Wednesday 20 September 2023
Space lab startups Axiom, Vellon Space, Yuri visiting Taiwan for partnerships, connected by TAcc+
To align with global space industry development trends and establish comprehensive solutions for Taiwan's space industry, Taiwan Accelerator Plus (TAcc+), a Taiwanese government-sponsored startup accelerator has formed cooperation with international accelerators and organizations to invite overseas SpaceTech startups to visit Taiwan for a whole month, starting August 15.
Wednesday 20 September 2023
Asia Supply Chain top 250 highlights new growth opportunities in EV and generative AI
With tensions between Washington and Beijing taking center stage, concerns emerged regarding the status of supply chains and the competitive landscape among various Asian countries. To gain a more profound understanding of this situation, DIGITIMES conducted the "Asia Supply Chain: ASC 250 Rankings," with a specific focus on the Asian ICT industry chain and an analysis of the operational performance of nearly 5,000 companies.
Wednesday 20 September 2023
Interview with Major-Power chairman Chin-Hsiang Yeh; discussing the company's venture into gaming keyboards
In recent years, Dutch gaming keyboard brand Wooting has gained significant popularity worldwide, praised by influencers and gamers for having far better craftsmanship and functionality compared to traditional gaming brands. The Hall sensor used in Wooting's products comes from the Taiwanese IC design house Major-Power.
Wednesday 20 September 2023
Server cooling solution demand from China CSPs rising; TaiSol to benefit
Because of the US chip ban and the shortage of Nvidia's GPUs, many China-based cloud service providers (CSPs) have turned to domestically produced chips with higher energy consumption that require stronger heat dissipation solutions, for their AI needs. This is thus bringing new business opportunities to China's local cooling solution providers, according to sources in the cooling solution business.
Tuesday 19 September 2023
International satellite service startups visit Taiwan's industry and academia as part of SMEA's TAcc+ program
The Taiwan Accelerator Plus (TAcc+) program is supported by the Small and Medium Enterprise Administration (SMEA). The 2023 International SpaceTech Startup Supporting Program aims to pair international SpaceTech startups with Taiwan's industries to promote collaborative innovation.
Tuesday 19 September 2023
Sales performance of iPhone 15 series in 2023: too early to tell
Analyses diverge on how well the overall sales for the iPhone 15 series will perform this year. Due to the unexpectedly high order amount and the fact that the series is still in the initial stages of mass production, it is still too early to reach a conclusion, say industry sources. Potential supply chain issues, restrictions from the Chinese government, and competition from Huawei could still steer the sales of the iPhone 15 series in different directions.
Monday 18 September 2023
Motherboard makers raise shipment targets as AI server demands soar
The semiconductor industry's correction period has already exceeded one year due to weak demand for smartphones and notebook computers. Nevertheless, there is a light at the end of the tunnel – applications created by generative AI are propelling robust growth for AI servers, but what comes as a surprise is the strong shipment growth seen by motherboard manufacturers.
Monday 18 September 2023
India-based PCB manufacturer plans to launch first made-in-India PC motherboard
Noida-based Sahasra Electronic Solutions, an affiliate with Sahasra Group, intends to launch the first made-in-India computer motherboard in November.
Monday 18 September 2023
Apple, Android diverge in approach to periscope technology
The iPhone 15 Pro Max comes with a 5x optical zoom-in capability, marking the first time in Apple's iPhone history and sparking discussions about whether Apple has started incorporating periscope lenses.
Friday 15 September 2023
Taiwanese civilian drone suppliers are tapping into the defense sector
At the Taiwan Aerospace & Defense Technology Exhibition (TADTE) 2023, drone technology has become the main features, as the war in Ukraine demonstrated how UAVs have come to dominate battlefield. The ongoing trend for militaries to tap into commercial solutions has become particularly evident in the military drone sector, where players previously engaged in the civil sector are now looking to enter defense supply chains.
Thursday 14 September 2023
Taiwan's ICT supply chain firms get ready for carbon neutrality as Apple Watch hits target
At the Apple Event 2023, the new Apple Watch product line was unveiled as the first-ever carbon-neutral product of the US consumer electronics giant and became one of the spotlights of the day. Originally, Apple was planning to reach the goal of 100% carbon-neutrality of its supply chain by 2030. Now with Apple Watch hitting the goal first, the supply chain partners of Apple's MacBooks, iPhones, etc., will have to get ready for the rigorous alignment.
Thursday 14 September 2023
AI server market to see sustained demand, says Quanta senior VP
Elton Yang, senior VP at Quanta and president of Quanta Cloud Technology (QCT), signals an unrelenting momentum in the AI server market and dispels concerns over any imminent demand drop-off. Yang underscores that the only pressing concern right now is the abundance of orders and a concurrent scarcity of GPUs. However, he optimistically predicts that the supply-demand imbalance will gradually ease by 2024.
Thursday 14 September 2023
Universal USB-C requirement boon to Taiwan supply chains
As expected, Apple has adopted the USB Type-C port for all devices in its iPhone 15 lineup. According to supply chain sources, due to the European Union (EU) requiring all electronic devices, including smartphones, to use a common charging standard, Apple has decided to switch from its proprietary Lightning port to USB-C in its latest iPhone update. For suppliers of USB-C connectors and cables, this marks another golden opportunity.
Wednesday 13 September 2023
Memory module houses to gain from NAND price rally
A recent supply-driven rally in NAND flash prices will allow memory module manufacturers to profit from previously accumulated low-price inventory, according to industry sources.
Wednesday 13 September 2023
China's lithium battery firms set up shop in the US despite IRA 2022
The tax incentives of the US Inflation Reduction Act of 2022 (IRA) are luring lithium battery supply chains to swiftly set up shop in the country, gradually disrupting the initial natural monopoly led by Korean lithium battery giants and US automakers. Notably, Chinese manufacturers are making significant inroads.
Tuesday 12 September 2023
Quantum startup IonQ seeks scale-up and control solutions in Taiwan to overcome challenges
Quantum computing, often considered the next frontier in computing technology, has garnered immense attention in recent years. While giants like Google and IBM have made significant strides in the field, another player, IonQ, is making waves with its unique ion trap approach to quantum computing.
Monday 11 September 2023
Rapidtek exploits high-frequency antenna opportunities with mmWave solutions
Rapidtek, a wireless RF testing firm, teamed up with global partners at SEMICON Taiwan 2023 to exhibit mmWave communication measurement solutions and capitalize on high-frequency antenna prospects.
Friday 8 September 2023
Inventec steps up automotive electronics deployment
Inventec has five certified production bases dedicated to automotive product manufacturing, enabling the company to establish a presence within the supply chains of automobile vendors based in Europe, the US, and China, according to Lino Li, VP of the company's automotive business unit.
Thursday 7 September 2023
China's TCL successfully develops own SoC for high-end TVs
In the high-end OLED TV market, the importance of TV semiconductor technology continues to increase. Recently, not only has LG Electronics made market differentiations with its own TV system-on-chip (SoC) and image upscaling technology, but the Chinese TV vendor TCL has also completed in-house development of SoC for its TVs, drawing attention from various sectors.
Thursday 7 September 2023
Delta to expand factory site in China
Delta Electronics has announced plans to invest approximately CNY1.45 billion (US$199.2 million) in the expansion of its industrial site in Chongqing, China by adding a new facility.
Thursday 7 September 2023
South Korea focuses on domestic production of materials and components, despite rare R&D budget cuts
The South Korean Ministry of Trade, Industry, and Energy (MOTIE) has allocated a budget of KRW11.22 trillion (approximately US$84.9 billion) for the year 2024. Based on President Yoon Suk-yeol's principle of "sharing wealth among all," while the research and development budget has decreased, there are budget increases in areas such as nurturing advanced industries like semiconductors, revitalizing the nuclear energy ecosystem, and enhancing export momentum.
Thursday 7 September 2023
Restructuring expected in global industrial robot market due to Midea's acquisition of Kuka
After China-based Midea Group acquired a 100% stake in the Germany-based robotics giant Kuka, the industrial robotics industry is expected to experience a reshuffle.
Thursday 7 September 2023
PC industry to hit bottom in 3Q23, says Foxconn chairman
Young Liu, chairman of Foxconn (Hon Hai Technology Group), has expressed optimism in business in the fourth quarter of 2023, saying it will be definitely better than that in the third quarter.
Wednesday 6 September 2023
Corning said to build bendable glass plant in South Korea, targeting mobile, automotive apps
US-based specialty glass supplier Corning reportedly plans to invest KRW 2 trillion (US$1.5 billion) to set up a bendable glass manufacturing plant in South Korea, targeting immense business opportunities from mobile phones, IT and automotive applications.
Wednesday 6 September 2023
Optical component maker GSEO awaits recovery in smartphone market while also exploring other markets
As we enter the last month of the third quarter, Apple's highly-anticipated annual product launch event is on the horizon. With the iPhone 15 Pro Max set to be equipped with a periscope lens for the first time, the market hopes that this massive camera upgrade will have a positive impact on smartphone production and sales.
Global wafer foundry industry analysis and forecast, 2022
Global server shipment forecast and industry analysis, 2022
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research