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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...
Friday 28 July 2023
Nvidia prioritizes AI GPU supply for long-term partners
Nvidia has given its long-term partners, including Quanta Computer, Wistron, and Supermicro, priority to receive its AI GPUs which are in great demand, according to industry sources...
Friday 28 July 2023
Backend houses to see seasonal demand pick up from Apple supply chain in 3Q23
Semiconductor backend houses, such as leading OSAT ASE Technology Holdings (ASEH) and test interface specialist Chunghwa Precision Test Tech (CHPT), are expected to see sales growth...
Thursday 27 July 2023
Panama says it can cut risks to US semiconductor supply chain
Panama's government said it can help the US diversify and secure its semiconductor supply chain as geopolitical tensions increase the risk of global chip shortages.
Wednesday 26 July 2023
Unimicron's capex further reduced, exacerbating uncertainty in the short-term PCB supply and demand
On the 26th, Unimicron held its Q2 2023 earnings conference, chaired by senior vice president Zhong Mingfeng. He mentioned that the revenue for Q3 showed only a slight increase compared...
Wednesday 26 July 2023
Renewable energy will account for 10% of Taiwan's electricity supply in 2023
Taiwan has seen its electricity consumption grow as the semiconductor industry thrives and more Taiwanese businesses transfer investment back to their home turf. Mei-Hua Wang, minister...
Wednesday 26 July 2023
MacBook Air 15 has poor start, shipment reportedly put on hold by supply chain
According to Apple's supply chain, the 15-inch MacBook Air, announced during June's WWDC, reportedly didn't meet customer demand expectations. There are even calls for the supply...
Monday 24 July 2023
TPCA: Taiwan should strengthen high-end PCB supply chain to tap AI server opportunities
The printed circuit board (PCB) for AI servers is a high-end, high-value PCB for terminal applications, and the process technology threshold is higher, so fewer manufacturers have...
Friday 21 July 2023
Linkcom looks to US broadband upgrades, wireless charging orders for 2H23 growth
Linkcom Manufacturing, a Taiwan-based supplier of magnetic components and power supply modules, expects to see sales growth in the second half of 2023, spurred by US broadband infrastructure...
Thursday 20 July 2023
MicroBT launches cryptomining machines with 3nm ASIC
MicroBT has released its 3nm ASIC miners, but supply is limited probably due to insufficient yield rates at its IC foundry partner, according to industry sources.
Thursday 20 July 2023
Long lead time for US network chip giants opens the door to Taiwan-based competitors
Broadcom and Marvell continue to operate on extended delivery schedules, even though the chip shortage has largely been addressed. Despite the alleviation of the supply-demand imbalance...
Thursday 20 July 2023
DDR5 memory prices rise slightly
DDR5 memory has recently shown a modest increase, indicating that the market price is about to enter the stage of recovering from its lowest point, according to industry sources.
Thursday 20 July 2023
AMD relies on its Taiwan supply chain, says CEO
AMD CEO Lisa Su stated during a press conference in Taipei on July 19 that the company is heavily reliant on its Taiwan supply chain. AMD will continue to rely on TSMC and other important...
Thursday 20 July 2023
Cloud service providers perceive AMD's AI chip as alternative to Nvidia, say sources
Large-scale cloud service providers are reportedly considering the MI300 series of AI GPUs from Advanced Micro Devices (AMD) as an alternative to GPUs from Nvidia, such as the H100,...