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Wednesday 15 November 2023
With AI servers in high demand, GPU shortage may only ease up in 2Q24
The demand for AI servers is booming, but the supply of Nvidia GPUs is experiencing a severe shortage. During their respective earnings call on November 10, major server manufacturers...
Wednesday 15 November 2023
Nvidia establishes joint innovation center with NTHU, paving way for AI advancements and talent development
National Tsing Hua University (NTHU) has inked a significant agreement with Nvidia, unveiling the collaborative establishment of the "Tsing Hua-Nvidia Joint Innovation Center." This...
Wednesday 15 November 2023
Japanese carmakers introduce generative AI to vehicle design
Many automakers have been exploring how they can develop vehicle models with the assistance of generative AI. Japan-based Honda, Sony Honda Mobility (SHM), and Subaru have adopted...
Wednesday 15 November 2023
Sony poised to challenge Onsemi's dominance in auto CIS market
Sony, with its semiconductor business focusing on CMOS image sensors (CIS), is strategically expanding into the global automotive CIS market, aiming to surpass the current leader...
Wednesday 15 November 2023
North American importers concerned about disruption by China graphite control
As the US government is eyeing on-shoring and friend-shoring to secure a trustworthy global electric vehicle (EV) supply chain, the industry is worried about a potential disruption...
Wednesday 15 November 2023
Foxconn takes neutral position on 2024 outlook
Hon Hai Technology (Foxconn) has chosen a neutral stance on its 2024 business forecast, stating that it will closely monitor geopolitical, inflationary, and monetary policy events.
Wednesday 15 November 2023
Foxconn sees EV opportunities in US auto worker strike
At Hon Hai's (Foxconn) earnings call for the third quarter of 2023, held on November 14, market observers were particularly interested in the company's plans for electronic vehicles...
Wednesday 15 November 2023
Horizon Robotics calls next-gen self-driving chip revolutionary
Beijing-headquartered Horizon Robotics expects to launch the next generation of its in-house developed self-driving chip, the Journey 6, which it calls a revolutionary new product,...
Wednesday 15 November 2023
IC packaging material distributors see demand pick up
Chang Wah Technology (CWTC), Niching Industrial, Topco Scientific, and Wahlee Industrial, among others, have observed an increase in demand for IC packaging materials and are generally...
Wednesday 15 November 2023
AI server shipments to rise in 2024 as supply shortages ease
The easing of server GPU and CoWoS packaging supply shortages will boost AI server shipments in 2024, according to DIGITIMES Research senior analyst Jim Hsiao.
Tuesday 14 November 2023
Huawei's OlympusMons Award enters 4th year, seeking innovative data storage solutions
Despite odds and challenges amid tightening US restrictions, Huawei Technologies continues to carry on innovation efforts as the company recently announced its 2023...
Tuesday 14 November 2023
India may offer more concessions and incentives to build EV and battery manufacturing base
India is reportedly looking to offer concessions and incentives to attract more companies at home and abroad to invest in manufacturing electric vehicles (EVs) and batteries.
Tuesday 14 November 2023
Global automotive aftermarket growth benefiting Taiwan-based parts suppliers
The automotive aftermarket takes up most of Taiwan's components production and exports. Local suppliers have seen their businesses increase as demand for aftermarket parts is rising...
Tuesday 14 November 2023
Ability Enterprise eyes high profits with stellar performance for 3Q23
Digital camera assembly company Ability Enterprise has been undergoing a transition in the past few years, as outlined by its general manager Chang Hsiao-chi during its quarterly...
Tuesday 14 November 2023
Winbond anticipates surge in demand for HBM amid AI server boom
The Taiwan-based semiconductor manufacturer Winbond is gearing up for a significant uptick in the demand for high-bandwidth memory (HBM), driven by the rise of generative AI. Chen...