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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
IN THE NEWS
Monday 6 May 2024
Cloud giants' data center boom driven by AI innovation
Synergy Research Group's latest insights unveil a significant surge in hyperscale data centers, surpassing the 1,000-mark milestone.
Monday 6 May 2024
Keyboards and screens could see major design shifts as part of changes brought upon by AI PC
AI PCs are estimated to be a focal point of the industry in the second half of 2024. However, there has yet to be a clear definition of what constitutes an AI PC. Analysis by the...
Monday 6 May 2024
Rebound from acquisition setback: Q&A with Qisda chairman Peter Chen
The most unexpected development in Qisda's history occurred in 2005, when the company's predecessor, BenQ, failed to merge with Siemens Mobile. It made a large loss of NT$30 billion...
Monday 6 May 2024
Nvidia GPU shortage relief: AI server supply chain see shipments accelerate
The shortage of Nvidia GPU supply is easing, allowing players in the server supply chain, such as cooling solutions provider Sunon, to ramp up shipments starting in the first quarter...
Monday 6 May 2024
US Treasury delays EV battery sourcing restriction, allowing use of Chinese graphite for two more years
The US Department of Treasury will grant EV makers a two-year extension for restrictions on some hard-to-trace battery materials, including China-dominated graphite. The move was...
Monday 6 May 2024
Japan sees surge of semiconductor equipment investment amid AI boom
Many forecasts indicate that 2024 will mark the beginning of a new growth period for the semiconductor industry.
Monday 6 May 2024
Samsung SDI expanding investment among weak 1Q24 results
Leading South Korea-based battery manufacturers LG Energy Solution, Samsung SDI, and SK On reported unsatisfactory financial performance in the first quarter of 2024 due to slow EV...
Monday 6 May 2024
Semco and LG Innotek outperform expectations in 1Q24 due to AI-driven growth in high-end components
Amidst the global economic downturn and the continuous slowdown in end-product IT demand, Samsung Electro-Mechanics (Semco) and LG Innotek, which previously experienced severe performance...
Monday 6 May 2024
AMD optimistic about AI-related performance; gaming business unlikely to improve in short term
In the first quarter of 2024, AMD's data center and client revenue experienced year-on-year growth rates of over 80%. The company is optimistic that AI will fuel these two businesses...
Monday 6 May 2024
OpenAI, Financial Times ink content deal for real-time news training
Financial Times (FT) has reached a content licensing agreement with OpenAI, enabling the startup to utilize FT's database to train its GenAI models.
Monday 6 May 2024
TSMC sees AI contributing to more than 20% of 2028 revenue
In early 2023, ChatGPT ignited a global boom in Generative AI, driving demand for related software and hardware. Nvidia's value skyrocketed and the entire supply chain, upstream and...
Monday 6 May 2024
BCG unveils generative AI's role beyond ChatGPT
Amidst the tidal wave of Generative Artificial Intelligence (Generative AI), Boston Consulting Group (BCG) issues a clarion call: the potential of Generative AI transcends the realms...
Monday 6 May 2024
Weekly news roundup: How long can China subsidize its semiconductor industry?
These are the most-read DIGITIMES Asia stories in the week of April 29 – May 3.
Friday 3 May 2024
Imec.xpand launches EUR 300M fund amid global race for semiconductor supremacy
Imec.xpand, an independent global venture capital fund, today announced the launch of a new EUR 300 million fund aimed at accelerating the growth...
Friday 3 May 2024
Huawei auto partner Seres starts earning profit while Aito M7 accident creates uncertainty
Chinese carmaker Seres, a Huawei partner, came out of the red in the first quarter of 2024 after experiencing losses for five years. The Aito EVs it co-developed with Huawei have...