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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Monday 8 January 2024
Despite strong calls for PC recovery, component industry is indifferent after seeing orders
Recently, it was reported that the inventory clearance in the PC market and supply chain has entered its final stages. Coupled with new processor platforms and the rise of AI PCs,...
Monday 8 January 2024
Quantum Dots highlight prospects for AR/VR and automotive panels
An expert in South Korean academics recently predicted that Quantum Dot LEDs (QLED) will gradually expand into AR/VR and automotive displays.
Monday 8 January 2024
CES 2024 pre-show observations: AI PC biggest highlight; EVs still going strong
The annual Consumer Electronics Show (CES) 2024 will be held in Las Vegas from January 9 to 12. In recent years, the focus of both the organizers and participating companies has been...
Friday 5 January 2024
CFTC eyes revenue growth in 2024, driven mainly by auto products
With rising demand for automotive-related components and the addition of small-volume shipments of textile machinery-related products starting in 2024, the Taiwan-based high-end precision...
Friday 5 January 2024
Market cap performance of TSMC, Intel, UMC, and ASE show GenAI influence
Generative AI was behind Nvidia's 240% surge in market cap in 2023, and the effect also trickled down to foundry manufacturers and packaging & testing service providers in the...
Friday 5 January 2024
Chicony Power sees weak revenues, but good profits in 4Q23
Despite seeing its operation affected by the traditional slow season in the fourth quarter of 2023, Chicony Power Technology still expects good profits for the quarter thanks to its...
Friday 5 January 2024
Taiwan MCUs go modular with Arduino to tap Indian electronics market
Italian microcontroller unit (MCU) development board vendor Arduino has recently unveiled plans to collaborate with Indian Electronic Manufacturing Services (EMS) providers, aiming...
Friday 5 January 2024
Microsoft's new Windows PC will have a dedicated button for Copilot
Microsoft will be adding a dedicated button for the generative AI Copilot in its latest Windows PC, allowing users to access the latest AI experience with just one button.
Friday 5 January 2024
Automotive semiconductor demand continues to rise as vehicle electronics evolve
The global EV market is expected to encounter some headwinds in 2024 due to inflation and governments adjusting subsidy programs. However, the upward trend of automotive semiconductor...
Friday 5 January 2024
Anticipating a slower rebound, supply chain companies turn to non-notebook businesses
Despite notebook brand manufacturers forecasting better performance in 2024, optimism has not yet trickled down to component suppliers: cooling module supplier Anli International...
Friday 5 January 2024
Amtran prioritizes inventory health as prices stabilize
The supply and demand for panels are characterized by relatively low volatility at this time, and the price fluctuations are also limited. In this situation, Amtran Technology, a...
Friday 5 January 2024
Memory suppliers eye AI PC boom
Memory suppliers and other supply chain companies are looking to capitalize on the AI PC trend in 2024, according to industry sources.
Thursday 4 January 2024
AUO and Innolux boost 2024 automotive display revenue; new technologies at CES 2024
The automotive display market has been robust, and the 2024 automotive revenue of AU Optronics (AUO) and Innolux is expected to reach NT$60 billion (US$1.93 billion) and NT$50 billion...
Thursday 4 January 2024
AI GPU supply to stay tight in 2024, says Gigabyte chairman
The supply of AI GPUs will continue to fall short of demand, according to Dandy Yeh, chairman of Gigabyte Technology.
Thursday 4 January 2024
Xiaomi sets up a three-year strategy to reclaim glory in India
After a tumultuous period for the past two years, Xiaomi has set up a three-year roadmap, looking to regain its leadership in India's smartphone market and outlining a local manufacturing...