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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,...
Friday 7 July 2023
With ICT supply chain as support, Taiwan's motorcycle IoT technology receives foreign attention
Taiwan has the highest density of motorcycles in Asia. With the public, industry, and government prioritizing the safety of road users more, motorcycle IoT has become a unique topic...
Thursday 6 July 2023
Renesas and Wolfspeed enter 10-year SiC wafer supply agreement
Renesas and Wolfspeed announced on July 5 the execution of a wafer supply agreement and US$2 billion deposit by Renesas to secure a 10 year supply commitment of silicon carbide (SiC)...
Wednesday 5 July 2023
Xi urges open supply chains after curb on key metal exports
Chinese leader Xi Jinping called on nations to spurn decoupling and the cutting of supply chains, one day after his nation imposed limits on exports of two key metals used to make...
Tuesday 4 July 2023
Taiwan component makers cut into supply chain of Japanese EV
Taiwan-based component suppliers, such as automotive powertrain supplier Fukuta Electric & Machinery and power supply maker AcBel Polytech, have cut into the supply chain of a...
Tuesday 4 July 2023
Robust advanced chip demand to boost Taiwan supply chain, says ASEH
Taiwan's industry supply chain remains competitive in the advanced chip market, which is expected to be undersupplied over the next three to five years, according to Tien Wu, COO...
Friday 30 June 2023
Power supply, site management to challenge Taiwan manufacturers in Vietnam
Vietnam has become a popular destination for supply chain expansion in Southeast Asia in response to changes in the international environment, but industry insiders have identified...
Friday 30 June 2023
Tougher US ban to impact Nvidia, AMD revenue from Chinese market, but Taiwanese firms still see opportunities
The US is reportedly contemplating new restrictions on the supply of artificial intelligence (AI) chips to China, seeking to further curb the growth of China's semiconductor industry...
Thursday 29 June 2023
IC backend industry supply chains in Eastern Europe, Southeast Asia expanding
As semiconductor firms such as IDM Intel and OSAT ASE Technology increase their local investments, packaging and testing supply chains are expanding in Eastern Europe and Southeast...