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Tuesday 17 October 2023
Nvidia CEO meets server ODMs in Taiwan
Nvidia CEO Jensen Huang is in Taiwan to meet with the company's server ODM partners, with the supply of Nvidia's H100 chips expected to be at the forefront of discussions.
Monday 16 October 2023
China's NEV supply chain speeds up transformation as the sector gains traction
The Chinese automotive supply chain is still in the process of adjusting its inventory. Nevertheless, the third quarter is the traditional peak season for the automotive industry,...
Monday 16 October 2023
Supply chain reveals three reasons why brands are embracing foldable smartphones
With the growth of smartphones slowing down, various brands are actively embracing foldable designs. According to the supply chain, foldable products have three characteristics that...
Friday 13 October 2023
US auto strike benefits aftermarket supply chain
Strikes at the plants of General Motors, Ford and Stellantis have not seen the signs of the end. However, consumers' purchasing behaviors have become different already. The adjustment...
Friday 13 October 2023
IC distributors post double-digit revenue increases in 3Q23
Major Taiwan-based IC distributors have reported double-digit sequential revenue growth for the third quarter of 2023, as inventory replenishment for mobile and several other device...
Friday 13 October 2023
Taiwan Fertilizer's pursuit of low-carbon ammonia supply chain for semiconductor and renewable energy
Taiwan Fertilizer is optimistic about the prospects of new energy applications amid the global net-zero trend. In recent years, the company has been actively establishing the foundation...
Friday 13 October 2023
Israel-Hamas war highlights communication's role in Taiwan's satellite supply chain
With the Russo-Ukrainian war and Israel-Hamas war, the significance of information warfare in these conflicts has been on the rise. This trend is particularly evident, whilie Ukraine...
Friday 13 October 2023
Amkor opens new factory in Vietnam
Amkor Technology recently inaugurated its newest manufacturing facility in Bac Ninh, Vietnam.
Thursday 12 October 2023
Brand PC vendors say demand is picking up
Brand PC vendors including Dell and Hewlett-Packard (HP) have expressed optimism that demand is increasing, boosting confidence in related industry supply chains.
Wednesday 11 October 2023
Tightening US restrictions on China challenges Taiwan's semiconductor supply chain
Recently, there have been reports that the US government is planning to further tighten restrictions on China. Some foreign news outlets have even mentioned Taiwanese companies like...
Friday 6 October 2023
DIGITIMES Research highlights the market currents of AI servers and bottlenecks within the supply chain
Recent news reports suggest that the generative AI trend may be losing momentum, and Microsoft has initiated a reduction in its orders for Nvidia's H100 AI chips. However, rather...
Friday 6 October 2023
Harmony Electronics seizes opportunity in global supply chain reorganization with launch of second Thailand plant in Omnoi
Tensions in international trade since 2018 have complicated supply chain resilience for the leading top-tier brands within the electronics industry. Complex customer clearance and...
Friday 6 October 2023
The rise of AI-powered PCs sparks optimism for ATX 3.0 power supply demand at Thermaltake
Thermaltake holds an optimistic outlook for the potential of AI-driven PCs to invigorate the high-end PC market, and is actively bolstering its inventory of premium power supplies...
Friday 6 October 2023
Apple Pro Max and Huawei Mate 60 RS to drive Largan revenue and margin
Largan Precision, the sole supplier of the periscope lens on Apple's iPhone 15 Pro Max, will be holding its quarterly earnings call on October 13.
Thursday 5 October 2023
LGES to supply Toyota battery modules in US
LG Energy Solution has added Toyota Motor as a new customer. The South Korea-based battery maker will build new dedicated production lines in the US to make high-nickel NCMA batteries...