Nvidia CEO Jensen Huang is currently in Taiwan engaging with local partners and suppliers, which still does not include a few key local firms such as Acer and Compal Electronics, according to industry sources.
As multinational companies recognize the importance of diversifying supply chains, India and Vietnam are emerging as key beneficiaries. The electronics and machinery sectors in India are likely to see rising exports in the coming years, says Nomura.
This year’s Computex is mostly centered on AI-enabled servers and PCs. However, while the opportunities for AI server firms are limitless, the outlook for AI PCs must be carefully considered, according to industry sources.
A joint survey by PwC Taiwan, and the Taiwan M&A and Private Equity Council highlights a concerning trend: China’s M&A market has seen a consistent downturn over the past four years.
With Apple’s launch of the new iPad Pro tablet that features OLED displays, South Korean providers Samsung Display (SDC) and LG Display (LGD) saw a significant increase in their tablet OLED panel shipments for March 2024.
Taiwan-based III-V compound semiconductor companies are seeking to enter the automotive supply chains, eyeing business opportunities from LiDARs, according to industry sources.
OwlTing, originally a Taiwanese startup using blockchain technologies for farm product resumes and hotelier payment systems, has made remarkable strides in transformation and acquisition and will start providing more cost-effective and faster cross-border financial services to Information Communications Technology (ICT) supply chains transitioning to the Americas.