Equipment manufacturers expanding from PCB to high profitability industries, primarily semiconductors
Taiwanese PCB manufacturers are expected to see demand improve in 2024.
22
Aug
22
Aug
Apple iPad widens lead in India’s tablet market
In the past quarter, India’s tablet market experienced robust growth, with Apple demonstrating significant momentum and expanding its lead over competitors.
22
Aug
Xiaomi will swallow EV losses to join Tesla in the big leagues
Xiaomi Corp. is willing to grow its nascent electric vehicle arm at the expense of profits for now, as it angles to join Tesla Inc. and BYD Co. among the world’s biggest automakers over the next decade or two.
22
Aug
Apple’s App Store head to leave in reorganization amid global scrutiny
Apple Inc.’s head of the App Store is leaving as part of a reorganization of the lucrative division, which has drawn regulatory scrutiny over concerns it wields too much power in the mobile software market.
22
Aug
Silicon Shield 2.0: diplomacy and de-risking supply chains in a new era of economic security
The 2024 Ketagalan Forum: Indo-Pacific Security Dialogue, held on August 21, convened scholars and former diplomats from North America, Europe, and Taiwan to explore strategies for strengthening economic resilience through the diplomatic lens of supply chain de-risking.
22
Aug
AI server advancements propel liquid cooling innovation while fans remain essential
The emergence of AI servers is driving advancements in liquid cooling technology, yet fans remain crucial in both water and immersion cooling systems. The value of fans for NVL 72 racks equipped with the GB 200 system is projected to be 165% higher than that of fans used with the H100.
22
Aug
Foxconn navigates complex AI server trading models to maximize profitability
Despite rumors of shipment delays for Nvidia’s new-generation AI chips, the demand for AI servers remains strong. For contract manufacturers like Foxconn, the challenge lies in maximizing actual profitability amid various trading models.
22
Aug
Global foundry revenue rises on AI demand
The global foundry industry’s revenue grew about 9% sequentially and 23% year on year in the second quarter of 2024, according to Counterpoint Research. The sequential growth was mainly driven by strong AI demand.
22
Aug
EU’s final draft on import duties for Chinese EVs targets overcapacity and past market disruptions
The EU’s final draft on import duties for Chinese-made EVs addresses concerns about overcapacity in the Chinese industry. This decision reflects Western markets’ apprehension over past instances where an influx of Chinese-made goods disrupted local suppliers.
22
Aug
SK Hynix’s 1H24 revenue soars in US and China, driven by AI demand
SK Hynix, which recorded its best performance ever in the first half of 2024, has experienced remarkable growth in the US and Chinese markets. The company managed to revitalize several of its previously unprofitable businesses, with China and the US now contributing 29.8% and 55.4% of its total revenue, respectively.