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.
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.
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.
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.