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Tuesday 5 November 2024
2024 memory market trends: A timeline characterized by AI demand and rising prices
The memory technology market has experienced significant fluctuations in recent years, marked by production cuts and shifting prices. The beginning of 2024 saw a gradual recovery,...
Tuesday 5 November 2024
PC firms see seasonality, US election impact 1H25 sales
Seasonality is anticipated to impact PC sales in the first half of 2025, with the outcome of the upcoming US presidential election expected to send ripples into the industry, according...
Tuesday 5 November 2024
Lessons from Vietnam: how Apple could strengthen its supply chain amidst struggling expansion in India
Amid the ongoing US-China conflict, the industry is focusing on Apple's efforts to shift its supply chain away from China to other regions. However, one of Apple's primary alternative...
Monday 4 November 2024
Beyond racing: Silverstone now drives high-tech innovation across industries
Located near London, UK, Silverstone—home to the Formula 1 British Grand Prix since 1950—has evolved into much more than a racetrack. The venue now serves as a hub for...
Monday 4 November 2024
Nvidia steps in to restructure Supermicro orders, reshaping AI supply chain
Leading AI server manufacturer Supermicro, previously delisted in 2018 for non-compliance in financial reporting, has once again found itself in turmoil. Reportedly, if it does not...
Monday 4 November 2024
China's EV sector set for major shift by 2025: Supply chain sees new opportunities
Recent policy changes in China signal a comprehensive restructuring of the automotive industry, focusing on enhancing standards, supporting green energy initiatives, and managing...
Friday 1 November 2024
Chinese automakers activate 'Plan B' as EU EV tariffs take effect
As the European Union implemented tariffs on Chinese electric vehicles on October 31, both European and Chinese EV supply chains have begun executing contingency plans. The tariffs...
Friday 1 November 2024
Supermicro's financial crisis unfolds, supply chain on the lookout for 2 key issues: An in-depth analysis
Supermicro faces mounting financial scrutiny following the resignation of its auditor, Ernst & Young (EY), over corporate governance and transparency concerns. While supply chain...
Friday 1 November 2024
China SiC industry faces restructuring; Taiwan firms seek differentiation
With SiC production capacity rising in China, prices have fallen dramatically, potentially leading to a restructuring of China's SiC industry and prompting Taiwan-based players to...
Thursday 31 October 2024
Chinese solar manufacturers implement price floor amid market oversupply in 4Q24
China's solar energy industry has been grappling with severe oversupply and aggressive price competition in the local market since 2024. In late October, the China Photovoltaic Industry...
Thursday 31 October 2024
Nvidia plans ARM-based PC platform to rival Intel, AMD
The surge in generative AI applications is fueling fresh demand for AI servers, while simultaneously revitalizing end-user devices like PCs and smartphones. More than a year ago,...
Wednesday 30 October 2024
Server ODMs focus on leak-proof liquid cooling solutions, says DIGITIMES Research
DIGITIMES Research believes that liquid cooling technology is transforming the server cooling supply chain ecosystem. Various industry players are actively positioning themselves...
Wednesday 30 October 2024
Qualcomm-Arm dispute threatens supply chain stability
Arm has stated that it is adequately prepared for the court hearing scheduled for December, as the dispute between Qualcomm and Arm continues to develop. In response, Qualcomm maintains...
Tuesday 29 October 2024
Tesla's ambitious plans face regulatory and supply chain hurdles
Tesla's third-quarter results exceeded market expectations, with gross margins rising to 19.8%. The company attributed the performance to lower per-vehicle costs, but analysts highlighted...
Tuesday 29 October 2024
Electric bus fire highlights the crucial role of materials and swapping systems in battery safety
Battery safety has become a pressing issue following the complete destruction of nine electric buses in central Taiwan due to alleged spontaneous combustion on October 21, and two-wheeled...