CONNECT WITH US
Global supply chain: Advanced economies
Advanced economies news coverage
IN THE NEWS
Monday 10 July 2023
Taiwan chip gear makers and AI server supply chain report strong 1H revenue growth
In early 2023, semiconductor market was expected to see a recovery in the second half of the year, but those hopes were dashed when TSMC announced that inventory buildup was more...
Monday 10 July 2023
Taiwan eyeing self-supply of 8-inch SiC wafer and equipment by 2025
Taiwan now dominates over 50% of global production of compound semiconductors, and the government has supported multiple development projects for the supply chain. In terms of production...
Monday 10 July 2023
Naver and Samsung to launch lightweight AI semiconductor solution in 2H23
South Korean online platform Naver is working with Samsung Electronics to develop AI semiconductor solutions and AI model lightweight solutions as two main axes to improve the performance...
Monday 10 July 2023
LGES nearly triples lithium materials procurement from SQM
Battery maker LG Energy Solution and mining company SQM announced that they have agreed upon new lithium materials procurement that will last until 2029. The new agreement means LGES...
Monday 10 July 2023
Winbond, Macronix post sequential revenue increases in 2Q23
Taiwan-based memory chipmakers Winbond Electronics and Macronix International both saw sequential revenue gains in the single digits in the second quarter.
Monday 10 July 2023
Taiwan enhancing semiconductor ecosystem, expecting IC output to top NT$6 trillion by 2030
Taiwan's annual semiconductor output value is projected to surpass NT$6 trillion (US$191.45 billion) by 2030 from NT$4.2 trillion estimated for 2023 for a double-digit CAGR during...
Monday 10 July 2023
With rare mid-year personnel changes, is Samsung planning ahead for economic recovery?
Recently, reports from South Korean industry sources revealed that Samsung Electronics has undergone sudden personnel reorganizations to enhance the competitiveness of its high bandwidth...
Monday 10 July 2023
TSMC demand buoys MSScorps 2Q23 revenue
IC analysis and inspection lab Material Science Service (MSScorps) witnessed a double-digit sequential revenue spike in the second quarter, with revenue for the first half of 2023...
Monday 10 July 2023
Chinese, South Korean suppliers rising as automotive component demand changes
Demand for car components is transforming thanks to automotive electrification and widespread driver-assisted technologies. The situation has caused changes in the top automotive...
Monday 10 July 2023
Samsung sees DRAM output fall to 2-year low
Samsung Electronics has seen its average monthly DRAM output fall to a two-year low, and is expected to sustain its production reduction strategy till 2024 and slow down investment...
Friday 7 July 2023
Musk ultimatum to Taiwan imperils its push to war-proof Internet
All that stands between Taiwan and a near-total internet blackout are 14 undersea cables — a network that would make an easy target in the event of a war with China.
Friday 7 July 2023
Samsung's 2Q23 results likely to hit 14 year low but still better than analyst forecast
Samsung Electronics announced a preliminary result statement for the second quarter of 2023, in which operating income hit the lowest record in 14 years, but was much better than...
Friday 7 July 2023
Google's customized Tensor chip reportedly to be produced by TSMC in 2025
Google was scheduled to launch the first fully customized Tensor chip for its Pixel smartphones in 2024, but it has reportedly postponed the plan to 2025 and is said to be planning...
Friday 7 July 2023
AMD to secure available CoWoS packaging capacity at TSMC
One of AMD CEO Lisa Su's priorities for her planned mid-July visit to Taiwan will be securing TSMC's available CoWoS packaging capacity, according to sources with knowledge of the...
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...