The production volume of Nvidia's H100 and H200 GPUs has been increasing monthly, potentially driving growth for companies in the server industry chain.
Zhen Ding Technology, a Taiwan-based flexible PCB and IC substrate supplier, has seen the development of its new plant in Thailand progress more smoothly than anticipated. The plant...
The New York Times recently published a piece expressing concern about the delay in the start of chip fabrication and sale at TSMC's Fab 21 in Arizona, despite the project...
TSMC has been placing large volumes of orders for production equipment and factory engineering projects in support of its fast capacity expansion, dispelling skepticism about the...
Keystone Microtech's important product lines in the second half of 2024 have been selling at a satisfactory rate and show signs of inventory replenishment, according to the company's...
China's leading foundries, SMIC and Hua Hong Semiconductor, have seen their newly added 12-inch production capacity fully utilized, absorbing a surge in domestic orders.
Samsung Display (SDC) is reportedly collaborating with Microsoft to develop and supply OLED on Silicon (OLEDoS) for the next generation of Mixed Reality (MR) devices.
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...
Advanced Micro-fabrication Equipment (AMEC), a China-based semiconductor equipment manufacturer, has emerged as a formidable competitor to Applied Materials, Lam Research, and other...
Recently, smart manufacturing has been singled out as the most promising avenue in the generative AI market, especially for manufacturing powerhouses like Taiwan. However, while the...
Thailand, a key automotive hub in Southeast Asia, is undergoing a significant shift towards electric vehicles (EVs). Driven by government incentives, many Chinese companies are entering...
Apple's first OLED iPad will feature panels supplied by LG Display (LGD) and Samsung Display (SDC). However, recent reports indicate a shift in the supply chain dynamics, with SDC...
Approaching the final quarter of 2024, major PCB and IC substrate manufacturers are expanding operations in Southeast Asia to reduce dependence on Chinese production. Needless to...
Taiwan-based I-Chiun Precision Industry has entered the AI supply chain with heat spreaders and is poised to ramp up shipments of new heat dissipation solutions in the second half...
