US tariff expansion to Southeast Asia alarms automotive supply chain
The automotive supply chain is increasingly worried about the potential expansion of US tariffs to Southeast Asia.
20
Dec
20
Dec
Humanoid robot competition heats up as Tesla, Nvidia enter the fray
TSMC chairman C.C. Wei recently relayed Tesla CEO Elon Musk’s view that Tesla should bet its future on multifunctional robots instead of electric vehicles. This echoes Nvidia CEO Jensen Huang’s recent comments highlighting humanoid robots as one of the few robot categories suitable for high-volume manufacturing.
20
Dec
Edge AI deployment to drive industry growth in 2025, says Etron chairman
The edge AI computing sector reached a crucial maturity milestone in 2024, with 2025 expected to witness large-scale edge AI implementation, according to Etron Technology chairman Nicky Lu.
20
Dec
Kioxia IPO stirs tension in South Korean memory market
The world’s third-largest NAND flash manufacturer, Kioxia, has officially gone public in Japan, securing funding for investments in artificial intelligence (AI) semiconductor technologies. This move has drawn close attention from major South Korean companies Samsung Electronics (Samsung) and SK Hynix.
20
Dec
Nvidia fends off rising tide of ASIC challengers in AI chip arena
Nvidia faces growing competition from ASIC chip developers, as Broadcom, Google, and AWS advance their development efforts in AI chips, according to industry sources.
20
Dec
The US government releases first-ever quadrennial supply chain review
The White House issued what it describes as the inaugural Quadrennial Supply Chain Review on December 19, 2024, which the incumbent Biden-Harris Administration says represents its efforts to strengthen economic security and build resilient supply chains.
20
Dec
SK Hynix lands US$458 million CHIPS Act grant
The US Department of Commerce has awarded SK Hynix a grant of up to US$458 million under the CHIPS and Science Act (CHIPS Act), supporting the company’s efforts to strengthen the AI supply chain in the US. The funding will support the establishment of a research center in Indiana focused on next-generation high bandwidth memory (HBM) and advanced packaging R&D.
20
Dec
Brace for lengthy inventory correction: Chinese solar giants halt expansion plans amid market glut
Leading Chinese solar manufacturers, including Longi Green Energy Technology, Trina Solar, and JA Solar, have been forced to delay their production capacity expansions as they grapple with severe market oversupply.
20
Dec
As ASIC players hunt Nvidia, TSMC reaps the benefits
Broadcom’s stellar performance and outlook have energized the ASIC market, prompting numerous companies to enter the AI chip arena. The industry sentiment has shifted from overwhelming support for Nvidia to optimism about ASIC chips driving the next wave of AI demand. Cloud service providers are already working to reduce their dependence on Nvidia, as the surge of ASIC developers threatens to disrupt Nvidia’s AI chip dominance and intensify competition for AMD.
20
Dec
Year-round AM market boom drives growth for Taiwan’s automotive supply chain
Rising vehicle age and repair costs in the US, the world’s largest automotive aftermarket (AM) service and repair market, have created substantial opportunities for Taiwan’s auto parts industry. The combination of increasing car loan interest rates and aging vehicle fleets has generated strong demand for AM parts, strengthening operations across the supply chain.