瑞银证券：今年大尺寸LCD供过于求1.9% 明年供不应求0.3%
瑞银证券在最新释出的“全球显示器产业”报告中指出，第3季LCD电视面板价格季减4%、IT面板则季减1%，预期第4季大尺寸面板价格仍将面临下行压力，对面板供应链抱持谨慎态度，但偏好面板驱动IC厂。瑞银对台股面板双雄都给予“中立”评等。
09
Oct
09
Oct
全球首创！群创再生混合液晶 打造15英寸透明调光玻璃屋
群创光电致力电子垃圾挖矿，为全球第一个厂内面板全循环绿色企业，每年消耗约85吨液晶材料，其中95%成功转化为产品，约2%因制程损耗而无法利用，3%因制程问题成为不良面板。
09
Oct
07
Oct
US imposes duties on SEA solar panels, indirectly targeting Chinese firms
The US Department of Commerce (DOC) decided on October 1, 2024, to impose countervailing duties (CVD) on solar panels imported from four Southeast Asian (SEA) countries: Cambodia, Malaysia, Thailand, and Vietnam. These nations accounted for 80% of US solar energy product imports in 2023, with many involved companies being China-funded.
07
Oct
SK Hynix diversifies supply chain, challenges Hanmi’s grip on HBM equipment
SK Hynix is set to diversify its supply chain for thermocompression bonding (TCB) equipment used in HBM manufacturing. The company acquired an order of 30 units of TCB machines from ASM Pacific Technology (ASMPT) in September 2024, South Korean media outlet TheElec reports. This move aims to reduce the firm’s dependence on Hanmi Semiconductor while ramping up its production of 12-layer HBM3E products.
07
Oct
Liquid cooling solutions to receive spotlight at 2024 OCP Global Summit
The AI server rack featuring Nvidia’s Blackwell chip will begin mass production in the fourth quarter of 2024, which is expected to increase the percentage of liquid cooling solutions. The OCP Global Summit to be held in mid-October provides the best stage for showcasing this technology.
07
Oct
ASEAN deployment of Chinese automakers
Chinese automakers are keenly deploying in the EV markets of ASEAN, with local manufacturing and supply of key components playing a crucial role in their success.
07
Oct
DRAM, flash momentum slows: Memory packaging and testing bracing for a soft 4Q24
The sluggish recovery in memory end-market demand has led to an early slowdown in supply chain activity, impacting the operational growth of memory packaging and testing firms in the second half of 2024. This trend underscores the need for strategic adjustments within the sector.
07
Oct
Liteon eyes 20% automotive revenue share with innovative solutions amid market upswing
Global car sales are projected to grow slightly to around 90 million units in 2024, a modest increase that remains significant for supply chain players, according to Liteon Technology president Anson Chiu. He emphasized that there is no need for concern regarding overall market performance, as the company anticipates its revenue share from automotive electronics will surge to 15-20% in the future, driven by rising demand for high-value products.
07
Oct
Taboola eyes expansion in Taiwan for AI R&D hub, advises local startups to target global markets
Content recommendation platform Taboola established an AI R&D center in Taiwan in 2021, led by Vice President of Engineering Ning Ning Yu, who oversees both the Taiwan and Los Angeles R&D centers. The center focuses on developing natural language processing (NLP) and recommendation system technologies.