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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Friday 16 August 2024
Struggling in the EV era: traditional Tier 1 suppliers face restructuring amid global challenges
Due to weaker-than-expected demand for electric vehicles (EVs), many traditional Tier 1 suppliers in Europe and the US have undergone significant restructuring in recent years.
Friday 16 August 2024
DDI market calm, but handset DDIs thrive
The third quarter of 2024 has seen a lackluster market for display driver IC (DDI). However, handset DDI demand is expected to be strong thanks to replenishment demand.
Friday 16 August 2024
SK Hynix expands HBM supply to automotive applications beyond servers
SK Hynix has supplied high bandwidth memory (HBM) to Waymo, the autonomous vehicle subsidiary of Google. As the autonomous driving era dawns, HBM is expected to find widespread applications...
Friday 16 August 2024
NIO finalizes 5nm automotive chip design; how much it will help remains in question
Chinese automakers are accelerating the localization of automotive chips to avoid being bottlenecked by chip supply chains and reduce reliance on foreign chips.
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.
Friday 16 August 2024
Qualcomm, MediaTek eyeing bigger PC processor market share in 2025 amid Intel woes
Intel has been hit with a string of misfortunes of late, as the PC processor giant's brand image is severely tarnished by irrevocable defects in its products, not to mention corporate...
Friday 16 August 2024
Taiwan ODMs cautiously optimistic about 2H24
Taiwan-based ODMs are cautiously optimistic about consumer electronics product demand in the second half of this year, according to industry sources. While it is unlikely that notebook,...
Thursday 15 August 2024
Lenovo's profit beats as AI demand drives a gradual PC recovery
Lenovo Group Ltd. reported better-than-expected quarterly profit, affirming hopes for a gradual computing industry recovery driven by global AI spending.
Thursday 15 August 2024
Ola Electric reports wider loss after IPO debut
Ola Electric, which just went public in early August, released its first financial results after IPO, with gross margin improving despite larger losses.
Thursday 15 August 2024
Cost and reliability hinder US push to replace DJI drones
The US Senate has ultimately decided to delay a ban on Chinese drone manufacturer DJI from the National Defense Authorization Act (NDAA).
Thursday 15 August 2024
TXC sees automotive product sales account for over 20% of revenue
TXC, a Taiwan-based quartz component supplier, expects automotive product sales to account for more than 20% of revenue in 2024.
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
Foxconn discusses progress of 3+3 strategy, anticipates returns on semiconductor investments by late 2024
Foxconn held an earnings call on August 14, where it discussed the progress of its 3+3 development strategy.
Thursday 15 August 2024
DIGITIMES Research forecasts exponential AI chip market growth in special report
DIGITIMES Research released a special report on AI chips on August 14, highlighting the rapid development of the semiconductor market driven by generative AI.