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Tuesday 12 November 2024
Merger speculation raises questions for Intel, AMD future
Recently reports have emerged that the Biden administration has proposed a controversial plan to bolster Intel by merging its chip design division with AMD's corresponding departments...
Tuesday 12 November 2024
Kai-Fu Lee: AI 2.0 is the third wave of tech revolution, slams current AI ecosystem as unhealthy
Amidst China's raging AI boom, Kai-Fu Lee, Chairman of Sinovation Ventures and CEO of 01.AI has gone on record criticizing the structure of the AI ecosystem while outlining where...
Tuesday 12 November 2024
India-based PC contract manufacturers reportedly receive few-than-expected orders despite incentive scheme
The Indian government launched an incentive scheme to encourage local production of PCs and notebooks. However, most beneficiaries under the scheme are reportedly struggling to receive...
Tuesday 12 November 2024
YTL Group turns to Wiwynn for AI data center orders amid Supermicro uncertainty
YTL Group, Malaysia's largest conglomerate, has reportedly redirected its AI server orders from Supermicro to Wiwynn, a Wistron subsidiary, amid growing market attention on Supermicro's...
Tuesday 12 November 2024
Foxconn treading carefully as Trump set to return to White House
With Donald Trump now set to return to the White House, industry players will be keenly watching his upcoming policies, given his previous strong-arm tactics and campaign rhetoric...
Tuesday 12 November 2024
Will ZT, Supermicro lose AI server orders? Experts say order transfer not easy
Recent negative media coverage of US AI server companies ZT and Supermicro, both Nvidia clients, has raised supply chain concerns. Sources suggest that transferring AI server orders...
Tuesday 12 November 2024
China subsidy programs boost short lead-time orders for home appliance chips
According to sources at IC design houses, China's subsidies aimed at boosting replacement demand have managed to generate short lead-time orders for household appliance application...
Monday 11 November 2024
Advantech expands North American operations to meet growing global market demand
Following Donald Trump's re-election, industry observers are monitoring potential policy impacts across sectors. Advantech, a global leader in industrial PC (IPC), announced it is...
Monday 11 November 2024
AI boom drives data center evolution and strains global energy grid
TSMC's earnings call for the third quarter of 2023 underscored a core message: "AI is Real." As AI demand surges, the expansion of data centers has become crucial. Nvidia CEO Jensen...
Monday 11 November 2024
Accton expands optical tech for AI data centers in 3Q24
Accton Technology, Taiwan's leading provider of data center switches and networking solutions, is significantly increasing its investments in optical communication technology to support...
Monday 11 November 2024
AI server demand soars as Quanta ramps up US expansion
Following Donald Trump's re-election as US President, concerns are mounting over potential new tariffs on the server supply chain. Mike Yang, EVP and GM of Cloud Computing at Quanta...
Monday 11 November 2024
India roundup: Trump's return expected to boost India's 2025 manufacturing prospects
The US presidential election results are expected to accelerate global supply chain relocation, benefiting India. India-based Sahasra Semiconductor is stepping up the talent hunt...
Monday 11 November 2024
Weekly news roundup: TSMC's Arizona milestone looms as global chip industry navigates political, technical crossroads
Semiconductor Week in Review (Nov 3 - 9): The semiconductor industry faces a transformative moment as TSMC readies its Arizona fab's politically-charged December opening and Intel's...
Friday 8 November 2024
Chicony Electronics eyes 2025 notebook replacement boom, post-election overseas adjustments
Benefiting from the continuous increase in market penetration of LED backlit keyboard modules, electronic components manufacturer Chicony Electronics reported continued revenue growth...
Friday 8 November 2024
Taiwan's semiconductors: key AI asset poised to withstand US political shifts
The resilience of Taiwan's semiconductor industry remains unwavering, even as the US undergoes political transition. This perspective was shared by Etron Technology Chairman Nicky...