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Tuesday 4 June 2024
India and Vietnam largest beneficiaries of China-plus-one, says Nomura
As multinational companies recognize the importance of diversifying supply chains, India and Vietnam are emerging as key beneficiaries. The electronics and machinery sectors in India are likely to see rising exports in the coming years, says Nomura.
Tuesday 4 June 2024
Computex 2024: Focus on AI servers, AI PCs
This year's Computex is mostly centered on AI-enabled servers and PCs. However, while the opportunities for AI server firms are limitless, the outlook for AI PCs must be carefully considered, according to industry sources.
Tuesday 4 June 2024
Fueled by Apple, SDC's and LGD's tablet OLED shipments saw massive surge
With Apple's launch of the new iPad Pro tablet that features OLED displays, South Korean providers Samsung Display (SDC) and LG Display (LGD) saw a significant increase in their tablet OLED panel shipments for March 2024.
Tuesday 4 June 2024
OwlTing CEO Interview: From Taiwanese blockchain startup to cross-border financial service provider
OwlTing, originally a Taiwanese startup using blockchain technologies for farm product resumes and hotelier payment systems, has made remarkable strides in transformation and acquisition and will start providing more cost-effective and faster cross-border financial services to Information Communications Technology (ICT) supply chains transitioning to the Americas.
Tuesday 4 June 2024
Data and digital twins behind Foxconn's AI factory push
Nvidia CEO Jensen Huang laid out his vision for AI during his keynote speech at National Taiwan University on the evening of June 2, during which he also demonstrated how AI has helped Taiwan-based electronics manufacturers establish fully automated production lines, with companies including Foxconn, Wistron, and Pegatron utilizing Nvidia's Omniverse technology to build smart factories.
Monday 3 June 2024
Microsoft makes US$3.2 billion AI bet on Swedish data centers
Microsoft Corp plans to invest $3.2 billion in artificial intelligence and cloud facilities in Sweden, its largest-ever infrastructure bet in the Nordic country drawing on the region's rich supply of green energy.
Monday 3 June 2024
AMD intros new Instinct, Ryzen, and EPYC processors for data centers and PCs
Lisa Su, CEO of AMD, unveiled today (June 3) at the Computex 2024 opening keynote address new leadership CPU, NPU, and GPU architectures that will enable end-to-end AI infrastructure spanning from the data center to PCs.
Monday 3 June 2024
Indian delegation harnesses Taiwanese expertise for semiconductor ecosystem development
The Government of Gujarat, India, has dispatched a delegation to Taiwan for the India-Taiwan Semiconductor Summit, while also seizing the opportunity to glean knowledge from Taiwanese partners at Hsinchu Science Park.
Monday 3 June 2024
Driven by AI, Foxconn looks to set new sales record in 2025
Foxconn has held a shareholders' meeting on May 31. Chairman Young Liu expressed optimism about the overall development of the AI market, stating that the revenue from the AI server business will soon surpass the trillion New Taiwan Dollar (NTD) mark. Subsequently, Liu expected that the AI server business will exceed the trillion NTD mark in 2025, which will also drive Foxconn's overall revenue to surpass NT$7 trillion.
Monday 3 June 2024
India roundup: Marvell, AMD, and Arm reveal their talent strategies in India
India is facing a talent shortage amid a growing semiconductor ecosystem. India's trading partners are concerned about India's import management system, which may be replaced by a stricter quota-based system in October.
Monday 3 June 2024
Nvidia's Jensen Huang discloses next-gen Rubin platform and physical AI vision at NTU keynote
Doing a keynote before the Computex starts and during the evening at Taiwan's top university stadium is something nobody had ever tried before. However, Nvidia CEO Jensen Huang is determined to flex his muscles to steal the spotlight from competitors by announcing a new platform and AI PC wins ahead of the big event.
Friday 31 May 2024
Taiwan M&A deals and transactions expected to hit new high in 2024, according to MAPECT
As Taiwan M&A and Private Equity Council (MAPECT) commemorates its 10-year anniversary with the release of the 2024 Taiwan M&A Whitepaper on May 29.
Friday 31 May 2024
Nvidia CEO engages significant Taiwanese CEOs to promote local AI supply chain
Nvidia CEO Jensen Huang revealed two months ago, at a dinner party for Taiwanese partners in Silicon Valley, that he considers himself Taiwan's ambassador. Taiwan is positioned as a key player in the AI revolution, and all Taiwanese businesses must be prepared to effectively tell the "Taiwan story" to the rest of the world.
Friday 31 May 2024
India sees third consecutive year of declining FDI inflows
In the past fiscal year, India experienced a decline in FDI inflows due to external factors and domestic investment saturation.
Friday 31 May 2024
AI PCs to take off in 2H24, with substantial growth in 2025
Industry leaders continue to voice their optimism for AI PCs, with Acer chairman Jason Chen drawing a comparison with the explosion of the internet in the late 1990s, and Wistron president Jeff Lin saying that AI PCs will gradually take off.
Thursday 30 May 2024
Google to invest US$2 billion in Malaysia, build data center
Google committed to making $2 billion in investments in Malaysia, including developing its first data center and a cloud facility.
Thursday 30 May 2024
Sony adjusts CIS production expansion schedule; equipment investment reduced for next three years
Sony's semiconductor business division, primarily focused on CMOS Image Sensors (CIS), plans to reduce its equipment investment amount in the next three fiscal years from 2024 to 2026 (April 2024 to March 2027) by about 30% compared to the previous three-year mid-term plan.
Thursday 30 May 2024
Following in BOE's footsteps, Visionox announces 8.6-gen OLED investment
China's panel industry is accelerating its venture into the IT OLED market.
Thursday 30 May 2024
India reportedly plans to implement import quota for notebooks in October
India introduced an import management system for imported notebooks and tablets, which displeased major exporters.
Thursday 30 May 2024
Low birth rate crisis: government moves to attract foreign talent
Taiwan's demographic challenge is intensifying as the nation grapples with a declining birth rate. In response, the government is amending laws to expand the recruitment and retention of overseas Chinese and foreign students to alleviate the anticipated economic impact.
Thursday 30 May 2024
Getac promotes rugged PCs supporting AI
Getac has released what it claims is the world's first rugged notebook that supports AI, and expects 50% of its rugged product lines to be AI-enabled by 2025.
Thursday 30 May 2024
Explosive growth for ASRock in 3Q24, as H100 deliveries finally arrive
Delivery times for Nvidia's H100 AI GPU have improved from 52 weeks to 16–20 weeks, as TSMC ramps up its CoWoS production capacity, meaning second-tier server suppliers finally have a chance to flex their muscles.
Thursday 30 May 2024
IPC industry holds its place as robot market holds great potential
NVIDIA has recently initiated the competition for AI computing demand in the market and raised abundant discussions about humanoid robots at GTC 2024. Businesses in the IPC (Industrial PC) industry believe that robots represent a market with great potential among the diversity of models and applications and IPC businesses will not be absent from this market.
Thursday 30 May 2024
Intel CEO to meet with key suppliers and partners in Taiwan
The list of companies attending Intel's gala dinner event, which will take place during CEO Pat Gelsinger's visit to Taiwan, has been leaked.
Thursday 30 May 2024
Nvidia CEO meets Taiwan suppliers for Blackwell GB200 AI servers
Nvidia founder and CEO Jensen Huang is in Taiwan on a whirlwind visit.
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