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Monday 13 May 2024
Wistron significantly increases capex at Hukou site as Nvidia's next-gen GPU supply chain starts moving
In response to the production of Nvidia's new generation GPU, supply chains are starting to mobilize.
Monday 13 May 2024
Micron to invest in Mexico to diversify strategic geographic location
Micron Technology announced to invest in engineering and operation centers in Mexico on May 10 that it will hire at least 100 workers by the end of 2024. It shows that in less than 6 weeks after the US and Mexico announced the Grow and Diversify the Global Semiconductor Ecosystem Initiative, semiconductor companies are quick to take action.
Monday 13 May 2024
Ahead of the curve: Interview with Introspect CEO on how its innovative GDDR7 memory test system beats the market
Introspect Technology, a Canadian private company, introduced its M5512 GDDR7 Memory Test System, which is designed for testing GDDR7 memory controllers, GDDR7 physical layers, and GDDR7 SGRAM chips, less than one month after the graphics memory specification was announced in March 2024.
Monday 13 May 2024
Taiwan should redefine the value of its supply chain
In 2000, Bill Gates visited Taiwan for the World Congress of Information Technology (WCIT), and in 2009, Steve Ballmer, the second president of Microsoft, visited Taiwan only for one day. These were the only two times that the CEOs of Microsoft visited Taiwan.
Monday 13 May 2024
N Chandrasekaran to chair Tata Electronics, signaling drive into semiconductors
N Chandrasekaran, Tata Sons chairman, will assume the role of chairman of Tata Electronics, highlighting Tata's determination to enter the semiconductor industry as the group forays into semiconductors, EVs, and iPhone manufacturing amid India's ambition to develop a local high-tech ecosystem.
Monday 13 May 2024
What does Boston Dynamics want to achieve with shift to electric?
Boston Dynamics, hailed as the pioneer of humanoid robots, recently announced that Atlas, its most iconic robot, would be retiring after a decade of development. However, shortly after, it announced the launch of an electric version of Atlas.
Monday 13 May 2024
India roundup: Lam Research to explore India-based chipmaking tool partners
Lam Research is expanding its investments to help India grow a chipmaking ecosystem. India-based Mindgroove Technologies introduced a RISC-V SoC to meet local demands.
Thursday 9 May 2024
Foxconn set for revenue boost from new iPads amid off-season challenges
Apple's latest release of the brand-new iPad series brings a fresh outlook to the long-stagnant tablet market and is expected to serve as a revenue booster for the main assembler, Hon Hai Precision Industry (Foxconn), in the months ahead. However, according to supply chain sources, Foxconn's overall revenue contribution from the new iPad series could still be affected by off-season effects in the second quarter of the year.
Thursday 9 May 2024
In light of market recovery, Samsung and LG launch new monitor products targeting gaming and AI
To take advantage of the rebound in the global monitor market in 2024, companies such as Samsung Electronics and LG Electronics are targeting high-performance, gaming, and AI demands by launching new monitor products to accelerate their market penetration.
Thursday 9 May 2024
Power surge: Taiwanese firms charge ahead in next-gen AI supply race
The surge in computational power of next-gen AI hardware has birthed a booming market for stable and efficient electric supply.
Thursday 9 May 2024
AI servers buoy Wistron April revenue
April revenue for Wistron was a record high for the same period in previous years.
Thursday 9 May 2024
Asia Optical to pursue growth on 3 fronts, says chairman Lai Yi-Jen
Asia Optical, one of Taiwan's leading optical device suppliers, has achieved several breakthroughs in recent months, as stated by chairman Lai Yi-Jen during the company's earnings call on May 8. The company will pursue a three-pronged strategy as it expands its business: a strategic alliance with LG Innotek (LGIT), one of South Korea's leading lens module manufacturers; expansion of its facilities in the Philippines; and investment in cutting-edge Metalens technology.
Thursday 9 May 2024
Qisda accelerates development in Vietnam, capacity expected to increase
Peter Chen, Chairperson of Qisda, stated that the company has passed the lowest ebb of operation in 2024, with growth expected to occur quarter by quarter.
Thursday 9 May 2024
Taiwan system assemblers pursue profit growth amid unclear iPad demand
Taiwan-based system device assemblers are seeking profit growth by expanding output and component integration, as the tablet market sees limited momentum and demand for Apple's latest iPad series remains undetermined.
Wednesday 8 May 2024
Apple's China iPhone shipments soar 12% in March after discounts
Chinese iPhone shipments jumped about 12% in March after Apple Inc. and its retailers slashed prices, official data showed, suggesting efforts to arrest an accelerating decline in sales are yielding early results.
Wednesday 8 May 2024
Vision Pro Gen 2 rumored for 2026; Apple searching for less expensive Micro OLEDs
Latest reports indicated that Apple is developing a new iteration of its mixed reality (MR) headset Vision Pro but it may not be available until the end of 2026 at the earliest.
Wednesday 8 May 2024
AI server demand fuels DRAM titans battle over HBM
The surging of AI servers has skyrocketed the demand for High-Bandwidth Memory (HBM).
Wednesday 8 May 2024
Dixon expands electronics manufacturing partnership with global brands
Dixon Technologies, a major EMS and ODM provider in India, is broadening its manufacturing footprint through strategic partnerships. The company has joined forces with Nokia and is reportedly in discussions to produce notebooks for HP, marking a significant expansion in its manufacturing business.
Wednesday 8 May 2024
Exclusive: Finnish quantum delegation visits Taiwan in search of cooperation opportunities
Business Finland, the government organization for innovation funding and trade, travel, and investment promotion, has recently brought some of the country's leading quantum technology companies and research organizations to Taiwan.
Wednesday 8 May 2024
What is Apple's best option for a foldable device?
As expected, Apple's late product announcement on May 7 included new iPad Pros powered by the M4 processor and a new Apple Pencil Pro. With these new gadgets now official, industry watchers are monitoring the share of production and projected sales numbers for each iPad model and supply chain coordination. In addition, attention is also on Apple's efforts in foldable smartphones and tablets.
Tuesday 7 May 2024
Taiwan's tech firms rally for smart manufacturing standardization
In Taiwan's dynamic industrial landscape, the pursuit of smart manufacturing heralds a new era of resilience and innovation. However, beneath the surface of progress lies a formidable challenge: the complex interplay between customization and scalability threatens to impede widespread adoption.
Tuesday 7 May 2024
Lenovo and Huawei's venture into AI PCs adds fuel to replacement wave in China
The first year of the AI PC era saw major Chinese manufacturers like Lenovo and Huawei aggressively positioning themselves in the AI PC market to capture higher market shares. Looking at the Chinese market, the second half of 2024 is expected to see a replacement wave for PCs, driven not only by the advent of AI PCs but also because domestic PC purchases made 2-3 years ago are approaching their replacement cycle.
Tuesday 7 May 2024
What made ASML so successful today: Q&A with Dutch Journalist and author Marc Hijink
In an exclusive video interview with DIGITIMES Asia managing editor Judy Lin (JL), Marc Hijink (MH), the acclaimed Dutch journalist and author of "Focus - the ASML Way," during his visit to Taipei, Taiwan, delves into the intricate world of ASML, a global leader in semiconductor lithography machines.
Tuesday 7 May 2024
End of US-China trade war? Cross-strait trade and investment gradually recovering
US Intelligence Communities have successively pointed out that the geopolitical risks in the Taiwan Strait seem to be increasing with incidents such as Xiamen coast guard vessels frequently appearing in sea areas near Kinmen.
Monday 6 May 2024
iPhone maker Hon Hai hits a record high buoyed by AI, Apple
Hon Hai Precision Industry Co.'s shares jumped to a record high after posting its strongest monthly sales growth since the start of 2023, potentially raising expectations for iPhone and AI server sales.