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Thursday 28 March 2024
Carmakers' shift from EV-only to EV-first will influence parts supply chain
In 2020, the rapid growth of EV sales, especially Battery EVs (BEVs), and market share prompted European automakers to develop chassis dedicated to BEVs.
Wednesday 27 March 2024
DNP to supply photomasks to Rapidus for 2nm chips in 2027
Japan-based semiconductor material provider Dai Nippon Printing (DNP) will supply Rapidus with the photomasks for 2nm chips after mass production, scheduled for 2027.
Tuesday 26 March 2024
Samsung likely to solely supply 12-layer HBM3E to Nvidia as early as September
Reports suggest that Samsung Electronics may soon become the sole supplier of 12-layer HBM products for Nvidia.
Tuesday 26 March 2024
Taiwan-based supply chain confirms production cuts at Tesla's Shanghai plant
With Tesla rumored to be slashing production at its Shanghai plant, sources in the Taiwan-based supply chain note that production has been delayed, but overall impact will be limit...
Tuesday 26 March 2024
Supply-side resource balancing issues to plague AI server supply chain
Despite Nvidia CEO Jensen Huang's commitment to meeting all customer demands, supply-side resource balancing difficulties will pose challenges for the AI server industry supply chain,...
Monday 25 March 2024
Exclusive: Taiwan supply chain helps Micron to achieve early HBM3E mass production
Support from Taiwan's supply chain was behind US memory IDM Micron's successful mass production of its latest-generation high bandwidth memory (HBM) product – HBM3E –...
Friday 22 March 2024
Time to invest in Taiwan's drones as flying taxis become boring
Air taxis are set to become part of everyday life.
Thursday 21 March 2024
Hackers can turn your EV into a deadly weapon
Just when you thought it was safe to get back in the EV.
Thursday 21 March 2024
Electricity and labor supply key considerations, as Taiwan-based companies relocate production to Vietnam, India
Geopolitical tensions have led to the rise of Vietnam as a manufacturing hub, yet production there has often been hampered by power grid instabilities and labor shortages.
Wednesday 20 March 2024
Generative AI will bring in a decade-long golden age for Taiwanese supply chain, says DIGITIMES VP
DIGITIMES Vice President Eric Huan Huang says despite the potential for AI development to become overinflated, there are significant growth opportunities in the future for AI appli...
Wednesday 20 March 2024
Qualcomm sees PC supply chain support in AI PC efforts
After Qualcomm announced its Snapdragon X Elite PC platform with its custom Oryon architecture in 2023, market watchers have shown skepticism and optimism in the company's AI PC ef...
Monday 18 March 2024
Taiwan strengthens satellite comms in preparation for war
Taiwan's Chunghwa Telecom signed a satellite deal with UK government-invested OneWeb.
Friday 15 March 2024
Nvidia and OpenAI's legal battle over AI data use sparks debate over data supply chain regulation
Following the allegations against OpenAI, Nvidia is now also under fire for training its model by using the works of creators without permission.
Friday 15 March 2024
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
The US has a devastating not-secret plan to beat Huawei once and for all.
Thursday 14 March 2024
China-based Xingdong-Semi signs MoU with ST to secure SiC supply
As EVs continue to drive semiconductor demand, China-based Xindong Semiconductor Technology announced on March 13 that it had signed an MoU with STMicroelectronics. The agreement...
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Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research