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Tuesday 22 August 2023
Thailand, Vietnam, and Malaysia compete for second wave of server supply chain migration
The US-China trade war triggered the first wave of the electronic industry's moving out from China. The continued tension between Taiwan and China is now driving the second wave of...
Tuesday 22 August 2023
Advanced packaging capacity to surge 30–40% in 2024, says TrendForce
With major CSPs aggressively building AI servers and pushing up demand for AI processors and HBM memory, global advanced packaging capacity is predicted to expand by 30–40%...
Tuesday 22 August 2023
Amid production cuts, NAND flash supply chain sees shakeup
All major NAND flash suppliers are continuing to constrain their output, with prices for the memory segment to see slower declines. A shakeup of the NAND flash supply chain is also...
Monday 21 August 2023
From inefficient to pioneer: notebook supply chain's early shift to Vietnam
Due to the continued rise of labor costs, establishing a second supply chain for the notebook industry outside of China is a discussion topic that surfaces now and then. However,...
Monday 21 August 2023
Tata seeks partnerships for UK battery plant to supply Jaguar Land Rover EVs
Tata Sons is in discussions with multiple startups as the conglomerate seeks technical know-how for its £4 billion (US$5.1 billion) UK battery plant, where it aims to start...
Monday 21 August 2023
HBM memory bit supply to soar in 2024
According to a recent report by TrendForce, memory manufacturers are expanding their production capacities to satisfy the rising demand for processors designed in-house by CSPs. This...
Monday 21 August 2023
Oversupply of power batteries in China puts pressure on EV supply chains
Rising levels of China's power battery inventories are becoming increasingly obvious, which is putting pressure on China's electric vehicle (EV) supply chain, according to sources.
Friday 18 August 2023
Macroblock expects price war in LED supply chain to end soon
LED driver IC design house Macroblock has seen its Chinese counterparts raise their quotes, which is expected to end the price war, according to the Taiwan-based company.
Thursday 17 August 2023
Taiwan offshore wind market spurs supply chain localization with US$1 billion projection
Taiwan's offshore wind power sector has embarked on its third phase. The earlier progression through the first and second phases has led to a upsurge in demand for subsequent services...
Thursday 17 August 2023
MEMS sensor prices face downward pressure
The price competition on microelectromechanical systems (MEMS) sensors is imminent, but Bosch will not be the first batch of players to lower prices, according to Greg Huang, regional...
Wednesday 16 August 2023
Yen Sun sees challenges facing Chinese car supply chain
Chinese automakers intend to alter the local market ecology in order to increase the turnover rate of auto sales, which will put a strain on the manufacturing flexibility and inventory...
Tuesday 15 August 2023
Three driving factors and three challenges of PCB Supply chain migration to Southeast Asia
Despite challenges including inflation, inventory destocking, and demand slowdown, many printed-circuit board (PCB)-related manufacturers remain optimistic about the medium- and long-term...
Tuesday 15 August 2023
Southeast Asia receives investment from the panel supply chain amid US-China tensions
Amid escalating US-China tensions, compaines in both Taiwan and China are eyeing investment opportunities in South and Southeast Asia. Taiwan's AUO is expanding into Vietnam, while...
Monday 14 August 2023
WPG sees profit exceed guidance in 2Q23
IC distributor WPG has reported operating profits increased 27% sequentially to NT$2.47 billion (US$77.2 million) in the second quarter, with net profits jumping over 200% on quarter...
Monday 14 August 2023
DIGITIMES unveils Asia Supply Chain 250: China's growth now relies on auto sector performance
DIGITIMES Asia has unveiled the "2023 ASC 250 Rankings." In the post-pandemic era, the Russia-Ukraine war, and global inflation,...
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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