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Wednesday 5 June 2024
Challenges lie ahead for Nvidia autonomous driving solutions
Nvidia CEO Jensen Huang said at a pre-Computex speech that Mercedes-Benz will adopt Nivida's Drive AV system in 2025 and other major carmakers will follow suit in 2026. While maintaining a leading self-driving chips and solutions provider, Nvidia is expected to face tough challenges in the coming years
Tuesday 4 June 2024
TV sales show success in China's first week of 618 promotions
The China 618 mid-year promotion kicked off early on May 20
Tuesday 4 June 2024
TV panel price increase to halt in June as Chinese manufacturers reduce availability
The recent surge in LCD TV panel prices is nearing its end
Tuesday 4 June 2024
India and Vietnam largest beneficiaries of China-plus-one, says Nomura
As multinational companies recognize the importance of diversifying supply chains, India and Vietnam are emerging as key beneficiaries. The electronics and machinery sectors in India are likely to see rising exports in the coming years, says Nomura
Tuesday 4 June 2024
Global M&A market faces decline amid recession fears and geopolicital tensions
A joint survey by PwC Taiwan, and the Taiwan M&A and Private Equity Council highlights a concerning trend: China's M&A market has seen a consistent downturn over the past four years
Tuesday 4 June 2024
Fueled by Apple, SDC's and LGD's tablet OLED shipments saw massive surge
With Apple's launch of the new iPad Pro tablet that features OLED displays, South Korean providers Samsung Display (SDC) and LG Display (LGD) saw a significant increase in their tablet OLED panel shipments for March 2024
Tuesday 4 June 2024
OwlTing CEO Interview: From Taiwanese blockchain startup to cross-border financial service provider
OwlTing, originally a Taiwanese startup using blockchain technologies for farm product resumes and hotelier payment systems, has made remarkable strides in transformation and acquisition and will start providing more cost-effective and faster cross-border financial services to Information Communications Technology (ICT) supply chains transitioning to the Americas
Tuesday 4 June 2024
India data center capacity expected to skyrocket in two years
India has surpassed Japan and Australia, becoming Asia's second-largest data center hub after China. Data center capacities in the country are expected to nearly double in the next two years
Tuesday 4 June 2024
Chinese chipmakers step up SiC production expansion
Chinese foundries including United Nova Technology and Silan, along with substrate suppliers, such as SICC, have all increased their Silicon Carbide (SiC) production capacity
Monday 3 June 2024
EV sales defy China spending slump as price cuts lure buyers
Electric vehicles remain a bright spot in China's auto market as manufacturers of battery-powered cars overcame a slump in consumer spending at home thanks to price cuts and new model launches
Monday 3 June 2024
China-manufactured foldable OLED shipments to surpass Samsung Display in 1H24, says Omdia
China's flexible OLED manufacturers have been rapidly advancing their technology and boosting their shipments, posing a substantial challenge to Samsung Display's dominance
Monday 3 June 2024
SDV turns automotive supply chain tiers into networks, Vector China says
Software has become the core of automotive innovation as the era of Software-Defined Vehicles (SDV) arrives. Dr. Zhang Rixin, CEO of Vector China, said the architecture of automotive software will grow more complex. Moreover, SDVs will break the linear automotive supply chain and turn it into a network
Monday 3 June 2024
Mass exodus of AI leaders from Chinese tech giants spurs new AI unicorns striving to be China's OpenAI
Chinese tech giants are experiencing a wave of departures among their AI experts
Monday 3 June 2024
Why China needs US$47.5 billion for Big Fund Phase 3 when chip oversupply is already a concern?
Announcing a US$47.5 billion funding for Phase 3 of the National IC Industry Investment Fund (the "Big Fund"), China's next move is under the eye of global chip players
Monday 3 June 2024
How is Huawei's Ascend 910B outperforming Nvidia's H20 despite lower specs and higher prices?
Foreign media outlets recently reported that due to poor demand for the China-tailored H20 series AI chips, Nvidia has lowered the prices of the H20 series chips. Several supply chain sources later confirmed to Chinese media that the weak demand and price cuts for the H20 series were indeed true
CPC
Summary of Tech Supply Chain News!
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research