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Tuesday 22 October 2024
Optical component firms anticipate AI-driven sensor demand
The advent of generative AI has been a mixed bag for suppliers of key smartphone components. Some companies have gradually transitioned to focus on AI, while others such as optical...
Friday 18 October 2024
Immersion cooling to cause major system overhaul and supply chain transformation
Many manufacturers are optimistic about liquid cooling solutions as artificial intelligence (AI) applications push cooling needs to the limits of current air-cooling systems. However,...
Wednesday 16 October 2024
TsangYow sees growth from AM market recovery; Malaysia plant set for 2027 launch
TsangYow, a major transmission system manufacturer, is experiencing positive growth due to the recovery of the aftermarket (AM) component market. The company's monthly revenue continues...
Wednesday 16 October 2024
Samsung ramps up Galaxy S25 launch, set to stock 22 million units by June 2025
Samsung Electronics is set to launch its flagship smartphone Galaxy S25 series in early 2025, with plans to produce approximately 22 million units by June 2025.
Wednesday 16 October 2024
Wolfspeed secures US$750 million funding for US SiC production expansion
Wolfspeed, a US-based silicon carbide (SiC) chipmaker, has secured up to US$750 million in federal funding to construct a new wafer plant in North Carolina and expand its New York...
Wednesday 16 October 2024
Largan reportedly to address iPhone 16 shipment concerns at October 17 earnings call
As the second wave of iPhone 16 shipments begins, supply chain sources report that sales have underperformed. Apple's 2024 strategy centered on Apple Intelligence, but key features...
Tuesday 15 October 2024
Energy-hungry tech spurs demand for secure, locally-sourced storage solutions
The rapid growth of energy-intensive sectors like 5G, AI data centers, electric vehicles, and renewables is placing unprecedented pressure on global power grids. As electricity demand...
Friday 11 October 2024
Foxconn unveils Model A as a new era in intelligent EVs
At the Hon Hai Tech Day (HHTD), Jun Seki, Foxconn's Chief Strategy Officer and head of the MIH Alliance, provided an insightful exploration of Software-Defined Vehicles (SDVs). The...
Tuesday 8 October 2024
Power IC demand picking up; return of international IDMs a concern
The power semiconductor market is recovering from its downturn, with demand starting to pick up, according to industry sources from China and Taiwan.

The industry generally...
Tuesday 8 October 2024
iPhone 16 series teardown shows increased costs in certain components
The latest teardown report of Apple's iPhone 16 series reveals that due to rising costs of certain components, the production cost of the iPhone 16 series has increased compared to...
Monday 7 October 2024
CG Power bolsters semiconductor design capabilities with US$36M Renesas RF unit acquisition
India-based CG Power and Industrial Solutions has acquired the RF component business of Japan-based Renesas for US$36 million, as both companies, along with Thailand-based Stars Microelectronics,...
Wednesday 2 October 2024
Passive component makers seize AI opportunities and join Nvidia GB200 supply chain
As the fourth quarter approaches, Nvidia's GB200 is emerging as a key focus in the passive components industry. Companies are increasingly targeting the growth potential fueled by...
Friday 27 September 2024
AI PCs to drive battery module ASP
AI PCs will bring new opportunities to component manufacturers. Battery module manufacturer Simplo stated that due to AI PCs requiring larger battery capacity, the average selling...
Friday 27 September 2024
Yageo chairman on transformation: from China+1 to China+34, leading charge in AI revolution
Yageo Chairman Pierre Chen boldly declared, "Yageo is no longer the company you once knew." As the leading passive component manufacturer continues its transformation, Yageo is positioning...
Thursday 26 September 2024
Passive component firm Trio expects growth driven by AI, automotive
Trio Technology International Group, a Taiwan-based passive component maker, expects demand for AI and automotive device applications to drive growth in the coming years.