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Tuesday 20 August 2024
Taiwan PCB firms locked in US client product transitions amid potential LEO satellite demand
Market opportunities for low Earth orbit (LEO) satellite applications have gained increasing attention since the Russia–Ukraine war began in 2022, which has showcased the significance...
Tuesday 20 August 2024
Supply chain actively developing GB200 servers despite Blackwell delay, say sources
Nvidia's revised launch schedule for its next-gen Blackwell AI chips has led to changes in the supply chain, with some server makers shifting their focus to developing GB200-based...
Monday 19 August 2024
Regionalized production benefits Foxconn
The US-China trade war, combined with the COVID-19 pandemic and subsequent global supply chain relocations, has benefited Foxconn due to its diversified global footprint.
Monday 19 August 2024
Taiwan's new localization rules stun auto industry, MG brand hit hardest
A new set of regulations governing mandatory local supply chain cooperation value ratios, announced by Taiwan's Ministry of Economic Affairs (MOEA) on July 30 and swiftly implemented...
Monday 19 August 2024
Supply chain players navigate cautious optimism amid AI server boom
Despite progress in inventory clearance and the boost from artificial intelligence (AI) applications, supply chain players remain cautious about the peak season benefits for consumer...
Monday 19 August 2024
Hydrogen-powered vehicles gain momentum as EV sales slow, but profits remain a distant prospect
With global electric vehicle (EV) sales slowing, hydrogen-powered vehicles are gaining unexpected attention.
Friday 16 August 2024
Component suppliers see promise in 2H24 amid launch of new models and AI demand
The second half of the year is traditionally the peak season for the launch of flagship smartphones, which is expected to boost demand for key components such as PCBs (Printed Circuit...
Friday 16 August 2024
Intel's CHIPS Act implementation hamstrung by performance, packaging dependencies, workforce shortages
The US$39 billion funding allocation under the CHIPS and Science Act (CHIPS Act) is nearing completion.
Friday 16 August 2024
Apple reportedly developing large foldable devices, exploring the possibility of a foldable iPad
Rumors indicate that Apple is developing a foldable iPhone, with speculation about a larger device that could be a hybrid between a Mac and an iPad. Recent reports suggest that Apple's...
Friday 16 August 2024
Contract electronics manufacturers adjust to become service-oriented
Taiwan-based contract electronics manufacturers are providing flexible production and shifting toward a more service-oriented business model.
Thursday 15 August 2024
Taiwanese aerospace supplier AIDC tackles challenges in US expansion drive
AIDC, a key player in Taiwan's aerospace supply chain, is making a strategic move into the US market.
Thursday 15 August 2024
LG Chem set to overtake DuPont in OLED evaporation materials market in 2024
LG Chem's OLED evaporation materials business is experiencing robust growth, positioning the company to potentially surpass DuPont and claim the second-largest market share in the...
Thursday 15 August 2024
How ESMC project is cementing Taiwan's role in global chipmaking
Following the United States and Japan, TSMC's final overseas wafer fab, ESMC (European Semiconductor Manufacturing Company), will...
Thursday 15 August 2024
Notebook replacement unlikely until 2025
According to sources in the notebook industry, customer orders have not experienced a significant increase, suggesting a potentially sluggish second half of this year. Nevertheless,...
Thursday 15 August 2024
Nvidia Blackwell GPU delay is manageable, say sources
For the supply chain, a brief delay in volume production for Nvidia's complex Blackwell GPU architecture is understandable and manageable, according to industry sources.
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