The gaming OLED monitor recently launched by LG Electronics has reportedly sold out globally. Despite continuous production increases for said product, it remains "out of stock." The 31.5-inch UltraGear OLED gaming monitor is the world's first 4K OLED dual-mode gaming monitor. Since its launch, this monitor has been well-received by gamers in major markets like the US and Europe.
Although liquid cooling has become essential for AI servers, recent reports of leaks during testing show that the technology is still in its early stages, while highlighting concerns of liability and compensation if leaks do occur.
GadgeTek, an Acer Group subsidiary, has achieved robust sales in the US market after launching its flagship store on Amazon's e-commerce platform. In June, the company reported sales of 30,000 units, with over 10,000 items sold during Amazon's Prime Day, highlighting the robust demand for its products.
Players in the optical industry have been expanding factories abroad or purchasing new ones in Taiwan as demand for optical components has continued to rise from many different applications, while the concern of a potential land shortage is roaming within the industry's top management.
AI startup Tenstorrent, led by chip industry veteran Jim Keller as CEO, recently announced a new generation of AI hardware featuring the Wormhole Tensix processor equipped with RISC-V cores.
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.
Sources have revealed that Meta Platforms is considering acquiring a minority stake in EssilorLuxottica, the parent company of its Ray-Ban Meta glasses development partner, as it accelerates its development of smart glasses.
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.
In the small and medium-sized OLED panel sector widely used in smartphones, tablets, and other IT devices, Samsung Display (SDC)'s emphasis on the US market is increasing significantly. In 2023, the US market already accounted for more than half of SDC's overall revenue, offsetting the sluggish performance in the Chinese market.
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.
The rise of AI computing power has intensified the demand for higher Thermal Design Power (TDP), pushing traditional fan-based cooling solutions to their limits. As a result, liquid cooling solutions have garnered renewed attention, with industry leaders like NVIDIA acknowledging that the AI era will predominantly rely on liquid cooling technologies.
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.
The rapid deployment of AI servers by cloud giants is set to dramatically increase power consumption in the coming years. However, this technological advancement presents both challenges and opportunities in the realm of energy management. Anson Chiu, president of Lite-On Technology, recently shed light on this complex issue at the 2024 Innovation Forum, discussing the theme "Lighting up an Intelligent and Sustainable Island."
Delta Electronics is adapting to the emerging demands for "China+1" and "Taiwan+1" strategies amid geopolitical influences, making regional deployments a new global trend. Ping Cheng, chairman of Delta Electronics, stated that the company can maintain its development despite the deconstruction of the global labor division by strategically planning in R&D, production, and business.
Despite a decline in demand for devices like smartwatches in the first half of the year, Samsung remains hopeful that new products and marketing strategies will drive a turnaround in wearable device sales.
From Qualcomm to Microsoft, tech giants are launching marketing campaigns around AI PCs, promising to embed artificial intelligence features into notebooks and desktops. This strategic move is key to Qualcomm's re-entry into the PC processor market, marking an attempted comeback after a previous unsuccessful venture.
The supply of Universal Quick Disconnects (UQD) for liquid cooling solutions has become tight, which may become the main bottleneck for AI server liquid cooling growth, according to industry sources.
Nvidia continues to introduce downgraded versions of its AI and gaming GPUs for the Chinese market, which remains important to the US chip vendor, according to industry sources. New solutions customized for the Chinese market are expected to be released in the first quarter of 2025.
The latest survey shows that in the first quarter of 2024, shipments of 5G smartphones equipped with MediaTek's systems reached 53 million units, a significant 53% year-on-year increase.
South Korea's two major display manufacturers are optimistic about evolving market demands and are targeting the on-device AI OLED market. The next-generation "tandem OLED" technology boasts superior performance compared to previous OLEDs, drawing attention to its future development.
The automotive supply chain is grappling with persistent shipping delays and escalating freight costs, which have extended delivery times by about two weeks. Despite these challenges, Taiwan's leading auto parts manufacturer, Tong Yang, continues to demonstrate robust order and shipment momentum, highlighting the critical role of Taiwanese aftermarket (AM) parts in the global market.
At the "Galaxy Unpacked 2024" event held in Paris, France, Samsung Electronics not only introduced new foldable smartphone models but also showcased its AI-powered wearable ecosystem.
