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Wednesday 6 March 2024
Taiwan's job market booms with AI amid historic labor shortage
Following the Chinese New Year, Taiwan is experiencing a job-hopping wave that coincides with the largest labor shortage in history. Data from 104 Job Bank revealed a staggering 1.078...
Wednesday 6 March 2024
KYEC upbeat about AI, HPC chip demand
According to King Yuan Electronics (KYEC), the IC testing specialist is bullish about the AI and HPC chip market. The company anticipates an increase in testing volume in the second...
Wednesday 6 March 2024
Mitsubishi Electric says banzai to SiC semiconductors, strengthens market leadership
In 2023, Japan's Mitsubishi Electric announced a new investment in SiC power semiconductors.
Wednesday 6 March 2024
Touch module maker TPK to focus on expanding into new businesses
Amid the yet-to-recover PC market, Taiwan-based touch module maker TPK experienced on-year declines in multiple indexes in 2023. TPK has outlined its strategy for 2024 as "focusing...
Tuesday 5 March 2024
Taiwan CIS earnings calls show light at the end of the tunnel
Earning calls from Taiwan's CIS supply chain promise an uptick in demand in 2024.
Tuesday 5 March 2024
Samsung and SK Hynix restart equipment investment as DRAM demand returns
The DRAM market demand is picking up, and Samsung Electronics and SK Hynix, which previously adopted a production reduction strategy, have recently shown signs of resuming equipment...
Tuesday 5 March 2024
GenAI drives HBM memory demand
Generative AI has stimulated demand for High Bandwidth Memory (HBM), driving Taiwanese memory chipmakers to seize a share of the AI business opportunity.
Tuesday 5 March 2024
Chinese semiconductor market remains oversupplied
China's semiconductor market is being hit by a host of problems, such as overcapacity, with a bumpy ride likely lying ahead throughout 2024, according to industry sources.
Tuesday 5 March 2024
AI smartphones unlikely to gain significant traction for another 2-3 years
The launch of Samsung Electronics' Galaxy S24 series of flagship AI-capable smartphones has prompted many other companies to follow suit, making 2024 the first year of AI mobile phone...
Monday 4 March 2024
Huawei expands data centers overseas, driven by AI demand
After providing cloud services in Egypt, Huawei is also set to build its first artificial intelligence (AI) cloud computing center in Hong Kong. Cloud services have already contributed...
Monday 4 March 2024
Nvidia, TSMC's 2nd biggest client in 2023, only behind Apple
Nvidia became TSMC's second-largest customer in 2023, trailing only Apple.
Monday 4 March 2024
AI puts a rocket under HBM demand, SK Hynix rides the wave
The memory industry is set to exit the production cut phase as Generative AI superpowers high bandwidth memory (HBM) and DDR5 demand.
Friday 1 March 2024
Democrats demand stronger labor protections in US chips push
Congressional Democrats demanded in a letter Thursday that the Biden administration add more labor protections to its initiative aimed at boosting US semiconductor production.
Friday 1 March 2024
French startup Mistral AI attracts big cloud players amid growing demand for diverse models
In a move highlighting the market's increasingly diversified demand for AI models, Microsoft recently announced its collaboration with Mistral AI, following in the footsteps of Google...
Friday 1 March 2024
Something tricky this way comes as China's EV empire grows
The aggressive market capture tactics, employed by Chinese car manufacturers, present fresh challenges for the global electric vehicle (EV) industry.