In the fiercely competitive automotive aftermarket (AM), manufacturers must maintain diverse product lines to meet customer demands while securing certifications to ensure quality. Despite these challenges, Taiwan’s AM supply chain continues to influence the global industry significantly, with Gordon Auto Body Parts at the forefront.

According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks. Mizuho’s predictions are grounded in the recent developments at King Yuan Electronics, which has announced an increase in capex in response to the growing demand for AI chips. It is anticipated that GB200 production will accelerate throughout 2024.

China’s domestic CPU industry is experiencing rapid growth amidst intensifying US-China technological competition. At the forefront, Phytium announced that it has shipped over 10 million CPUs, setting a significant milestone in the evolution of China’s semiconductor industry.

Taiwan’s wafer foundry industry is estimated to achieve revenues of US$120 billion in 2025 with demand from advanced manufacturing processes still strong and mature process prices to slip.