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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
IN THE NEWS
Monday 10 July 2023
Taiwan chip gear makers and AI server supply chain report strong 1H revenue growth
In early 2023, semiconductor market was expected to see a recovery in the second half of the year, but those hopes were dashed when TSMC announced that inventory buildup was more...
Monday 10 July 2023
AMD's Lisa Su sees "AI-first chip designer"
To what extent can artificial intelligence (AI) support and assist in chip design? Following recent examples of AI-assisted chip design in both China and the United States, there...
Monday 10 July 2023
Fear of AI chip ban drives up Nvidia A800 prices in China
The Biden Administration's ban on the sale of high-end AI chips to China has driven the prices of Nvidia A800 chips to skyrocket in China.
Monday 10 July 2023
Naver and Samsung to launch lightweight AI semiconductor solution in 2H23
South Korean online platform Naver is working with Samsung Electronics to develop AI semiconductor solutions and AI model lightweight solutions as two main axes to improve the performance...
Monday 10 July 2023
FOPLP technology seen an alternative to FOWLP for automotive chipmakers
The ongoing trend of automotive electrification, intelligentization and connectivity are driving a significant increase in the quantity and cost of chips used in vehicles. The cost...
Monday 10 July 2023
Chinese IC designers step up shifting focus to automotive chips
Despite facing various regulatory restrictions from the US, the Chinese IC industry has not changed its goal of achieving semiconductor autonomy. In terms of IC design, many Chinese...
Monday 10 July 2023
LGES nearly triples lithium materials procurement from SQM
Battery maker LG Energy Solution and mining company SQM announced that they have agreed upon new lithium materials procurement that will last until 2029. The new agreement means LGES...
Monday 10 July 2023
Increased demand for AI servers headlined by cloud computing, with edge picking up speed
A survey by the International Data Corporation (IDC) showed that generative AI technology is still in its early stages of development. Globally, only 24% of corporations plan to invest...
Monday 10 July 2023
Taiwan enhancing semiconductor ecosystem, expecting IC output to top NT$6 trillion by 2030
Taiwan's annual semiconductor output value is projected to surpass NT$6 trillion (US$191.45 billion) by 2030 from NT$4.2 trillion estimated for 2023 for a double-digit CAGR during...
Monday 10 July 2023
Chinese, South Korean suppliers rising as automotive component demand changes
Demand for car components is transforming thanks to automotive electrification and widespread driver-assisted technologies. The situation has caused changes in the top automotive...
Monday 10 July 2023
TSMC seeing more orders from China-based AI chip suppliers
Despite intensifying tension between the US and China that may lead to more restrictions on AI GPUs against China, China-based AI chip design houses are expanding their chip orders...
Friday 7 July 2023
WinWay expects 2H23 to be stronger than 1H
IC test interface specialist WinWay Technology expects a stronger second half of 2023 than the first, buoyed by demand for AI and HPC device applications.
Friday 7 July 2023
What new biz opportunities will the AI server boom bring to Taiwan supply chain players?
Alongside the growing application of generative AI technology, the ongoing trend of AI servers adopting multiple GPU architectures is seen to bring various new business opportunities...
Friday 7 July 2023
Volkswagen to test autonomous driving program in Austin with Mobileye's technology
Europe's largest carmaker is developing self-driving expertise in the US. Volkswagen Group of America announced that it has started a pilot autonomous vehicle (AV) program in Austin,...
Friday 7 July 2023
Adani plans to raise funds for green business
Adani Green, Adani Group's renewable venture, announced plans to raise funds to expand its green business, as India is encouraging companies to invest in and build a green supply...