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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
Backed by robust profit, Toyota to invest JPY2 trillion in supply chain, EV, SDV
Toyota Motor reported hefty profit growth for the past fiscal year ending March 2024, thanks to booming hybrid EV sales and a weaker Japanese Yen. The automaker said it plans to invest...
Thursday 9 May 2024
TSMC may soon see 3nm capacity supply fall short of demand
TSMC has already seen utilization rates for its 3nm family climb to more than 95%, and with strong demand from customers, including Apple, for its N3E process, capacity supply at...
Monday 6 May 2024
Nvidia GPU shortage relief: AI server supply chain see shipments accelerate
The shortage of Nvidia GPU supply is easing, allowing players in the server supply chain, such as cooling solutions provider Sunon, to ramp up shipments starting in the first quarter...
Friday 3 May 2024
Apple to emerge from slump in 2H24, says supply chain
Apple is expected to rebound from a lackluster first half of 2024, with shipments of both iPhones and Mac computers picking up in the latter part of the year, say supply chain sources...
Thursday 2 May 2024
South Korean OLED supply chain for new iPad comes to light as reveal set for May 7
The announcement for Apple's iPad Pro 2024 has been repeatedly delayed, reportedly due to issues related to OLED panels. Despite this, it was recently revealed that the two major...
Thursday 2 May 2024
PSMC inaugurates Tongluo fab in Taiwan
On May 2, Powerchip Semiconductor Manufacturing Corporation (PSMC) held the grand opening ceremony for its new Tongluo Fab at the Miaoli Tongluo Science Park.
Monday 29 April 2024
Apple's supply chain expands presence in Southeast Asia, with Vietnam leading the way
Apple recently released its global supplier list for fiscal year 2023 (FY23).
Thursday 25 April 2024
China feeds on lucrative semiconductor business created by US
Although US sanctions have significantly slowed down the development of China's semiconductor industry towards the advanced nodes, it is not the time to be content that China is lagging...
Tuesday 23 April 2024
Rohm and STMicroelectronics extend SiC wafer supply contract
Rohm and STMicroelectronics have extended their previously signed supply contract for Silicon Carbide (SiC) wafers for several more years.
Tuesday 23 April 2024
China and Southeast Asia clear winners in Apple supply chain diversification
The latest Apple supplier list shows that the tech giant has grown its global supplier network, especially in Southeast Asian countries.
Tuesday 23 April 2024
Southeast Asia plays key role, as PCB makers expand automotive and satellite production
The automotive sector is now projected to see negative growth in 2024, with rumblings in the supply chain ever since the beginning of the year, and TSMC lowering its expectations...
Tuesday 23 April 2024
Nan Ya PCB rejoins Apple supply chain
Apple has disclosed its supplier list for fiscal year 2023. Nan Ya PCB, the second-largest provider of IC substrates, re-entered the supply chain after an extended absence.
Tuesday 23 April 2024
What factors lie behind system assembly changes for Nvidia's next-gen servers?
With Nvidia's recently announced Blackwell GPU architecture poised to become the mainstream for the next generation of AI servers, industry watchers expect Blackwell-equipped AI servers...
Monday 22 April 2024
Advanced packaging still in short supply; production expansion spreading overseas
TSMC's advanced packaging CoWoS capacity continues to have strong demand. Even after doubling its capacity in 2024 and collaborating with OSAT companies, it can still not fully meet...