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NEWS TAGGED SUPPLY CHAIN
Monday 22 July 2024
AI PCs generate buzz but face supply chain skepticism over replacement wave
AI PCs are generating considerable buzz, but its supply chain remains skeptical about their potential to spark a widespread replacement cycle. The primary obstacles are the steep...
Monday 22 July 2024
Industry insiders take Trump's comments with a grain of salt
Since Donald Trump has openly requested "protection fees" from Taiwan, various interpretations have emerged to gauge the attitude of the United States towards Taiwan's role in the...
Monday 22 July 2024
US, IDB launch initiative to boost IC backend capability in key partner countries
To strengthen semiconductor production capabilities across the Western Hemisphere, the U.S. Department of State, in collaboration with the Inter-American Development Bank (IDB), has...
Friday 19 July 2024
The German electrification dream falters as supplier bankruptcy surges 60%
The automotive industry's shift towards electrification is proving to be a more treacherous journey than anticipated, with actual performance falling short of expectations and investments...
Friday 19 July 2024
MediaTek seeks to advance smart car, EV ecosystems with AI
MediaTek, a leader in consumer electronics and communications, is looking to establish itself as a key player in the smart car and Electric Vehicle (EV) ecosystem while deepening...
Friday 19 July 2024
Liquid cooling boom lures companies despite high entry barriers
The rise of AI computing power has intensified the demand for higher Thermal Design Power (TDP), pushing traditional fan-based cooling solutions to their limits. As a result, liquid...
Wednesday 17 July 2024
Assam fast-tracks land leasing for Tata ATMP facility
Amidst India's aspirations to build a local semiconductor supply chain, a significant step forward has been taken. The government of Assam has signed a land-leasing agreement with...
Monday 15 July 2024
AI PCs see positive market feedback, vendors may stock up for year-end sales
As the traditional year-end peak season approaches, opinions are divided concerning the actual demand for AI PCs. Optimists anticipate a wave of device upgrades in the second half...
Friday 12 July 2024
Shipment pull-ins for foldable smartphones from China strengthen
The strengthening of shipment pull-ins for foldable smartphones from China has buoyed related chip component suppliers' sales performance, according to industry sources.
Friday 12 July 2024
AI server shipments to surge in 2H24 as GPU shortage eases
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
Thursday 11 July 2024
Nissan to launch in-house LFP battery production in 2028, reducing reliance on China amid ternary cost concerns
Nissan Motor has decided to initiate in-house mass production of Lithium Iron Phosphate (LFP) batteries starting from fiscal 2028 (April 2028 - March 2029), as the cost of ternary...
Thursday 11 July 2024
SK On partners with Nissan to fuel EV battery supply chain
South Korea's SK On is gearing up to power Japan's Nissan in a groundbreaking Electric Vehicle (EV) battery supply collaboration. This strategic alliance aims to bolster Nissan's...
Thursday 11 July 2024
Samsung's microLED TV price reduction strategy to drive cost cuts across supply chain
Samsung is initiating a price reduction strategy for microLED TVs, which has inspired its sole microLED chip supplier, PlayNitride, to feel optimistic about the potential for reducing...
Thursday 11 July 2024
Novatek strives to enhance supply capability for iPhone OLED DDIs
Novatek Microelectronics is endeavoring to improve its supply capability for OLED display driver ICs (DDI) for iPhones to better position itself to secure orders if Apple launches...
Thursday 11 July 2024
Taiwan government encourages local firms to participate in military supply chain
During his inauguration speech on May 20, 2024, President William Lai announced the development of "Five Trusted Industry Sectors": semiconductors, AI, military, security and surveillance,...
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