Driven by the leading semiconductor industry, all six major industries in the Southern Taiwan Science Park (STSP) have fully recovered. From January to April 2024, the park's total revenue reached an impressive NT$570.309 billion, a 24.39% increase compared to the same period in 2023. Among these, the computer and peripheral industry saw an astonishing growth rate of 443.77%.
Facing increasing competition from rivals in its OLED business, Samsung Display (SDC) is reportedly transferring internal technical personnel to the small and medium-sized OLED development department. It also plans to apply to extend working hours for some staff as part of its emergency management measures.
Taiwan-headquartered electronics manufacturer Wistron, a major Apple supplier, is investing $24.5 million in a new factory in Vietnam's northern province of Ha Nam, according to a report published by a local media, the Investor Vafie Magazine.
AcBel Polytech is navigating a strategic transformation aimed at doubling its revenue by 2028. The company, which acquired ABB Power Conversion Division—now OmniOn Power—early in 2023, has yet to fully realize the benefits of this acquisition. AcBel Polytech announced that 2024 will be pivotal for its transformation, focusing on advancements in artificial intelligence (AI) and electric vehicles (EVs).
The US-based Avnet, a distributor of IC products and electronics components, is supporting Taiwan's Original Design Manufacturers (ODMs) in venturing into the global automotive market through a comprehensive global alliance.
After launching its first Galaxy 24 series products and officially ushering in the AI smartphone era, Samsung Electronics is also gradually expanding the application of Generative AI (GenAI) across various product categories.
Samsung Electronics is reportedly investing in GPUs, after discontinuing its collaboration with AMD to launch the Exynos 2500's GPU architecture, pending release in 2025.
Driven by the trend of electric vehicles (EV) and AI data centers, investments in infrastructure are also boosting the demand for heavy electrical equipment.
AOET held its annual shareholders meeting on the 20th, in which Wei-Ya Kao, chairperson of the company, discussed AOET's operational status. He indicated that revenue for 2024 is expected to surpass that of 2023.
Connector and cable specialist Cheng Uei Precision Industry (Foxlink) is expected to see its revenue top NT$100 billion (US$3.1 billion) in 2024, driven by its energy business, increased component shipments to US smartphone brands, and a resurgence in video game console demand, according to industry sources.
As AI servers drive up the demand for liquid cooling solutions, huge opportunities for growth lie ahead, says Allen Wu, chairman of thermal solutions specialist Kaori Heat Treatment.
Chairman of Sino-American Silicon Products (SAS) and Taiwan Photovoltaic Industry Association, Hsiu-Lan Hsu, confirmed that the new cabinet's solar energy strategy remains opaque. Coupled with Taiwan's green energy shortage, the influx of solar modules imported from Southeast Asian countries poses an existential threat to local manufacturing.
The Quad-Level Cell (QLC) NAND flash memory market is poised for strong growth following major global tech corporations' increasing demand for AI servers. Extensive application of high-capacity SSDs in AI servers suggests QLC NAND to parallel the exponential growth of High Bandwith Memory (HBM) in recent years.
Taiwan's IC design houses are gearing up to prepare new AI-related chip products for the second half of the year, in response to positive feedback from both enterprise and consumer markets in AI applications.
Broadcom stated that the demand for AI networking products and customized accelerators from hyperscale customers is quite strong. For the second quarter of the fiscal year 2024 (ended May 5, 2024), AI-related revenue grew significantly by 280%, reaching US$3.1 billion, and is expected to surpass US$11 billion for the entire year.
Energy consumption issues and the heat generated by AI training and inference computing have the semiconductor industry looking for Silicon Photonics partners such as Bay Photonics to develop solutions to solve the problems.
AI business opportunities continue to spread, benefiting system integrators and the component supply chain behind these systems. Connector and cable manufacturers, including Lotes, BizLink, Nextronics, JPC, and CivLux Electronics, have all showcased their capabilities in the AI server domain.
