Taiwan says power issues prevent new large data centers in North
Taiwan has stopped approving data centers bigger than 5 megawatts north of Taoyuan, as there is insufficient power supply in the region.
12
Aug
12
Aug
Trump says Microsoft told his campaign Iran was behind hack
Republican nominee Donald Trump said he was informed by Microsoft Corp. that one of his campaign websites was hacked by the Iranian government, but said the hackers were only able to access “publicly available information” in the breach.
12
Aug
PCB firm Compeq enjoys ramp-up in orders for LEO satellites
Compeq Manufacturing is one of the Taiwan-based PCB manufacturers aiming to prioritize low Earth orbit (LEO) satellite and AI server applications in 2024. Compeq, which has a long history in the LEO sector, posted a July revenue of NTT$6.73 billion (US$207.3 million), an increase of 26.3% sequentially and 11.5% year-on-year, signifying the beginning of peak season.
12
Aug
China gaining self-sufficiency in semiconductor equipment, but crucial exposure tools remain constraint
The US chip prohibition has limited China’s access to cutting-edge semiconductor manufacturing equipment. As a result, China has in recent years become increasingly self-sufficient in terms of semiconductor manufacturing equipment, with companies such as AMEC and Naura rapidly expanding their reach.
12
Aug
SDC reportedly signs contract with Microsoft
Samsung Display (SDC) is reportedly collaborating with Microsoft to develop and supply OLED on Silicon (OLEDoS) for the next generation of Mixed Reality (MR) devices.
12
Aug
Himax beats 2Q24 expectations with strong automotive DDI growth, faces 3Q headwinds amid Chinese market slump
Taiwanese display driver IC (DDI) leader Himax Technologies reported a robust second quarter, driven by strong demand for automotive DDI. However, the company is adopting a cautious outlook for the third quarter due to market uncertainties, projecting a 12-17% sequential revenue decline, against the traditional peak-season trend.
12
Aug
ODMs issue bonds to finance costly AI servers
While AI server orders can provide a big boost, they aren’t easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering issuing bonds to raise capital for the high cost of materials for AI servers and support for multi-location production. This will be the first time in 14 years that Quanta is issuing bonds to raise funds.
12
Aug
Samsung leverages Olympics for Galaxy Z Flip6, Fold6 promotion with victory selfies
Samsung Electronics is ramping up efforts to bolster its market share for foldable smartphones with the launch of the Galaxy Z Flip6 and Fold6, strategically aligning its campaign with the Paris 2024 Olympics.
12
Aug
China fab tool industry poised to make significant strides, says AMEC CEO
Advanced Micro-fabrication Equipment (AMEC), a China-based semiconductor equipment manufacturer, has emerged as a formidable competitor to Applied Materials, Lam Research, and other big international rivals. Although China is still far from meeting worldwide standards in the field of semiconductor equipment, AMEC founder and CEO Gerald Yin believes that China can reach internationally technologically advanced levels within the next five to ten years.
12
Aug
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA’s GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.