Wednesday 22 May 2024
PCB suppliers optimistic about iPhone's AI benefits; Huawei's flagship smartphone chips face supply shortage
In 2024, the consumer electronics market is gradually recovering. However, there are mixed signals in the end-user application market, with some reports suggesting bleak prospects...
Wednesday 10 April 2024
GPU lead times shortened, says Dell Taiwan
The supply of Graphics Processing Units (GPU) has been less constricted, resulting in delivery lead times dropping from 40-52 weeks at the end of 2023 to 8-12 weeks, according to...
Tuesday 5 December 2023
Chinese LLM developers turn to leasing amid AI chip shortage
Due to the chip shortage brought by export restrictions imposed by the US, China-based tech firms turned their eyes to computing rental service providers, leading to doubling fees...
Friday 22 September 2023
AI GPU demand remains strong, says AWS
AI GPU demand remains strong and the chip shortage has yet to have a significant impact on Amazon Web Services (AWS), according to Robert Wang, managing director of AWS in Taiwan...
Friday 25 August 2023
Nvidia CEO dispels fears of a chip shortage amid the AI boom
Nvidia Corp. Chief Executive Officer Jensen Huang, fresh off an upbeat quarterly report that sent his company's shares to a record high, dispelled one of investors' biggest concerns:...
Friday 21 July 2023
Automotive chip shortage may be less severe, but suppliers unlikely to cut output
Mixed signals have been seen in the car market since the second quarter of 2023, with supply in some automotive chip segments reportedly improving and prices falling. But chip suppliers...
Monday 5 June 2023
AI chip shortage to last until 2024, according to top Chinese AI company
The large-scale language model (LLM) has triggered the continuous growth of China's computing industry. SenseTime, which kept a low profile, has recently been tasked to pilot the...
Tuesday 25 April 2023
Foundries experience order cuts from automotive IC design houses
China- and Taiwan-based foundries have experienced cutbacks in automotive IC orders from not only their domestic fabless chipmakers but also customers in the US and Japan during the...
Tuesday 11 April 2023
Automotive chip shortage greatly improved
Shortages of automotive ICs have been significantly reduced since 2023, with variations in demand now serving as the primary driver, according to sources in the car industry supply...
Monday 6 March 2023
Indian carmakers not out of the woods from automotive chip shortage
Despite the fact that a chip glut is hurting memory suppliers like Samsung Electronics, India's carmakers are still waiting for the shortage of automotive chips to ease.
Monday 28 November 2022
Jaguar Land Rover cuts UK production on chip shortages
Jaguar Land Rover is reducing vehicle output in the UK through March, as the carmaker prioritizes making higher-margin models because of semiconductor shortages, according to a person...
Monday 3 October 2022
Short chains, localized production trending: Q&A with Foxconn chairman Young-way Liu
Once short chains become the market norm, industry players will have to invest in setting up local supply chains worldwide. However, how to manage different operating units in different...
Thursday 8 September 2022
US might build emergency chip stockpile in Indo-Pacific, but Taiwan remains excluded
The US-led Indo-Pacific Economic Framework (IPEF) is mulling to build a formal system for sharing semiconductor devices, according to Nikkei Asia. The 14 nations included...
Wednesday 24 August 2022
Lead times for network ICs shortened to 30 weeks
Some network IC suppliers have seen lead times shorten from over 50 weeks to 30 weeks, indicating that the chip shortage is easing, according to sources at network device manufactu...
Tuesday 16 August 2022
Is chip shortage ending? Fusion Worldwide sees rough waters at least for another quarter
During the peak of chip crunch, when big automotive manufacturers are securing long-term agreements with chip makers to keep their supply chain humming, those in critical need of...
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