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Tuesday 17 December 2024
Biden's bow-out embargo expose glaring gaps in China's HBM localization
The surging AI market has driven unprecedented demand for high-bandwidth memory (HBM), placing significant strain on supply chains. In early August, reports surfaced that the Biden...
Monday 16 December 2024
Data centers' race to cool AI drives liquid tech boom
As artificial intelligence (AI) strains data center cooling limits, a seismic shift from traditional air systems to liquid cooling solutions is reshaping the US$5 billion thermal...
Monday 16 December 2024
Taiwanese supply chains diversify as global auto market sees modest growth
Global automotive sales, including new energy vehicles (NEVs), are projected to underperform initial expectations in 2024, yet the market maintains an upward trajectory. Facing growing...
Monday 16 December 2024
Jarllytech to expand production capacities in SEA in response to Trump 2.0
With Donald Trump poised to take office in January 2025, the acceleration of supply chain relocation is becoming increasingly evident. Tai-yuan Chang, chairman of Jarllytech, a Taiwan-based...
Monday 16 December 2024
India roundup: India reports surging chip imports with rising reliance on China
India's rising imports of chips comes with an increasing reliance on China. In addition to semiconductors, India is pursuing AI self-reliance.
Friday 13 December 2024
Taiwanese startup Aegiverse targets defense tech expansion with precision navigation sensors
Aegiverse is betting big on fiber-optic gyroscopes (FOG) as military demand for resilient navigation systems surges amid growing drone and satellite deployments. The National Central...
Friday 13 December 2024
Speculation grows about MediaTek cutting into Apple Watch supply chain
Multiple media sources have reported that MediaTek's 5G modem chips may soon replace Intel's products in upcoming Apple Watch models. If true, it will mark MediaTek's first entry...
Friday 13 December 2024
Chinese SiC substrate firms eye overseas expansion amid domestic woes
Chinese SiC substrate vendors are seeking to expand beyond their home market where prices have collapsed amid severe oversupply, according to industry sources.
Friday 13 December 2024
Apple's slimmest iPhone yet may pave way for foldable devices, according to supply chain sources
Although Apple has received much flak for the lack of innovation in the external design of recent iPhones, the much-rumored iPhone 17 Air is now said to have entered the new product...
Thursday 12 December 2024
Trump 2.0 set to reshape global offshore wind industry dynamics, potential double-edged sword for Taiwan
US President-elect Donald Trump's consistent advocacy for fossil fuels and dismissal of renewable energy as a "century-long hoax" has raised concerns across the energy sector. Industry...
Thursday 12 December 2024
Semiconductor materials distributors enjoy strong 2024, eye further 2025 growth
Semiconductor materials distributors are experiencing strong growth driven by advanced packaging demand, with expectations for continued expansion through 2025. Industry players are...
Thursday 12 December 2024
Thinner, lighter foldable phone designs raise technical threshold for supply chain
Foldable smartphone shipment momentum continues to be strong for certain major mobile phone brands despite their low popularity in the end market. However, as development shifts toward...
Thursday 12 December 2024
Hiroca Automotive diversifies beyond China, achieves Tier 1 status to boost growth
Taiwan-based Hiroca Automotive Trim Corporation, a supplier of automotive interior and exterior trim parts, is actively diversifying its operations to reduce dependence on the highly...
Wednesday 11 December 2024
Hai Long offshore wind project targets complete supply chain activation by 2025
Hai Long Project, the largest offshore wind power project in Taiwan and Asia, is set to connect to the grid in stages from 2025 to 2026. Tim Kittelhake, CEO and Project Director of...
Wednesday 11 December 2024
Taiwanese IC distributors evolve into service providers amid market shifts
Artificial intelligence (AI) applications are the main driver in the semiconductor market in 2024, as challenges linger in other segments including consumer electronics, PCs, and...
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