Nvidia has placed orders with TSMC for its China-bound AI processors that necessitate SHR (Super Hot Run). The commencement of fulfillment is planned for the first quarter of 2024, according to industry sources.

Kingston Technology has announced plans to form a joint venture (JV) with fellow Chinese memory module company Longsys Electronics. The JV will operate independently, with a focus on the Chinese market.

Weak demand in the market is not preventing Taiwan-based passive component makers from expanding overseas capacity, with Southeast Asia being a major destination for their new plants.

The Information Technology and Innovation Foundation (ITIF) released a report, "The Hamilton Index, 2023: China is Running Away With Strategic Industries," saying that China led in seven out of ten industries that the Hamilton Index deemed strategically important, except for IT and Information Services, Pharmaceuticals, and Other Transportation, three industries led by the US.

According to new data from the IDC Worldwide Semiannual Public Cloud Services Tracker, worldwide revenue for the public cloud services market totaled US$315.5 billion in the first half of 2023, an increase of 19.1% over the same period in 2022.

The largest shareholder in South Korean ultra-thin glass (UTG) provider Dowooinsys is no longer Samsung Display (SDC). The industry interpreted that this change is not only affected by the competitive relationship between Samsung Electronics (Samsung) and SDC but is also related to Dowooinsys' technological capabilities not being able to meet Apple's expectations.

As 2024 is shaping up to be a crucial year for foldable smartphones, the competition between Chinese brands has grown increasingly vitriolic as Xiaomi and Huawei recently engaged in a war of words regarding patents for hinges, a key component in foldables.

On December 6, Google unveiled its large language model (LLM) Gemini, intending to integrate it into various Google products and services. DIGITIMES Research believes that integrating Gemini Nano into Android will expand the range of products offering on-device generative AI, from flagship models to mid-to-high-end devices, within 2-3 years, and help address the fragmented on-device AI within the Android ecosystem.

Amid the worldwide transition towards renewable energy, Fortune Electric, a Taiwan-based manufacturer specializing in power transformers and distribution boards, has emerged as a key player in shaping Taiwan's energy landscape and contributing to the global shift.

The Indonesian government took another measure to foster a local EV supply chain. Carmakers that plan to make EV investments in the country will be exempted from import duties and some other tax for their built-up vehicles. The government also delayed deadlines requiring companies to increase local content in their EVs.

Sales data from Japan's vehicle associations showed EV sales volume is decreasing in the country and continues to account for a low market share in new car sales. The situation in Japan is dramatically different from those in China, Europe, and Thailand, where EV markets are booming.

The NXP S32G3 vehicle networking processor, which is being utilized in high-end electric vehicle (EV) models released by a Chinese automaker, will be used in Hon Hai Precision Technology's (Foxconn) Model B series, according to industry sources.

The COP28 climate summit has just wrapped up in Dubai, shedding light on two significant trends. The focus is on renewable energy, and the role of AI and machine learning in ESG and climate solutions is gaining prominence. Specifically in the realm of chipmaking, AI is being leveraged to fast-track research on novel materials, streamline circular economy practices, and enhance the efficient use of energy, water, and waste.

The Chairman of New Green Power, Leo Seewald, and CEO Gavin Tan expressed that despite enjoying broad support from various political parties in Taiwan, green energy has become a contentious issue, particularly in the context of the upcoming 2024 Taiwanese presidential election. Even though solar power is the most convenient and cost-effective means of generating electricity, it has unfortunately turned into a political pawn, significantly derailing numerous solar projects. For New Green Power, this has resulted in a delay of around 70% of their annual system targets.

LG Energy Solution is said to have shifted its focus to 46-series battery cells, which are 46mm in diameter. Industry sources in South Korea said the battery maker is working on a project to produce 46-series cylindrical cells at its Nanjing plant in China.

After LG Display (LGD) appointed new CEO Jeong Chul-dong, he initiated a voluntary retirement plan to reduce staffing. Then, he established a new Strategic Customer (SC) division for the small-size OLED business. Since LGD's SC division primarily caters to Apple, many are paying close attention to the company's next moves.

China-based panel manufacturer BOE has recently revealed plans to invest CNY 63 billion (US$8.8 billion) in constructing an 8.6th generation (2,290×2,620mm) IT OLED panel line. Based on glass substrate input, the monthly production capacity is 32,000 units, with a two-stage construction timeline spanning 2 years and 10 months. This move aligns with the broader trend of major players, including LG Display and others, investing in 8th-generation OLED panels within the Apple supply chain, potentially reshaping the landscape of high-end IT display panels.

As IT companies expand the application of Micro LED products, Micro LED may reshape the display market. In particular, the recent collaboration between Taiwan and South Korea is expected to lessen the competitive pressure from Chinese display manufacturers, a development that is closely followed by the industry.