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Tuesday 15 June 2021
ASC 100: Long-term changes to top 20 suppliers in six Asian countries are worth watching
Countries in Southeast Asia and South Asia stand a chance of becoming rising stars in the midst of supply chain shifts and the move toward shorter supply chains and localization. Four Indian firms and one Indonesian firm entered Digitimes' Asia Supply Chain 100 (ASC100). By region, Tata Motors at No. 22 in ASC100 is the champion in Southeast Asia and South Asia, followed by Indonesia's Astra International (No. 68) and India's Mahindra & Mahindra (No. 69), Maruti Suzuki (No. 74) and Motherson Sumi (No. 89). ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: Only six semiconductor companies make top 100, but lead well in average profit and market value
Companies in the "tech products and equipment" and "automotive manufacturing" sectors account for half of the Digitimes' Asia Supply Chain 100 (ASC 100) list, but semiconductor firms well lead the list in both average profit and average market value. ASC 100 is a newly released reseach on Asia's top 100 tech firms. ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: TSMC, Samsung lead in market value; semiconductor, EV sectors gaining traction
Benefiting from the US-China tech war and sharp chip shortages following the pandemic outbreak, and with automotive clients competing for foundry capacity support, the entire semiconductor industry is poised to enjoy robust order momentum through 2022, allowing semiconductor stocks to gain traction in the market. TSMC and Samsung Electronics, now the world's only two companies able to commercialize sub-7 nm foundry nodes, have been in a two-horse race for grabbing the crown in the Digitimes' Asia Supply Chain 100 (ASC 100) research, ranking first and second, respectively, by market capitalization in 2020. ASC 100 is a study based on the companies' revenues, profit and market cap that will be renewed annually.
Tuesday 15 June 2021
ASC 100: Digitimes identifies 3 major trends that will reshape global supply chains
Digitimes, an Asia-based premium source of tech supply chain information, undertook a six-month study on the financial reports of 4,725 publicly listed corporations across 11 countries in Asia and compiled its first annual report on the top 100 Asian suppliers - Asia Supply Chain 100 (ASC100) in 2021. Released on June 15, the report contains the rankings among Asia's top 100 suppliers along with a look into supply chain trends and an analysis on the competitiveness of Asian countries. Digitimes plans to release updated statistics on an annual basis going forward and keep track of the changes in the rankings among Asia's high-tech suppliers in the long run.
Tuesday 8 June 2021
Foxconn sees revenues rise on year in May
Foxconn Technology Group (Hon Hai Precision Industry) has reported May consolidated revenues of NT$455.03 billion (US$16.27 billion), down 9.1% on month, but up 17.6% on year, with the amount for the first five months of 2021 reaching NT$2.29 trillion, up 35.42% on year.
Tuesday 8 June 2021
Accton production capacity unaffected by infections
Networking device maker Accton Technology has said that operation of its plant in Chunan, northern Taiwan, has remained normal after 12 employees of the plant were confirmed COVID-19 cases as of June 7.
Tuesday 8 June 2021
Apple advances privacy measures in new operating systems
Apple has previewed new privacy protections in iOS 15, iPadOS 15, macOS Monterey, and watchOS 8, which help users better control and manage access to their data.
Monday 7 June 2021
Taiwan eyes LEO satellite business opportunity
With parts of government budgets and resources for space development to be given to companies in Taiwan's ICT industry after the passing of Space Development Law, development of low-Earth-orbit (LEO) satellite equipment, where ICT makers having the most experience in, looks promising.
Thursday 3 June 2021
Supermicro gearing up for capacity expansion in Taiwan
US-based server maker Supermicro expects to complete constructing a new plant at its manufacturing site in Taoyuan, northern Taiwan, in July 2021. Once the facility comes online, the company will be capable of rolling out one million sets of server products annually.
Wednesday 2 June 2021
Micron intros 176-layer NAND, 1α DRAM technology
Micron Technology has unveiled memory and storage innovations across its portfolio based on its 176-layer NAND and 1α (1-alpha) DRAM technology, as well as what the company claims is the industry's first Universal Flash Storage (UFS) 3.1 solution for automotive applications.
Wednesday 2 June 2021
AMD presents 3D chipset developed jointly with TSMC
AMD at the ongoing Computex 2021 talked about its 3D chipset processor developed jointly with TSMC, which provides its 3D silicon stacking and advanced packaging technologies.
Tuesday 1 June 2021
Nvidia partners unveil new servers featuring BlueField DPUs
Several of the world's first-tier server manufacturers has announced at Computex 2021 their new systems powered by Nvidia's BlueField-2 data processing units.
Tuesday 1 June 2021
Computex 2021 kicks off month-long virtual show
Computex 2021 kicked off on May 31, with firms presenting their latest innovations and products in a month-long virtual tradeshow.
Monday 31 May 2021
Acer non-PC business booming
Acer has seen its non-PC business grow significantly recently along with its booming PC sales, according to company chairman Jason Chen
Monday 31 May 2021
IPC makers to see strong post-pandemic demand for self-service kiosks
Taiwan's IPC makers including Ennoconn, Posiflex Technology and Flytech Technology are poised to embrace strong demand for self-service kiosks in the post-pandemic era, especially in the US and Europe.
Friday 28 May 2021
Taiwan IC design houses see orders pick up for servers
Chip orders for servers and datacenters have started picking up, according to sources at Taiwan-based IC design houses, which expect the orders pull-in momentum to carry on through the first half of 2022.
Friday 28 May 2021
Delta Thailand pushing robot business
Delta Electronics (Thailand) is developing robots for precision assembly and hazardous environments, and for safety reasons, the company's automation development is mainly heading toward the directions of reducing malfunctioning and waste of materials, and improving production efficiency, according to company president Jackie Chang.
Thursday 27 May 2021
Vietnam mobile e-commerce to reach US$7 billion in 2021 revenues
Revenues generated from Vietnam's mobile e-commerce industry are expected to reach US$7 billion in 2021 revenues and will surpass those of the desktop e-commerce sector in 2022, according to data from Vietnam-based mobile platform provider Appota.
Thursday 27 May 2021
Ennoconn aiming at revenue growth every quarter in 2021
IPC maker Ennoconn, a subsidiary of Foxconn, is seeking to achieve revenue growth every quarter in 2021, driven by its smart retailing, smart gambling and smart manufacturing applications.
Wednesday 26 May 2021
Highlights of the day: Supply chain gears up for new iPhones
Apple's supply chain is gearing up for the upcoming iPhones. Apple is expected to adopt flexible AMOLED for all of its next-generation iPhones to be launched later this year and will outpace Samsung to become the top buyer of AMOLED smartphone displays this year. TSMC has kicked off production for the A15 processors. Meanwhile, chip shortages are expected to undermine server production at ODMs through the end of the year.
Wednesday 26 May 2021
Taiwan IT firms slowing production diversification amid resurging pandemic
Taiwan-based IT companies have continued to diversify their production bases to counter the impact of the ongoing COVID-19 pandemic and US-China trade disputes, but has slowed their paces recently amid the resurging pandemic in Southeast Asia, India and Taiwan, according to industry sources.
Wednesday 26 May 2021
Server ODMs see shipments disrupted by chip shortages
Server ODMs have seen their shipments disrupted by the shortages of power management ICs, network switches, and other chips and components, which are unlikely to ease until the end of this year, according to industry sources.
Tuesday 25 May 2021
FII, Luster LightTech form JV to develop inspection and machine vision products
Foxconn Industrial Internet (FII), an industrial IoT arm of Foxconn Technology, has announced plans to form a joint venture with China-based Luster LightTech to develop automated inspection equipment and machine vision products.
Tuesday 25 May 2021
Microsoft to open Taiwan datacenter by early 2022
Microsoft is poised to open its datacenter in Taiwan at the end of this year or early 2022, according to industry sources.
Monday 24 May 2021
Solidworks expects surging sales from cloud computing business in 2021
Solidworks, a developer of 3D engineering CAD software under Dassault Systemes, expects its sales from cloud computing-related businesses in 2021 to surge 6- to 7-fold from a year ago, with the releases of its new cloud computing design, simulation and data management tools, according to company CEO Gian Paolo Bassi.