Despite the recent military maneuvers by China's navy and coast guard that threaten Taiwan's security, as well as challenges within China such as a struggling real estate market, US technological sanctions, and supply chain restructuring, the Mainland Affairs Council reports that cross-strait trade is steadily recovering.
The year 2024 marks a pivotal shift in the silicon carbide (SiC) industry, as unprecedented production increases by Chinese manufacturers transform the global supply chain. This critical compound semiconductor material, once valued for its scarcity, has become a double-edged sword causing ripples throughout the sector.
In a strategic move to strengthen its global presence, Wistron's board of directors approved several overseas investment projects on December 20, 2024, including a major renovation of its Texas facility in the US, the construction of a new factory in Vietnam, and additional capital investment in India.
Indonesia has demanded Apple establish manufacturing facilities commensurate with its market size in the country. As global supply chains continue to evolve, such requirements from nations may become increasingly common.
SpaceX and Tesla CEO Elon Musk raised concerns about chip shortages during a discussion with TSMC Chairman C.C. Wei, emphasizing the transformative potential of drones and multifunctional robots. Taiwan's academic sector is spearheading at least 10 humanoid robot projects, with plans for continued expansion.
Amid surging AI demand, SK Hynix has unveiled a 61TB SSD tailored for AI data centers, marking a significant leap in the enterprise SSD (eSSD) market and intensifying competition with industry leader Samsung Electronics.
Asustek Computer is on track to achieve its second-highest profit ever in 2024, driven by sustained growth in notebook and motherboard sales combined with a strong AI PC market share, according to chairman Jonney Shih at the company's recent year-end banquet.
India-based consumer electronics brand Micromax Informatics has partnered with Phison, a Taiwan-based NAND controller and storage provider, to create MiPhi. This strategic collaboration supports India's 'Making AI in India' vision, highlighting the country's aspirations to lead in artificial intelligence.
Local electronics manufacturers, including Dixon and Kaynes, are expanding as India strives to build a local supply chain. Multinationals like Apple and MSI continue investing in manufacturing in India.
The White House issued what it describes as the inaugural Quadrennial Supply Chain Review on December 19, 2024, which the incumbent Biden-Harris Administration says represents its efforts to strengthen economic security and build resilient supply chains.
The Chinese semiconductor industry faces a significant market correction as wafer fabs prepare for a downturn in 2025 amid oversupply concerns, causing substantial impacts across the global semiconductor industry. As one of the world's largest markets for semiconductor equipment, China's declining demand is compelling major international players to revise their strategies.
Rafael Microelectronics has outlined its revenue performance for 2024 and future growth strategies, highlighting steady shipment and revenue growth for its wideband RF product line, driven by a solid customer base and increasing penetration with global brands.
The landscape of Japan's automotive industry faces potential reshaping as Honda and Nissan explore integration possibilities, complicated by Foxconn's reported interest in acquiring Nissan shares. This development could significantly impact both automakers' strategies in addressing the competitive electric vehicle (EV) market landscape.
Nvidia is reportedly forming a humanoid robot supply chain in Taiwan, targeting key machine tool manufacturers as partners and considering local assembly lines. However, existing partners have clarified that their collaboration models with Nvidia remain unchanged.
Amid potential US tariffs and growing AI momentum, Paul Peng, chairman of the Taipei Computer Association (TCA), confirmed the Taiwan tech sector's ongoing implementation of supply chain diversification strategies.
Taiwan-based Wistron, a leading electronics manufacturer and Apple supplier is set to begin operations for its US$24.5 million investment in Ha Nam Province, Vietnam.
Advantech has announced its ambitious plans to establish dominance in the rapidly growing sectors of edge computing and artificial intelligence (AI). Chairman KC Liu revealed the company's strategic transition, emphasizing its dedication to leveraging the transformative power of these technologies to seize new opportunities across various industries.
Google has newly unveiled Android XR, a spatial computing operating system (OS) designed for extended reality (XR) devices, poised to compete with Meta Platforms and Apple. The OS supports XR headsets, smart glasses, existing Android apps, and immersive VR content.
In remarks at the Executive Yuan's 12th National Science and Technology Conference on December 16, TSMC Chairman C.C. Wei relayed insights from Elon Musk, who envisions multi-functional robots and drones as the next wave of AI applications. Despite Taiwan's promising tech landscape, research by government advisory bodies has identified critical gaps in Taiwan's supply chains for both robots and drones that need urgent attention.
Eyeing India's potential in the notebook market amid a make-in-India push, Taiwan-based MSI launches locally-produced notebooks and plans to expand its retail presence.
The Democratic Republic of Congo filed lawsuits against Apple in France and Belgium accusing the company of using minerals "pillaged" from the central African nation in its products.
With Donald Trump ready to take office in January 2025, notebook brands are asking their upstream supply chain partners to establish plants outside Vietnam, amid growing concerns that exports from the Southeast Asian country may become the next US target for higher tariffs, according to industry sources.
In response to new US tariffs that may be imposed by US President-elect Donald Trump's upcoming administration, Pegatron chairman TH Tung pointed out that the US should value its trade partners such as Canada, Mexico, Vietnam, and Taiwan, as the tariffs will not make the US wealthier, but could subtly steer the direction of international trade.
