Leading ODM Compal Electronics has been accelerating the implementation of its ONE+N project, announced in 2023 to achieve net zero in the supply chain. Within two years of the project's launch, the company aims to complete greenhouse gas audits across 34 suppliers and achieve a total reduction in carbon emissions of 10,000 tonnes among 10 suppliers, or the equivalent carbon offset of 26 Da'an Forest Parks.

As Narendra Modi enters his third term as India's Prime Minister, the country is reportedly expected to adopt a somewhat softer stance on its economic ties with China by easing its stringent regulations, at least to some extent.

A high official of the US Agency for International Development (USAID) has recently urged Mexico to significantly increase investment in its semiconductor industry over the next two years to maintain its competitiveness against neighboring countries for the US' nearshoring opportunities.

Taiwan's National Science and Technology Council (NSTC) is betting big on sports technology as a key driver of economic growth. The council aims to cultivate a robust industry capable of generating NT$1.3 trillion (US$39.65 billion) in annual revenue by 2030.

Under the current geopolitical climate, the trend toward localized production is set to continue for some time. Yet Hon Hai Precision (Foxconn) is seemingly bucking the trend, instead increasing its investments in new businesses in China. What factors lie behind this decision?

The strong growth momentum in cloud service providers' (CSPs) AI server investments is set to continue since the risk of under-investment still far outweighs over-investment, said Alphabet CEO Sundar Pichai, during the Google parent company's latest earnings call.

Observers believe that US President Joe Biden's decision to forgo his re-election bid will undoubtedly boost Donald Trump's chances of returning to the White House. This could likely lead to a continuation of Trump's tough stance on China, potentially accelerating the reorganization of global supply chains and the deployment of regional production bases. Such developments may benefit Taiwan's struggling machinery industry.

AI PCs are not just a passing trend, according to Acer COO Jerry Kao. He believes that AI will drive PC purchases among consumers who weren't previously considering an upgrade, as well as motivate current PC users to update their systems.

The prime season for the stocking of new products is rapidly approaching, and the outlook for Taiwan's export orders is optimistic, market sources believe.

In the latest budget, India reduced import taxes for smartphones and components, as well as 25 critical metals to develop local manufacturing ecosystems. India also increased import tariffs on PCBAs for telecom equipment to discourage imports.

Recent rumors suggest that Apple is conducting research and development for its first "foldable iPhone," with a potential release targeted for 2026. Industry sources believe that if Apple officially enters the foldable smartphone market, it could pose a significant challenge to current market leader Samsung Electronics while also potentially expanding the overall market.

Composite materials are gaining significant momentum across various industries, particularly in aerospace, automotive, and offshore wind energy sectors. Renowned for their high strength, lightweight properties, and corrosion resistance, these materials offer compelling advantages.

TSMC's high-performance computing (HPC) revenue share continued to rise in Q2 2024, boosting overall performance. Although Samsung Electronics aims to increase its HPC sales proportion, its growth rate lags behind TSMC, potentially widening the market share gap in wafer foundry services.

A day before India unveils its Union Budget for the current fiscal year, the country is seeing increasing value addition in the global supply chain, exemplified by the rising iPhone manufacturing capacity.

Taiwan's ICT supply chain believes that regardless of the outcome of the upcoming US presidential election, trade tensions between the US and China will not improve.

Apple's (Apple) Mixed Reality (MR) device, the Vision Pro, has gradually entered more markets, including China, Japan, Singapore, the UK, Canada, and Australia.

Catcher Technology, a specialist in notebook chassis and a supplier of Apple's MacBooks, is involved in insider trading, according to sources with knowledge of the situation in Taiwan.

L&T is expanding its semiconductor business, which may go beyond IC design. Acer will leverage brand licensing to cultivate the Indian market and support the Make in India initiative.

Samsung Electronics is making significant strides with its next-generation mobile application processor, the Exynos 2500. Despite initial reports of low yield rates, recent industry updates suggest substantial progress. The success of this chip could be a turning point for Samsung's wafer foundry and System LSI businesses, particularly if it secures a place in the Galaxy S25 series smartphones.

Fanuc America, a subsidiary of Japan-based Fanuc, has completed construction of its new West Campus facility in Auburn Hills, Michigan. This marks Fanuc's second US facility since 2019 and underscores its commitment to bolstering North American investment. The expansion aims to meet the surging demand for factory automation, particularly within the automotive assembly sector.

As the ICT and semiconductor markets recover, semiconductor material equipment supplier Wah Lee has experienced double-digit growth across its core businesses. Amid strong pull-in momentum in the smartphone and automotive electronics markets, production capacities at the company's main clients have reached their limits, and utilization rates at foundries in China and Taiwan have also increased.

Demand for smartphones and other consumer electronics is on the rise, prompting device assemblers such as Hon Hai Precision Industry (Foxconn) and Luxshare Precision Industry to prepare for a recovery period.

Generative AI continues to fuel global server business potential spreading like wildfire. Taiwanese manufacturers dominate the global AI server assembly industry, representing as much as 90% of it. This is due to their exceptional skills in server design, research and development, and contract manufacturing. Taiwan is the primary recipient of this market dominance.

To expedite investments and establish a local electronics manufacturing ecosystem, India reportedly plans to speed up visa issuance for Chinese engineers and clarify the conditions under which Chinese investments will be allowed.

By 2050, the market anticipates a staggering proliferation of IoT devices, driving exponential growth in big data. Schneider Electric predicts a future where IT architecture evolves towards high-density setups, boasting powerful computing capabilities in compact spaces. This transformation will introduce novel approaches, including innovative cooling systems for data centers.