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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
IN THE NEWS
Tuesday 13 August 2024
Robust AI server sales buoy Wistron 2Q24 results
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
Tuesday 13 August 2024
Taiwan's AI server surge fuels global market, drives import boom in 2H24
Before Taiwan opened its notebook (NB) industry to invest in China, Taiwanese-made laptops accounted for 90% of the global market. Today, Taiwan-made AI servers hold a similar market...
Tuesday 13 August 2024
AI-enhanced smartphone boom fuels FocalTech's AMOLED DDI sales growth
Taiwan's display driver IC (DDI) vendor, FocalTech Systems, experienced mixed sales performances across its diverse product lines in the second quarter of the year. Despite this,...
Tuesday 13 August 2024
SK CEO expects HBM4 launch ahead of schedule
Tae-won Chey, CEO and chairman of SK, was quoted in recent South Korean media reports as addressing the market's growing fears about the AI bubble and the commercialization of sixth-generation...
Monday 12 August 2024
Himax beats 2Q24 expectations with strong automotive DDI growth, faces 3Q headwinds amid Chinese market slump
Taiwanese display driver IC (DDI) leader Himax Technologies reported a robust second quarter, driven by strong demand for automotive DDI. However, the company is adopting a cautious...
Monday 12 August 2024
ODMs issue bonds to finance costly AI servers
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
Monday 12 August 2024
Reality-checking smart manufacturing's AI hype
Recently, smart manufacturing has been singled out as the most promising avenue in the generative AI market, especially for manufacturing powerhouses like Taiwan. However, while the...
Monday 12 August 2024
Wistron ITS seeks new cloud clients in SEA, US as China auto market stalls

Wistron ITS (WITS), a Wistron Group subsidiary specializing in software and technology consulting services, is shifting its focus to serve new clients in the cloud computing...

Monday 12 August 2024
Non-a-Si panels to gain prominence in automotive displays throughout 2024-2029, according to DIGITIMES Research
Global automotive display shipments are estimated to reach 225 million units in 2024, up 7.8% from a year ago, according to Jason Yang, DIGITIMES Research analyst specializing...
Monday 12 August 2024
Advanced AI solutions urgent to tackle language barriers amid rapid TSMC expansion
Taiwan's tech giants, such as TSMC, are expanding globally to mitigate risks from the US-China trade war and geopolitical tensions, facing challenges from regional language and cultural...
Monday 12 August 2024
AI servers boost Inventec, Wistron July sales
Robust AI server demand boosted sales performance for ODMs including Inventec and Wistron in July 2024.
Monday 12 August 2024
Thailand transforms into EV hub as Chinese manufacturers gain ground amid economic challenges
Thailand, a key automotive hub in Southeast Asia, is undergoing a significant shift towards electric vehicles (EVs). Driven by government incentives, many Chinese companies are entering...
Monday 12 August 2024
Intel unveils discrete GPU for automotive AI
Intel recently introduced its first discrete graphics processing unit (dGPU), known as the Intel Arc graphics for automotive. The product is set to be commercially deployed in vehicles...
Monday 12 August 2024
Companies weigh building AI models vs. using API solutions
Companies are currently navigating the challenge of integrating generative AI, weighing whether to build their own models or tap into external resources.