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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
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Thursday 30 May 2024
Explosive growth for ASRock in 3Q24, as H100 deliveries finally arrive
Delivery times for Nvidia's H100 AI GPU have improved from 52 weeks to 16–20 weeks, as TSMC ramps up its CoWoS production capacity, meaning second-tier server suppliers finally...
Thursday 30 May 2024
IPC industry holds its place as robot market holds great potential
NVIDIA has recently initiated the competition for AI computing demand in the market and raised abundant discussions about humanoid robots at GTC 2024. Businesses in the IPC (Industrial...
Thursday 30 May 2024
Speculation grows about MediaTek gearing up for AI PCs
MediaTek's recent comment has fueled speculation that the Taiwanese IC design house may unveil a new Arm processor platform for AI PCs at the upcoming Computex next week.
Wednesday 29 May 2024
Apple to open Malaysia store on June 22 in Southeast Asia push
Apple Inc. will open its first retail location in Malaysia next month as it expands its presence in Southeast Asia to augment both sales and operations outside of China.
Wednesday 29 May 2024
Automotive suppliers optimistic about 2H24 outlook as inventory correction approaches end
Car OEMs and tier-1 suppliers have adjusted their inventories since 2023, which affects most automotive suppliers' operations and deliveries. The adjustment is expected to be completed...
Wednesday 29 May 2024
Taiwan PCB makers gear up for AI PC era, replacement demand to emerge in 2H24
With 2024 widely regarded as the inaugural year for the AI PC era, Taiwanese PCB manufacturers are revving up to meet the upcoming replacement demand for AI PCs and notebooks, expected...
Wednesday 29 May 2024
Samsung thrives in India through deep localization strategy
While many South Korean companies have struggled to penetrate the Indian market, Samsung Electronics has emerged as a remarkable success. Celebrating its 30th anniversary in India,...
Tuesday 28 May 2024
Apple's China iPhone shipments up 52% as rebound gains steam
Apple Inc.'s iPhone staged a rebound in China last month with shipments rising 52% amid a flurry of discounts from retail partners.
Tuesday 28 May 2024
Loongson's next-generation CPU on par with Intel's Core i5, says Chairman Hu Weiwu
Chinese CPU maker Loongson Technology Founder and Chairman Hu Weiwu, who is also a Chinese Academy of Sciences Institute of Computing Technology researcher, told Xinhua News Agency...
Tuesday 28 May 2024
Lenovo's AI PCs aim for global edge amid rising competition
As the spotlight on AI-powered PCs intensifies and market competition heats up, Lenovo Executive Vice President Luca Rossi reveals the company's strategic move to offer differentiated...
Tuesday 28 May 2024
China and Japan raise concern over Indian restrictions on imported PCs and notebooks
China and Japan have questioned India's import license requirements, highlighting renewed concerns from WTO members against India's unilateral trade measures.
Tuesday 28 May 2024
China retaliates in automotive trade war with tariffs on European cars
Foreign media reports indicate that China is considering imposing a 25% tariff on large-engine fuel vehicles imported from Europe, specifically targeting cars with engines larger...
Tuesday 28 May 2024
GIS seeks transformation as company's three main products to exceed 50%
Touch panel manufacturer GIS is now in the phase of operational transformation, with three new product lines each expected active growth in 2024.
Monday 27 May 2024
Shipment target for Apple's OLED iPad Pro reportedly over 9 million units
Apple's first OLED-screen tablet, the iPad Pro, reportedly has a shipment target of over 9 million units. This is noteworthy given the recent downturn in the overall IT device mark...
Monday 27 May 2024
HannStar grapples with oversupply, pivots toward automotive and industrial sectors
HannStar is navigating a challenging landscape marked by an oversupply of LCD panels and mounting competition from Chinese manufacturers.