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Tuesday 4 June 2024
Acer, Compal miss out on crucial supply chain for Nvidia AI chips
Nvidia CEO Jensen Huang is currently in Taiwan engaging with local partners and suppliers, which still does not include a few key local firms such as Acer and Compal Electronics,...
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...
Tuesday 4 June 2024
Global M&A market faces decline amid recession fears and geopolicital tensions
A joint survey by PwC Taiwan, and the Taiwan M&A and Private Equity Council highlights a concerning trend: China's...
Tuesday 4 June 2024
Taiwan III-V IC suppliers seeking access to 1st-tier auto supply chains
Taiwan-based III-V compound semiconductor companies are seeking to enter the automotive supply chains, eyeing business opportunities from LiDARs, according to industry sources.
Tuesday 4 June 2024
India data center capacity expected to skyrocket in two years
India has surpassed Japan and Australia, becoming Asia's second-largest data center hub after China. Data center capacities in the country are expected to nearly double in the next...
Tuesday 4 June 2024
Chinese chipmakers step up SiC production expansion
Chinese foundries including United Nova Technology and Silan, along with substrate suppliers, such as SICC, have all increased their Silicon Carbide (SiC) production capacity.
Monday 3 June 2024
China semiconductor players and techs

Introduction

Monday 3 June 2024
Micron's latest HBM performance catches the eyes of South Korean competitors
Although the current High-Bandwidth Memory (HBM) market is still dominated by SK Hynix and Samsung Electronics, Micron has recently caught up rapidly. Following its earlier announcement...
Monday 3 June 2024
China-manufactured foldable OLED shipments to surpass Samsung Display in 1H24, says Omdia
China's flexible OLED manufacturers have been rapidly advancing their technology and boosting their shipments, posing a substantial challenge to Samsung Display's dominance.
Monday 3 June 2024
SPIL invests US$1.276 billion to build facility in Penang, Malaysia
Semiconductor packaging and testing company Siliconware Precision Industry Ltd. (SPIL) announced recently that it will invest MLR 6 billion (US$1.276 billion) to build a packaging...
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...
Monday 3 June 2024
Mass exodus of AI leaders from Chinese tech giants spurs new AI unicorns striving to be China's OpenAI
Chinese tech giants are experiencing a wave of departures among their AI experts.
Monday 3 June 2024
Why China needs US$47.5 billion for Big Fund Phase 3 when chip oversupply is already a concern?
Announcing a US$47.5 billion funding for Phase 3 of the National IC Industry Investment Fund (the "Big Fund"), China's next move is under the eye of global chip players.
Monday 3 June 2024
How is Huawei's Ascend 910B outperforming Nvidia's H20 despite lower specs and higher prices?
Foreign media outlets recently reported that due to poor demand for the China-tailored H20 series AI chips, Nvidia has lowered the prices of the H20 series chips. Several supply chain...
Monday 3 June 2024
Huawei's Ascend AI GPU series gaining traction, Nvidia facing uphill battle in China market
While Nvidia CEO Jensen Huang is visiting supply chain partners in Taiwan to secure production capacity for its high-end AI GPUs, the company is plagued by limitations on its China-specific...