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Tuesday 19 March 2024
EV investment by electronics majors continues
Contract electronics vendors Hon Hai Technology Group (Foxconn) and Pegatron, as well as ODMs including Quanta Computer, Compal Electronics, and Wistron, have maintained their accelerated...
Tuesday 19 March 2024
Foxconn's AI health services to launch as early as 2H24
In addition to being a leader in AI servers, Hon Hai (Foxconn) is also establishing a presence in digital health services through AI.
Tuesday 19 March 2024
Foxconn, Quanta, and Wistron have high hopes for AI servers
Taiwan-based ODMs and contract device manufacturers including Hon Hai Technology Group (Foxconn), Quanta Computer, and Wistron have high expectations for AI server sales this year.
Monday 18 March 2024
Sony hits pause on PSVR2 production as unsold inventory piles up
Sony Group Corp. has paused production of its PSVR2 headset until it clears a backlog of unsold units, according to people familiar with its plans, adding to doubts about the appeal...
Monday 18 March 2024
Siflex becomes RFPCB supplier for Apple; YP reportedly removed from iPhone 16 supplier list
South Korean Flexible Printed Circuit Board (FPCB) manufacturer Siflex is set to join Apple's supply chain. Along with BH, it will supply Samsung Display (SDC) with Rigid flexible...
Monday 18 March 2024
Non-notebook sales buoy Quanta profitability
Quanta Computer is transitioning from a notebook ODM to a manufacturer of servers and automotive devices, as non-notebook sales buoy its profitability, according to market sources.
Monday 18 March 2024
Taiwan's PCB industry set to capitalize on LEO satellite boom
In the midst of the global Low Earth Orbit (LEO) satellite fervour, Taiwan's PCB industry is emerging as a pivotal player, mirroring the supply chains seen in the mobile phone and...
Monday 18 March 2024
Foxconn subsidiary reportedly in talks to set up facility in India
A Foxconn subsidiary is reportedly discussing investing in India, as an increasing number of smartphone suppliers are clustering in southern parts of the country.
Monday 18 March 2024
MSI expects double-digit increases in motherboards, graphics cards, and notebook shipments
ODM Micro-Star International (MSI) expects shipments across its three main product categories—motherboards, graphics cards, and notebooks—to climb by double digits in...
Monday 18 March 2024
Huawei global revenue returns to 'normality' in 2023 after weathering severe tests
Huawei held a partner summit on March 14-15, 2024. David Wang, executive director and chairman of Huawei's ICT Infrastructure Managing Board, pointed out from the outset that Huawei...
Monday 18 March 2024
Foxconn highlights five growth pillars for 2024
Foxconn (Hon Hai) will see its revenue growth momentum for 2024 come from five main development axes – namely AI servers, three major smart platforms, Electrical Vehicles (EVs),...
Friday 15 March 2024
Foxconn upgrades 2024 outlook on soaring AI server demand
Driven by the increased market visibility of AI servers, Foxconn has upgraded its outlook for 2024 from neutral to significant growth, as announced by chairman Young Liu during a...
Friday 15 March 2024
Uncertainties on the macroeconomic horizon
Electronic devices account for over 40% of Taiwan's exports, but semiconductor products are shipped through air freight. Meanwhile, notebook PC and smartphone production lines have...
Friday 15 March 2024
Qisda 2024 healthcare revenue to reach nearly US$1 billion; BBHC going public at HKEX
Qisda's strongest growth momentum comes from its healthcare business as revenue from the sector is expected to surpass NT$30 billion (US$947.75 million).
Friday 15 March 2024
Pegatron aims to capitalize on AI and EVs, with new products for 2H24
During its online earnings call on March 14, Pegatron noted the significant impact of weak market demand on the company's operations in 2023; however, according to co-CEO Teng Kuo-Yen,...
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Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research