Monday 6 May 2024
Taiwanese optical device players seek new application horizons beyond smartphones, diverge on 'Taiwan+1' strategies
As smartphone sales plateau compared to the rapid growth seen 5-10 years ago, Taiwan's optical solutions providers, primarily serving the smartphone market, are seeking new growth engines, such as exploring new end applications and clientele to mitigate the risks associated with reliance on a single application or customer.
Friday 3 May 2024
Microsoft CEO wraps up Southeast Asia tour, pledging billions into AI talent boost and establishment of data centers
Microsoft CEO Satya Nadella's tour across Southeast Asia has concluded, having visited three key countries: Indonesia, Thailand, and Malaysia, as part of the company's strategic outreach efforts in the region.
Thursday 2 May 2024
Microsoft CEO pledges US$2.2 billion in latest Asian AI investment
Microsoft Corp. will invest $2.2 billion to build digital infrastructure in Malaysia, the latest in a series of big-ticket bets on Asia's rising prominence as a technology market.
Tuesday 30 April 2024
Microsoft to invest US$1.7 billion in Indonesia for AI, Cloud
Microsoft Corp. will invest $1.7 billion to build out cloud computing and artificial intelligence infrastructure in Indonesia, betting on Southeast Asia's biggest economy to spur growth.
Tuesday 30 April 2024
Why Chinese MCU suppliers are eyeing Singapore amid de-Chinafication
Amid the ongoing technology war between the US and China, the intensification of the "de-Chinafication" effect is apparent.
Tuesday 30 April 2024
Notebook production in Vietnam ramping up
Notebook production in Vietnam has increased dramatically, making the country the second largest source of imports to the US behind China, according to government sources.
Monday 29 April 2024
Phison targets SEA market with new Malaysian R&D startup, emulating Taiwan's proven strategies
Taiwan's major NAND controller manufacturer Phison Electronics has decided to establish a startup company, MaiStorage, with an investment of MYR 100 million (US$21.09 million).
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).
Monday 29 April 2024
KYEC leaves China amid OSAT shift toward Southeast Asia
King Yuan Electronics (KYEC) decided to sell its assets in China, another Taiwan-based OSAT major leaving China, as the US-China geopolitical tensions are reshaping the OSAT industry.
Monday 29 April 2024
Garmin expands production footprint to SEA, eyeing automotive navigation market
Smart wearable and GPS giant Garmin has decided to expand its production into Southeast Asia as part of its long-term strategy for the next 10-20 years, with initial production lines in Thailand to focus on automotive navigation OEM products.
Thursday 25 April 2024
Malaysia unveils plan for largest IC design park in Southeast Asia
Malaysia aims to move beyond the packaging and testing industry into the chip design sector along the semiconductor supply chain by announcing Southeast Asia's largest IC design park.
Tuesday 23 April 2024
Taiwan's PCB and chip gear makers expanding presence in SEA market
Taiwan's PCB and semiconductor equipment manufacturers are poised to enhance their footprint in Southeast Asia by establishing manufacturing operations or bolstering their customer base in the region.
Tuesday 23 April 2024
Automotive suppliers closely monitor potential impacts of regional conflicts
The international maritime logistics sector has faced multiple challenges, including the 2023 Red Sea crisis and the recent conflict between Israel and Iran. The regional tension has also alerted automotive suppliers, who are monitoring potential disruptions.
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
What did Tim Cook's SEA visit tell us?
Apple CEO Tim Cook recently concluded his most extensive Southeast Asia (SEA) tour in years, visiting Vietnam, Indonesia, and Singapore from April 15-19.
Research Report Database
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research