition in the global semiconductor market, the Japanese government has relaunched its semiconductor industry revival plan, prioritizing advanced technology...
Monday 30 September 2024
Taiwan-Japan chip ties deepen following TSMC's fab in Kyushu
In the wake of TSMC's establishment of a wafer fabrication facility in Japan, Taiwanese and Japanese companies are strengthening their collaboration, particularly within the semiconductor...
Monday 30 September 2024
Foxconn refused to comment on rumored US$1 billion smartphone display module assembly line in India
Foxconn is reportedly evaluating an investment of US$1 billion to establish a smartphone display module assembly plant in Tamil Nadu, India, possibly the first in Southern India,...
Friday 27 September 2024
US DOJ's reported probe into Supermicro could shift orders to benefit Taiwanese ODMs
Rumors are circulating that the US Department of Justice is conducting an investigation into Supermicro. The company has not responded, and relevant supply chains have also refrained...
Friday 27 September 2024
From exodus to scarcity: Fast-tracking talent growth initiatives in Japan's semiconductor industry
Japan's semiconductor industry is experiencing a significant talent shortage, with demand from chip and equipment manufacturers increasing 14-fold compared to a decade ago. Key factors...
Friday 27 September 2024
Lebanon explosions shake global supply chain confidence
In an unsettling turn of events, Lebanon experienced a wave of explosions on September 17 and 18 involving pagers, walkie-talkies, and other consumer electronics, resulting in dozens...
Friday 27 September 2024
Automakers in Europe, US, China face increased competition; Taiwan chipmakers seek breakthroughs
The competitive pressure on the automobile sectors in China, Europe, and the US has increased. In response, Taiwanese chipmakers involved in crucial supply chains seek breakthrough...
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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