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Memory module maker Apacer warns 2027 DRAM supply could fall 70%

Energy storage unicorn expands in Baotou as China's industry chain accelerates integration

Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products

China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises

Optics remain hardest technological hurdle for smart glasses, says Jorjin chairman

Smart glasses with color displays could enter mass production by 2028

China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused

Taiwan urged to move beyond hardware role in AI glasses race

Commentary: Taiwan's tech giants stuck between Beijing and Taipei's defense push

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Could Nvidia reshuffling of Asia’s AI map weaken Taiwan supply chain's dominance?

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Panel supply chain earnings calls spotlight transformation and new businesses

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LG's 600kW CDU wins Nvidia validation and North American CSP project

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BOE shifting away from low-price competition

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Samsung and SK Hynix seek workarounds as semiconductor equipment lead times double

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NEWS TAGGED IT MANUFACTURERS

Friday 10 February 2023

Labor shortages in non-Chinese markets push IT manufacturers to adopt automation

Labor shortages further exacerbated by the pandemic are pushing IT manufacturers to accelerate the building of automated production lines, according to sources from the upstream supply...

Research Report Database

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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