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Friday 31 May 2024
Taiwan M&A deals and transactions expected to hit new high in 2024, according to MAPECT
As Taiwan M&A and Private Equity Council (MAPECT) commemorates its 10-year anniversary with the release of the 2024 Taiwan M&A Whitepaper on May 29.
Friday 31 May 2024
Nvidia CEO engages significant Taiwanese CEOs to promote local AI supply chain
Nvidia CEO Jensen Huang revealed two months ago, at a dinner party for Taiwanese partners in Silicon Valley, that he considers himself Taiwan's ambassador. Taiwan is positioned as a key player in the AI revolution, and all Taiwanese businesses must be prepared to effectively tell the "Taiwan story" to the rest of the world.
Friday 31 May 2024
India sees third consecutive year of declining FDI inflows
In the past fiscal year, India experienced a decline in FDI inflows due to external factors and domestic investment saturation.
Friday 31 May 2024
AI PCs to take off in 2H24, with substantial growth in 2025
Industry leaders continue to voice their optimism for AI PCs, with Acer chairman Jason Chen drawing a comparison with the explosion of the internet in the late 1990s, and Wistron president Jeff Lin saying that AI PCs will gradually take off.
Thursday 30 May 2024
Google to invest US$2 billion in Malaysia, build data center
Google committed to making $2 billion in investments in Malaysia, including developing its first data center and a cloud facility.
Thursday 30 May 2024
Sony adjusts CIS production expansion schedule; equipment investment reduced for next three years
Sony's semiconductor business division, primarily focused on CMOS Image Sensors (CIS), plans to reduce its equipment investment amount in the next three fiscal years from 2024 to 2026 (April 2024 to March 2027) by about 30% compared to the previous three-year mid-term plan.
Thursday 30 May 2024
Following in BOE's footsteps, Visionox announces 8.6-gen OLED investment
China's panel industry is accelerating its venture into the IT OLED market.
Thursday 30 May 2024
India reportedly plans to implement import quota for notebooks in October
India introduced an import management system for imported notebooks and tablets, which displeased major exporters.
Thursday 30 May 2024
Low birth rate crisis: government moves to attract foreign talent
Taiwan's demographic challenge is intensifying as the nation grapples with a declining birth rate. In response, the government is amending laws to expand the recruitment and retention of overseas Chinese and foreign students to alleviate the anticipated economic impact.
Thursday 30 May 2024
Getac promotes rugged PCs supporting AI
Getac has released what it claims is the world's first rugged notebook that supports AI, and expects 50% of its rugged product lines to be AI-enabled by 2025.
Thursday 30 May 2024
Explosive growth for ASRock in 3Q24, as H100 deliveries finally arrive
Delivery times for Nvidia's H100 AI GPU have improved from 52 weeks to 16–20 weeks, as TSMC ramps up its CoWoS production capacity, meaning second-tier server suppliers finally have a chance to flex their muscles.
Thursday 30 May 2024
IPC industry holds its place as robot market holds great potential
NVIDIA has recently initiated the competition for AI computing demand in the market and raised abundant discussions about humanoid robots at GTC 2024. Businesses in the IPC (Industrial PC) industry believe that robots represent a market with great potential among the diversity of models and applications and IPC businesses will not be absent from this market.
Thursday 30 May 2024
Intel CEO to meet with key suppliers and partners in Taiwan
The list of companies attending Intel's gala dinner event, which will take place during CEO Pat Gelsinger's visit to Taiwan, has been leaked.
Thursday 30 May 2024
Nvidia CEO meets Taiwan suppliers for Blackwell GB200 AI servers
Nvidia founder and CEO Jensen Huang is in Taiwan on a whirlwind visit.
Wednesday 29 May 2024
Apple to open Malaysia store on June 22 in Southeast Asia push
Apple Inc. will open its first retail location in Malaysia next month as it expands its presence in Southeast Asia to augment both sales and operations outside of China.
Wednesday 29 May 2024
Samsung strengthens AI from three aspects: semiconductors, GenAI, home appliances
To establish its foothold amidst the AI wave, Samsung Electronics has been aggressively enhancing the competitiveness of its AI business through semiconductors, Generative AI, and home appliances. To do so, Samsung is adjusting its investments, recruiting talent, and restructuring its organization.
Wednesday 29 May 2024
Vietnam ensures electricity stability amid supply chain firms concerns of power outage
The Vietnamese government is reportedly "encouraging" companies like Foxconn to conserve electricity, sparking concerns about a potential repeat of the 2023 power shortage crisis.
Wednesday 29 May 2024
The future of robotics: collaboration and humanoids on the rise
The robotics industry is on the cusp of significant transformation, driven by two major trends: human-robot collaboration and the emergence of humanoid robots. Once thought to be a decade away, humanoid robots could now become a reality within the next three to five years, according to industry experts.
Wednesday 29 May 2024
Apple welcomes back Paishing Technology to the list of eight new Chinese suppliers
Apple recently released its 2024 supply chain list, which includes eight new suppliers from China.
Wednesday 29 May 2024
Liteon readies liquid cooling solutions for Nvidia's GB200 Superchips
Nvidia's GB200 Superchips are about to be shipped. Liteon Technology has sent its AI server liquid cooling solution specifically designed for Nvidia GB200's 19-inch OCP racks for testing and certifying. The company estimates that the liquid cooling system may start contributing revenues in 2024.
Wednesday 29 May 2024
Foxconn to flex AI muscle at Computex, with Nvidia-powered next-gen servers to begin shipping in 3Q24
Computex 2024 is set to be the leading showcase for the latest advancements in AI technology, as the field continues to heat up with Nvidia's next-gen GB200 chip scheduled to launch in the second half of 2024.
Tuesday 28 May 2024
Apple's China iPhone shipments up 52% as rebound gains steam
Apple Inc.'s iPhone staged a rebound in China last month with shipments rising 52% amid a flurry of discounts from retail partners.
Tuesday 28 May 2024
Loongson's next-generation CPU on par with Intel's Core i5, says Chairman Hu Weiwu
Chinese CPU maker Loongson Technology Founder and Chairman Hu Weiwu, who is also a Chinese Academy of Sciences Institute of Computing Technology researcher, told Xinhua News Agency that Loonson's next-generation CPU will match the performance of Intel's 12th-generation Core i5.
Tuesday 28 May 2024
China and Japan raise concern over Indian restrictions on imported PCs and notebooks
China and Japan have questioned India's import license requirements, highlighting renewed concerns from WTO members against India's unilateral trade measures.
Tuesday 28 May 2024
China, Japan, and South Korea aim to strengthen supply chains at trilateral summit, Samsung eyes expanded role in China
Chinese Premier Li Qiang, South Korean President Yoon Suk Yeol, and Japanese Prime Minister Fumio Kishida recently held a trilateral summit in South Korea to deepen economic, trade, and digital cooperation.
Research Report Database
Summary of Tech Supply Chain News!
Decoding Excellence: ASML's Evolution Towards Leadership and Beyond - GeoWatch
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research