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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
IN THE NEWS
Wednesday 14 August 2024
US-based QPO launches energy storage plant with Taiwan-based Yulon backing
US-made energy storage cells have recently begun their first round of price quoting for 2025 demand. In a positive development for US home energy storage manufacturing, QPO Energy...
Wednesday 14 August 2024
Automotive chips experience demand slump
The automotive chip market has been in the doldrums of late, with major European and American IDMs and Taiwanese IC design firms alike anticipating a gloomy forecast for the third...
Wednesday 14 August 2024
EV market outlook optimistic despite short-term fluctuations
The slowdown in the global EV market has affected many companies that have previously benefitted from EV trends. As an example, during its recent earnings call, Delta Electronics...
Tuesday 13 August 2024
Laster tech reports record 2Q24 profits, expands BYD partnership
Laster Tech, a leading LED automotive lighting module manufacturer, has reported record-breaking profits for the second quarter of 2024. The company achieved a net profit of NT$83.4...
Tuesday 13 August 2024
Microsoft expands AI push in Taiwan with US$308 million fund
Microsoft's Asia Pacific tech conference, DevDays Asia, has reached its ninth year in Taiwan.
Tuesday 13 August 2024
SAI's luxury car wheel sales surge as secondary aluminum enters Rolls-Royce supply chain
Superalloy (SAI), the leading global automotive wheel rim manufacturer, has announced strong operational results for the second quarter and first half of 2024 following a board mee...
Tuesday 13 August 2024
Robust AI server sales buoy Wistron 2Q24 results
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
Tuesday 13 August 2024
Taiwan's AI server surge fuels global market, drives import boom in 2H24
Before Taiwan opened its notebook (NB) industry to invest in China, Taiwanese-made laptops accounted for 90% of the global market. Today, Taiwan-made AI servers hold a similar market...
Tuesday 13 August 2024
AI-enhanced smartphone boom fuels FocalTech's AMOLED DDI sales growth
Taiwan's display driver IC (DDI) vendor, FocalTech Systems, experienced mixed sales performances across its diverse product lines in the second quarter of the year. Despite this,...
Tuesday 13 August 2024
SK CEO expects HBM4 launch ahead of schedule
Tae-won Chey, CEO and chairman of SK, was quoted in recent South Korean media reports as addressing the market's growing fears about the AI bubble and the commercialization of sixth-generation...
Monday 12 August 2024
Himax beats 2Q24 expectations with strong automotive DDI growth, faces 3Q headwinds amid Chinese market slump
Taiwanese display driver IC (DDI) leader Himax Technologies reported a robust second quarter, driven by strong demand for automotive DDI. However, the company is adopting a cautious...
Monday 12 August 2024
ODMs issue bonds to finance costly AI servers
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
Monday 12 August 2024
Reality-checking smart manufacturing's AI hype
Recently, smart manufacturing has been singled out as the most promising avenue in the generative AI market, especially for manufacturing powerhouses like Taiwan. However, while the...
Monday 12 August 2024
Wistron ITS seeks new cloud clients in SEA, US as China auto market stalls

Wistron ITS (WITS), a Wistron Group subsidiary specializing in software and technology consulting services, is shifting its focus to serve new clients in the cloud computing...