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Monday 14 August 2023
US goes through with investment ban on China; South Korea concerned about potential supply chain crisis
With the signing of the executive order to restrict US investments in certain Chinese companies, South Korean semiconductor-related industries are feeling a sense of unease. While...
Friday 11 August 2023
Tai-Saw steps up deployment in LEO satellite, EV sectors
Tai-Saw Technology, a Taiwan-based supplier of surface acoustic wave (SAW) filters and quartz crystal components, has cut into the supply chains for low earth orbit (LEO) satellite...
Wednesday 9 August 2023
Power MOSFET, diode suppliers expect demand recovery in 2024
Taiwan-based power MOSFET and diode suppliers, primarily involved in the supply chain for notebooks and other PCs, anticipate demand will recover around mid-2024.
Tuesday 8 August 2023
Samsung to supply China-based SemiDrive automotive memory solutions
Samsung Electronics will start offering China-based SemiDrive automotive memory chips. As China has partly banned US-based Micron's products sold in China, whether South Korean-based...
Tuesday 8 August 2023
Passive component inventory adjustment continues; suppliers rush to break into AI server supply chain
With the overall economy yet to improve and customer inventory adjustments continuing, passive component suppliers have called 2023 a year where "the slack season is slacking, but...
Monday 7 August 2023
Taiwan supply chain partners cautious about new iPhone sales outlook
All the new iPhone series for 2023 are very likely to feature Dynamic Island display technology, but Taiwanese partners in the supply chain, such as camera modules...
Monday 7 August 2023
Taiwan's satellite supply chain empowering international market entry
LEO satellites grabbed worldwide headlines in the wake of the war in Ukraine. Taiwan, a geopolitical hotspot, has demonstrated digital resilience in recent years. According to the...
Friday 4 August 2023
South Korea struggling to cut reliance on Chinese battery materials supply chain
The number of South Korean battery material makers joining production of anode materials for EV-use power batteries is gradually increasing in recent times, but even Posco Future...
Friday 4 August 2023
Glass substrates may see tight supply
Glass substrates may see tight supply starting from the third quarter of 2023 till the second half of next year, with major Japanese vendors axing their production despite signs of...
Thursday 3 August 2023
Chinese lithography supply chain underpins SMEE's breakthrough attempt
Recent Chinese media claims of China's impending breakthrough in lithography technology has drawn attention to the country's lithography equipment supply chain.
Thursday 3 August 2023
Doosan Electronics said to supply CCL for Nvidia AI Accelerator
Doosan Group, a South Korean company, is said to be supplying copper-clad laminates (CCL), the core material for AI accelerator, to Nvidia. Recently, the company has been expanding...
Thursday 3 August 2023
CCL firm Iteq upbeat about demand for high-end car electronics
Iteq, which specializes in high-speed and high-frequency copper-clad laminates (CCL), remains optimistic about demand for high-end automotive electronics and believes its deployment...
Wednesday 2 August 2023
Taiwan taking two strategies to scale up battery supply chain
Taiwan is trying to build a local lithium-ion battery supply chain. Enterprises like Formosa Smart Energy, Taiwan Cement Corporation, and Foxconn have all entered the market. The...
Tuesday 1 August 2023
Nvidia to embrace strong 2H23
Nvidia is gearing up for a prosperous second half of 2023, thanks to a spike in demand for its artificial intelligence processors, industry sources believe.
Monday 31 July 2023
Concern about chip supply vulnerability arises as China integrates AI into car technology
Generative AI is expected to gain more exposure in future cars. Tesla and some China-based car companies are trying to integrate AI into their technologies. While commercialization...
CHT
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