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Wednesday 19 July 2023
HP still evaluating notebook production in Thailand, say sources
Hewlett-Packard (HP) is rumored to be considering moving some of its notebook supply chain to Thailand with Quanta Computer to serve as the primary assembler, but sources from the...
Tuesday 18 July 2023
SK Hynix emphasizes supply chain advantages in competition with Samsung
Samsung Electronics and SK Hynix are actively entering the high-bandwidth memory (HBM) market in response to the demands of the artificial intelligence (AI) sector. After Samsung...
Tuesday 18 July 2023
Fab toolmakers see orders contract
Semiconductor equipment suppliers are experiencing a decline in customer orders, which may limit their growth in the second half of this year, according to industry sources.
Tuesday 18 July 2023
OLED materials supplier U-Best cuts into foldable handset supply chains
U-Best Innovative Technology, a chemical materials supplier, has cut into the foldable handset supply chains of Chinese brand vendors with its clear hard coating (HC) materials, according...
Friday 14 July 2023
FPD equipment market to bottom out in 2023 and recover with 153% rise in 2024
After peaking near US$21 billion of revenue in 2017, the market for capital equipment used to manufacture OLEDs and LCD panels has suffered from continuous annual declines as the...
Friday 14 July 2023
With protectionism intensifying in China, how should Taiwan's semiconductor supply chain respond?
Amid the ongoing US-China trade war, Chinese communication system giants such as Huawei and ZTE have taken a low-key approach on the international stage, but back in their home country,...
Thursday 13 July 2023
Rohm to expand production capacity for SiC power devices
Rohm recently announced plans to acquire a plant owned by Solar Frontier in Japan for expanding production capacity for silicon carbide (SiC) power devices.
Thursday 13 July 2023
TSMC fab expansion in Taiwan critical for preserving supply chain advantage
The continuous expansion of TSMC's fab in Taiwan, home to the world's largest pure-play foundry, is essential for preserving the country's supply chain advantages, according to industry...
Thursday 13 July 2023
Panel industry: operating rate surges, bolstering upstream supply chain
The global panel industry is currently witnessing a robust resurgence in demand, leading to a significant uptick in operating rates. This positive trend is cascading up the supply...
Wednesday 12 July 2023
Impacts of China's gallium export control on the supply chain
The Chinese government has recently announced without prior warning that it will control exports of gallium and germanium metals. The announcement has received extensive media coverage,...
Tuesday 11 July 2023
Suppliers see orders reduced for enterprise servers
According to sources in the server supply chain, orders for enterprise servers were once again reduced in June. Demand for general-purpose servers for cloud data centers is also expected...
Tuesday 11 July 2023
DRAM likely to reach supply-demand equilibrium in 4Q23
The DRAM market is expected to attain equilibrium between supply and demand in the fourth quarter of 2023, according to industry sources.
Monday 10 July 2023
Taiwan chip gear makers and AI server supply chain report strong 1H revenue growth
In early 2023, semiconductor market was expected to see a recovery in the second half of the year, but those hopes were dashed when TSMC announced that inventory buildup was more...
Friday 7 July 2023
What new biz opportunities will the AI server boom bring to Taiwan supply chain players?
Alongside the growing application of generative AI technology, the ongoing trend of AI servers adopting multiple GPU architectures is seen to bring various new business opportunities...
Friday 7 July 2023
NAND flash ASPs to fall 3-8% in 3Q23, says TrendForce
OEMs have maintained their efforts to cut production. Despite this, it is expected that the NAND flash market will continue to experience an oversupply in the third quarter of 2023,...
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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