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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...
Thursday 29 June 2023
AMD CEO to visit Taiwan in mid-July
AMD CEO Lisa Su and other senior executives will travel to Taiwan in the middle of July to confer with local PC and server industry supply chain partners and customers, according...
Wednesday 28 June 2023
Japan scales up semiconductor supply chain to boost competitiveness
While holding leading techniques, Japan-based semiconductor companies operate on a smaller scale than overseas competitors. The Japanese government is trying to expand the size of...
Wednesday 28 June 2023
Advanced packaging supply falling short of demand
The production of AI server chips necessitates not only advanced process fabrication but also the packaging used for high-end HPC processors; however, the supply of advanced packaging...
Tuesday 27 June 2023
Infineon reportedly mulling investment in SiC production in US
Infineon reportedly is mulling investing in the US for the production of silicon carbide (SiC) devices in line with the Inflation Reduction Act (IRA) requirements, according to industry...
Monday 26 June 2023
Demand recovery for large-size displays benefiting peripheral IC supply chain
Large-size displays such as TVs have seen demand recover earlier than smaller ones for handset, notebook and other consumer electrics devices after becoming the first to enter inventory...