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Thursday 15 August 2024
Trump's potential second term threatens green energy and global trade
Imagine a world where green energy is sidelined, and tariffs skyrocket—this could be the reality if Republican presidential nominee Donald Trump reclaims the White House in...
Thursday 15 August 2024
TXC sees automotive product sales account for over 20% of revenue
TXC, a Taiwan-based quartz component supplier, expects automotive product sales to account for more than 20% of revenue in 2024.
Thursday 15 August 2024
Foxconn discusses progress of 3+3 strategy, anticipates returns on semiconductor investments by late 2024
Foxconn held an earnings call on August 14, where it discussed the progress of its 3+3 development strategy.
Thursday 15 August 2024
Nvidia Blackwell GPU delay is manageable, say sources
For the supply chain, a brief delay in volume production for Nvidia's complex Blackwell GPU architecture is understandable and manageable, according to industry sources.
Wednesday 14 August 2024
Topoint anticipates 4Q24 pilot runs for new Thai plant
Taiwan-based Topoint Technology, which manufactures drill bits for producing IC substrates and PCBs and also accepts OEM drilling orders from clients, expects to begin pilot runs...
Wednesday 14 August 2024
US-based QPO launches energy storage plant with Taiwan-based Yulon backing
US-made energy storage cells have recently begun their first round of price quoting for 2025 demand. In a positive development for US home energy storage manufacturing, QPO Energy...
Wednesday 14 August 2024
SK Hynix invests in M16 DRAM production expansion, expects to increase monthly capacity by 18%
SK Hynix has reportedly begun procuring production equipment for its M16 plant in Icheon, aiming to boost its monthly production capacity from 100,000 to 180,000 units, an increase...
Wednesday 14 August 2024
Nvidia H100/H200's supply surge to boost Asus, Gigabyte, ASRock 2H24 growth forecasts
The production volume of Nvidia's H100 and H200 GPUs has been increasing monthly, potentially driving growth for companies in the server industry chain.
Wednesday 14 August 2024
PCB firm Zhen Ding sees new Thai facility development progress
Zhen Ding Technology, a Taiwan-based flexible PCB and IC substrate supplier, has seen the development of its new plant in Thailand progress more smoothly than anticipated. The plant...
Wednesday 14 August 2024
Why Intel has also struggled to manufacture chips in Arizona
The New York Times recently published a piece expressing concern about the delay in the start of chip fabrication and sale at TSMC's Fab 21 in Arizona, despite the project...
Wednesday 14 August 2024
TSMC scaling up equipment and engineering orders for fast plant expansions
TSMC has been placing large volumes of orders for production equipment and factory engineering projects in support of its fast capacity expansion, dispelling skepticism about the...
Tuesday 13 August 2024
Keystone Microtech projects double-digit growth amid effective testing substrate solutions
Keystone Microtech's important product lines in the second half of 2024 have been selling at a satisfactory rate and show signs of inventory replenishment, according to the company's...
Tuesday 13 August 2024
China's foundries surge ahead: SMIC and Hua Hong at full capacity amidst rising domestic demand
China's leading foundries, SMIC and Hua Hong Semiconductor, have seen their newly added 12-inch production capacity fully utilized, absorbing a surge in domestic orders.
Monday 12 August 2024
SDC reportedly signs contract with Microsoft
Samsung Display (SDC) is reportedly collaborating with Microsoft to develop and supply OLED on Silicon (OLEDoS) for the next generation of Mixed Reality (MR) devices.
Monday 12 August 2024
ODMs issue bonds to finance costly AI servers
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...