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Thursday 14 September 2023
Universal USB-C requirement boon to Taiwan supply chains
As expected, Apple has adopted the USB Type-C port for all devices in its iPhone 15 lineup. According to supply chain sources, due to the European Union (EU) requiring all electronic...
Wednesday 13 September 2023
Qualcomm to continue supplying 5G chips to Apple through 2026
Qualcomm said Monday that it will continue to supply Apple with 5G modem chips through 2026, raising concerns about the progress of Apple's in-house developed 5G chip.
Wednesday 13 September 2023
IC backend houses to see demand recovery in 2024
Taiwan-based IC backend houses have witnessed an improvement in their sales performance during the third quarter. However, it is anticipated that a significant rebound in demand may...
Tuesday 12 September 2023
Huawei supply chain in spotlight as it seeks to re-enter global market
On August 29th, Huawei unexpectedly launched the Mate 60 Pro, which has attracted widespread attention over the past 10 days. However, concerns have arisen due to challenges related...
Tuesday 12 September 2023
ABF substrate shortage may return in 2024
ABF substrates may experience a reversal from a 5% oversupply in 2023 to a 5–8% shortage in 2024-2025, according to industry sources.
Tuesday 12 September 2023
ODMs agree GPU availability is key to AI server delivery
Server ODMs have begun large-scale shipments of AI servers equipped with Nvidia's H100 GPU in the third quarter; however, a shortfall in GPU supply may impact their deliveries, according...
Friday 8 September 2023
ROM shipment pick-up drives Macronix revenue growth in August
Memory chipmaker Macronix International has reported August revenue increased 19.2% sequentially to a four-month high of NT$2.6 billion (US$81.1 million), buoyed mainly by a pick-up...
Friday 8 September 2023
Inventec steps up automotive electronics deployment
Inventec has five certified production bases dedicated to automotive product manufacturing, enabling the company to establish a presence within the supply chains of automobile vendors...
Friday 8 September 2023
Regionalization of semiconductor supply chain preventing dominance by any single region, says Merck executive
The semiconductor supply chain that has long depended on global division of labor is shifting toward regionalization, making it very difficult for anyone to dominate it, according...
Wednesday 6 September 2023
Chipmakers should brace for mounting costs, says GlobalWafers chairperson
The division of labor in the semiconductor industry is advantageous for cost reduction. However, geopolitical hazards have increased in recent years, prompting countries to pursue...
Tuesday 5 September 2023
Dutch photonic chip industry looks to Taiwan in pursuit of a mature supply chain
As photonic integrated circuits (PIC) begins to garner growing attention in light of its vast potential in data centers, telecommunications and automotive, the technology has also...
Tuesday 5 September 2023
Taiwan-made SSDs enter space supply chain, aiding NASA lunar missions
The Overseas Community Affairs Council (OCAC) released a press statement applauding K. S. Pua, the CEO of Phison Electronics, for his recognition by the American aerospace company...
Tuesday 5 September 2023
Delta Electronics gains prominence in the AI server power supply market
With the rise of ChatGPT and other generative AI applications, AI servers tailored to meet the formidable computational demands of generative AI have emerged as a central focus. These...
Tuesday 5 September 2023
Taiwan EV supply chain eyeing global presence
Taiwan's electric vehicle (EV) supply chain, including companies such as Foxconn (Hon Hai Precision Industry) and Kymco (Kwang Yang Motor), is looking to adopt a new industry model...
Friday 1 September 2023
Unitech PCB eyeing entry into supply chain for AI devices
Unitech Printed Circuit Board is actively pursuing orders for AI accelerator cards and other AI-related devices in an effort to join the industry's supply chain by 2024, according...