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Global supply chain: Key components
Key components news coverage
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Friday 19 April 2024
Taiwan companies repatriate US$46.3 billion back from China in 2023
Taiwan's Financial Supervisory Commission (FSC) released data showing that as of December 2023, 1,209 Taiwanese companies had invested NT$2,735.6 billion (US$84.2 billion) in China,...
Friday 19 April 2024
TSMC's earnings call points to AI HPC as sole driver
TSMC offered its take on market developments at its quarterly earnings call on April 18: while demand for AI-related high-performance computing (HPC) continues to grow, the same cannot...
Friday 19 April 2024
TQP to dedicate all capacity of its new plant to TSMC's 3nm advanced processes
Topco Quartz Products (TQP) is a joint venture between Topco Scientific (TSC) and Shin-Etsu Quartz. TQP's new plant in southern Taiwan, whose opening ceremony was held on April 18,...
Friday 19 April 2024
Samsung top execs visit Taiwan flash controller companies
Samsung Electronics' top executives, led by co-CEO Kyung Kye-Hyun, recently visited Taiwan to meet with local suppliers such as Silicon Motion Technology, a major manufacturer of...
Friday 19 April 2024
TSMC lowers 2024 semiconductor, foundry outlook
Taiwan Semiconductor Manufacturing Company (TSMC) has cut its 2024 growth predictions for the foundry and semiconductor industries while keeping the company's growth forecast at 21...
Thursday 18 April 2024
Micron poised to get over $6 billion in chips grants in announcement next week
Micron Technology Inc., the largest US maker of computer-memory chips, is poised to get $6.1 billion in grants from the Commerce Department to help pay for domestic factory projects,...
Thursday 18 April 2024
Despite terrible initial reviews for Ai Pin, IC design sector still optimistic about prospects of HMI innovation
The initial reviews for the Ai Pin have not been favorable, with many highlighting the device's hardware flaws and impracticality.
Thursday 18 April 2024
GenAI-capable smartphone shipments to quadruple
According to a recent Counterpoint Research report, the share of GenAI smartphones in overall smartphone shipments would reach 11% by 2024 and 43% by 2027, passing 550 million units...
Thursday 18 April 2024
India considers Nvidia GPU purchase to boost local AI ecosystem under IndiaAI Mission
After introducing the INR100 billion (US$1.2 billion) IndiaAI Mission, the Indian government is reportedly considering procuring Nvidia GPUs to help grow the local AI ecosystem.
Thursday 18 April 2024
Taiwanese MicroLED makers carry on as Apple aborts MicroLED smartwatch project; Three industry expos you should watch out for this month
VP of Taiwan Display Union Association (TDUA) James Yang says he is optimistic about Taiwan's MicroLED industry and the technology's potential, despite Apple's recent decision to...
Thursday 18 April 2024
Taiwan's chemical renaissance: fuelling semiconductor and foldable phone innovations
As Taiwan cements its pivotal role in the global semiconductor supply chain, the ripple effects are transforming its chemical industry and powering new technological frontiers.
Thursday 18 April 2024
US to become 2nm GAA process battleground for Intel, Samsung, and TSMC
The three major players in advanced chip manufacturing have secured CHIPS Act subsidies by promising to increase investments in fabrication facilities within the United States. With...
Thursday 18 April 2024
Panel industry cycle changed by production control: Peak season may not take place in 4Q24
Production control has changed the panel industry cycle that has persisted for two decades. The industry may not see a peak season in the fourth quarter of 2024 as it used to, and...
Thursday 18 April 2024
Taiwan IC design firms seek overseas talent
The shortage of IC design talent continues to be a problem, leading Taiwan-based IC design firms to look into government and academic resources to hire overseas talent, focusing on...
Thursday 18 April 2024
Server PCB specialist ACCL optimistic about 2Q24
Allied Circuit (ACCL) is optimistic about its prospects for the second quarter of 2024, pointing to a rise in server market order visibility from 4-6 to 8 weeks. Customers' pulling...