PCB and CIS supply chain manufacturers are expected to see explosive orders for the iPhone 16, Apple's first AI smartphone module equipped with the A18 chip, as the peak season for iPhone shipments approaches.

Intel has unveiled a cost reduction plan involving significant layoffs, substantial cuts in operating expenses, and a sharp reduction in capital expenditures (capex). The announcement comes as the company projects a weak financial outlook. Intel plans to ramp up in-house chip manufacturing and decrease its reliance on outsourcing to TSMC in 2026.

China Resources Microelectronics (CR Micro) plans to hike pricing for power MOSFET and IGBT chips to reflect its fully utilized fab capacity, according to industry sources.

As the US presidential election 2024 heats up, it's impacting geopolitical changes at many levels. However, the notebook supply chain points out that while there's an increase in customer inquiries, there are no concrete actions yet. The supply chain indicates the main issue is the limited growth of the overall notebook market. Manufacturers are producing, but no one is operating at full capacity.

At a recent earnings conference, Ping Zheng, CEO of Delta Electronics, announced that the company's AI server liquid cooling products will start shipping in the third quarter.

Amazon's AWS division continued to gain momentum despite reporting lower-than-expected revenue. The company plans to boost its capital expenditures to accommodate the growing demand for AI-driven cloud services.

Epitaxial wafer manufacturer LandMark Optoelectronics expects its product mix improvement to drive revenue and profit growth in the third quarter, as US silicon photonics customers begin to pull shipments of 800G (Gigabits per second) or even 1.6T (Terabits per second) networking solutions targeting AI applications and data centers.

India's smartphone shipments fell by 2% last quarter, with the premium segment surging. MediaTek led the chipset market with a 54% share, while Qualcomm maintained dominance in the premium tier with a 33% share.

The US presidential election has injected fresh uncertainty into global supply chains. Taiwan broadband communication equipment maker Sercomm's chairman James Wang warns that companies must diversify their manufacturing footprint to mitigate risks, a costly strategy that increases inventory and lowers factory utilization.

Toyota's Indian joint venture has signed a Memorandum of Understanding (MoU) to establish a new low-emission vehicle plant in India. This move aligns with the growing trend of Japanese companies boosting investments in the South Asian country.

SiC chip prices in China are expected to fall by as much as 30% in the next two years, according to industry sources.

In the 2010s, the automotive industry ventured into touch control interfaces, with pioneers like Tesla, Mercedes Benz, and Nissan leading the charge. However, with the European New Car Assessment Programme (Euro NCAP) revising its vehicle safety assessment standards, automakers are beginning to reconsider and even reduce touch control interface applications.

The meteoric rise of generative AI is reshaping the tech landscape, but it's also straining power grids and raising environmental concerns. As data centers proliferate to meet the demands of AI computing, tech giants are scrambling for sustainable solutions to an increasingly urgent problem.

Taiwan Fertilizer Company (TFC) is accelerating its industrial transformation by forging new partnerships with major international firms from Japan and South Korea, focusing on ammonia energy collaborations.

Taiwan is riding high on the artificial intelligence (AI) wave, with AI capabilities now equating to national strength. However, the AI industry is notably power-hungry, raising concerns among many businesses about the adequacy of Taiwan's electricity supply. From a corporate perspective, any electricity bottleneck would severely hinder Taiwan's technological advantages.

Taiwan has established a new Defense Innovation Unit (DIU) to accelerate the integration of drones and Artificial Intelligence (AI) systems into its military strategy. This unit, modeled after the US DIU, will bridge the gap between civilian technological advancements and their applications in the defense sector.

Nikon Corp. is fielding interest from defense and aerospace companies in the US for its metal 3D printers, according to the Japanese precision equipment maker's president.

Taiwan has established an R&D initiative akin to the US Department of Defense's Defense Innovation Unit (DIU). This initiative serves as the matchmaker between the military procurement office and the private sector, such as research institutions and startups supplying innovative technologies.

Taiwanese panel giant AUO is undergoing a significant transformation to diversify its business and reduce reliance on the cyclical display panel market. The company is focusing on three core operating structures: smart mobility solutions, vertical solutions, and display technology.

LG Display (LGD) is expected to become the second supplier of OLED panels for Apple's iPhone SE4, slated for release in the first half of 2025. Samsung Display (SDC) will focus primarily on the high-end iPhone 16 series.

E Ink Holdings (E Ink) and Himax Technologies (Himax) have jointly unveiled the next-generation color e-paper timing controller, an ASIC T-Con named T2000.