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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
