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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Tuesday 18 June 2024
Quanta profits double despite halving workforce
Quanta Computer is generating record-high profits amid a sharp decline in staff count. From the high of 112,000 employees by the end of 2018, Quanta's workforce has decreased by 49.1%...
Tuesday 18 June 2024
Advanced foundry process quotes to rise in 2025
TSMC may launch a new round of price negotiations in the second half of 2024, with advanced foundry quotes expected to rise as early as 2025.
Tuesday 18 June 2024
Chinese MCU suppliers grow automotive businesses as Taiwanese competitors regain market share
China-based MCU companies have been actively developing the automotive market in recent years.
Tuesday 18 June 2024
MSI and ASRock catch up in the AI server race
Jensen Huang, CEO of NVIDIA, paid a two-week visit to Taiwan at the end of May, hyping up the AI craze all over again.
Monday 17 June 2024
Does AI scale-up distract emerging Taiwanese automotive tier-1 suppliers?
Geopolitics and the Group of Two (G2) dynamic have attracted Taiwan's ICT supply chain much attention.
Monday 17 June 2024
Mini LED TV sales going strong; could surpass 10 million units by 2025
Display technology upgrades have been the main theme in the long-term development of the TV industry.
Monday 17 June 2024
Microsoft and Qualcomm unveil AI-powered Copilot+ PC: pre-orders surpass expectations
Microsoft and Qualcomm's limited-time collaboration on the Copilot+ PC has entered its pre-order phase, marking a significant step in bringing AI-powered PCs to the consumer market...
Monday 17 June 2024
PCB suppliers optimistic for 2H24 with Apple AI expected to drive replacement cycles
At WWDC 2024, Apple announced updates for nearly every device.
Monday 17 June 2024
Quanta chair sees AI boom in next 2 years
The AI trio is occurring concurrently, spanning product invention and planning, and market development, according to Quanta Computer chairman Barry Lam, who spoke at a shareholder...
Friday 14 June 2024
Samsung chairman visit with Meta, Amazon, Qualcomm CEO hinting at possible collaboration
Samsung Electronics Chairman Lee Jae-yong recently met with the CEOs of major tech companies such as Meta, Amazon, and Qualcomm, sparking speculations regarding the potential technology...
Friday 14 June 2024
Is Huawei, a new automotive tier-1, overshadowing carmakers?
Chinese EV makers continue to enhance smart vehicle technology. As an emerging automotive tier-1 supplier, Huawei's car business profited in the first quarter of 2024. However, concerns...
Friday 14 June 2024
Asustek chair more bullish about server operations over next 5 years
Asustek Computer's goal is to boost server business sales fivefold over the next five years, which may be accomplished ahead of schedule, according to company chairman Jonney Shih.
Friday 14 June 2024
Taiwan power IC firms see automobile deployment pay off, although China remains a concern
As demand for automotive MOSFETs surges with the rapid increase of electric vehicles, Taiwan-based power IC firms have been actively expanding their presence in the automotive mark...
Thursday 13 June 2024
iPhone 16 series set to introduce Apple Intelligence; LG Innotek expected to reap benefits
With Apple set to introduce Apple Intelligence in its iPhone 16 series, the South Korean industry and securities sector are hopeful that LG Innotek, Apple's camera module supplier,...
Thursday 13 June 2024
AmTRAN expects prosperity in 3Q24 as shipment ratio changes
2024 is a year of major sporting events. Benefiting from three major sports events, AmTRAN's shipments and performance in the first half of the year have been impressive.