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Tuesday 3 September 2024
AI server boom to fuel PCB industry optimism in 2025
The second-quarter financial reports of tech giants have been gradually released, with Nvidia delivering results that exceeded expectations, maintaining year-over-year growth, quarter-over-quarter...
Tuesday 3 September 2024
Pixel 9 Pro mass production meets headwind, cause of issue unclear
Google unveiled four new Pixel models, two of which have been released in Taiwan. The new foldable phone is set to launch on September 4, while the Pixel 9 Pro is scheduled for release...
Tuesday 3 September 2024
Golden age of semiconductors has arrived, says ASEH COO
The semiconductor industry has entered its golden era, necessitating collaboration across the supply chain to overcome bottlenecks, according to Tien Wu, COO for OSAT ASE Technology...
Monday 2 September 2024
STMicro begins early production at China's 8-inch SiC plant
STMicroelectronics (STM) is set to begin production at its new 8-inch silicon carbide (SiC) substrate plant in Chongqing, China, two months ahead of schedule.
Friday 30 August 2024
iPhone 16 sales performance to be affected by Apple Intelligence, among other variables
Apple has officially announced that the title of this year's fall product launch event will be "It's Glowtime." It will take place on September 9 at 10:00 am PT. The event is expected...
Friday 30 August 2024
China's solar policy could trigger global industry reshuffle amid bankruptcies and exit wave
The Chinese government's stance remains a crucial factor in shaping the scale and impact of the ongoing wave of global solar industry bankruptcies and exits. With China's global solar...
Friday 30 August 2024
SMIC reports sharp profit decline amid revenue growth in 1H24
China's largest pure-play foundry, SMIC, reported a significant decline in profitability despite revenue growth in its latest financial results. The company remains cautious despite...
Friday 30 August 2024
Xiaomi rumored to release self-developed smartphone AP in 1H25
Xiaomi will release its own customized mobile SoC in the first half of 2025, according to sources in the smartphone supply chain.
Friday 30 August 2024
Nvidia supply chain, including TSMC, has strong order visibility for AI chips
Major players in Nvidia's supply chain, such as global foundry leader TSMC, have good order visibility extending to 2026, despite stock investors' concern about the US chip vendor's...
Friday 30 August 2024
Nvidia confirms Blackwell shipments in 4Q24, easing supply chain concerns
NVIDIA's recent fiscal 2025 second-quarter financial report, ending July 28, has not only surpassed market expectations but also addressed concerns surrounding the supply of its new...
Thursday 29 August 2024
AI surge ignites MLCC demand: passive component industry poised for growth
As AI technology continues to permeate various industries, the demand for AI servers is seeing steady growth. With Nvidia's Blackwell GB200 set to begin mass production, a surge in...
Thursday 29 August 2024
YTEC expands proprietary equipment sales amid China's push for domestic semiconductor supply chain
YTEC, a Taiwan-based technology company, has strategically pivoted its business focus in response to changing market dynamics. Facing a decline in demand for optoelectronic LEDs,...
Thursday 29 August 2024
Taiwan could face 3-5 year gap in drone market as China retains key module dominance
Taiwan, with its critical geopolitical position, has an opportunity to secure key positions in the global drone supply chain not dominated by Chinese businesses. Thunder Tiger (TT),...
Thursday 29 August 2024
Solar module industry in bankruptcy crisis amid oversupply
Due to oversupply in the solar industry in 2024, supply chain quotes have continued to plummet, leading to a wave of bankruptcies across the sector. According to industry insiders,...
Wednesday 28 August 2024
Apple's 2H24 production ramp-up gradually resumes as touchscreen supply chain stabilizes
Affected by market destocking adjustments, Apple's operations continue to show lackluster performance as the peak season for 2024 is delayed. Recently, the supply chain has reported...