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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
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Monday 13 November 2023
Smartphone and PC market rebound only transient? IC designers say consumer demand momentum may not fully recover until 2H24
The landscape of the IC design industry presents a mixed picture regarding the recent upturn in the mobile phone and PC markets. While some IC design companies have delivered promising...
Monday 13 November 2023
Asus co-CEO Samson Hu: AI PC could see double-digit growth in 2025
Asus co-CEO Samson Hu pointed out that software-hardware fusion devices like AI PCs are just starting to develop and are still in a chaotic phase. He estimated that AI PCs and AI...
Monday 13 November 2023
Significant partnerships in the pipeline: India's Dixon Tech
Leading Indian electronic manufacturing services (EMS) provider Dixon Technologies has said they have some significant partnerships on the horizon. In an interview with Digitimes...
Monday 13 November 2023
Eye tracking leader Tobii optimistic about VR/AR and automotive
Swedish eye-tracking solutions provider Tobii believes that, from a broader perspective, VR/AR and automotive electronics will have the most urgent demand for eye-tracking technology...
Friday 10 November 2023
TSMC October revenue hits new high, up 34.8% MoM
Taiwan Semiconductor Manufacturing Company (TSMC) reported robust performance for its October revenue, totaling NT$243.23 billion (US$7.52 billion), up 34.8% from September, thanks...
Thursday 9 November 2023
PMIC firm uPI expects channel inventory to return to normal in 4Q23
Taiwan-based uPI Semiconductor, an Asustek Computer affiliate specializing in power management ICs (PMIC), anticipates that channel inventories will return to normal in the fourth...
Thursday 9 November 2023
Global automotive market to experience strong headwind in 2024 as disadvantages loom
The automotive industry has been processing deliveries delayed by component shortages and increasing demand for semiconductors since the outbreak of COVID-19. Leading OEMs still have...
Thursday 9 November 2023
VR products could make up 10% of GSEO's revenue in 2023
Amidst this year's economic headwinds, Genius Electronic Optical (GSEO) is on track to surpass last year's performance, says firm President Guo Ying-Li. GSEO Chairperson Jones Chen...
Thursday 9 November 2023
With China seeing procurement downgrades, IPC firms change strategy
Continued instability in the general environment has disrupted not only the market for consumer electronics but corporate investment in equipment and infrastructure as well. This...
Wednesday 8 November 2023
Onsemi considers production cuts amid slowing demand for automotive chips
The electric vehicle (EV) market is experiencing a decline due to the global economic downturn, resulting in reduced demand for automotive semiconductors. Recently, Onsemi, a prominent...
Wednesday 8 November 2023
Samsung reportedly plans to launch AI notebooks as early as end of 2023
With Intel's latest processor Core Ultra (codenamed Meteor Lake) set to launch soon, Samsung Electronics is reportedly going to launch a notebook equipped with an AI engine as early...
Wednesday 8 November 2023
Acer's Jason Chen: inventory pressure in PC distribution channels at its highest in past decade
Although PC inventories have now fallen back to healthy levels, inventory pressure in distribution channels remains high. As Acer chairman and CEO Jason Chen notes, with central banks...
Wednesday 8 November 2023
Claims of AI PC boom in Q3 2024 'misleading,' says Acer's Jason Chen
When will the recent AI explosion propel PC upgrades in the consumer market? According to Acer chairman and CEO Jason Chen, AI PCs signal an incremental change in user modes, and...
Wednesday 8 November 2023
Intel CEO bullish on AI PC
Intel CEO Pat Gelsinger is bullish on the development potential of the AI PC market, predicting that shipments will reach 100 million units within the next two years.
Tuesday 7 November 2023
Intel Innovation Taipei: Gelsinger reiterates company focus
Pat Gelsinger is in Taiwan for the Intel Innovation Taipei 2023 event, where he reiterated the processor vendor's sustained commitment to AI computing development and stated that...