Does AI scale-up distract emerging Taiwanese automotive tier-1 suppliers?
Geopolitics and the Group of Two (G2) dynamic have attracted Taiwan’s ICT supply chain much attention.
17
Jun
17
Jun
How Chinese automakers can respond to EU’s new EV tariffs and continue to grow
Chinese EV manufacturers may feel resentment toward the additional tariffs imposed by the EU, but in reality, they still have multiple options to maintain sales growth.
17
Jun
Broadcom foresees AI revenue surpassing US$10 billion, no plans to rival Nvidia GPUs
Broadcom stated that the demand for AI networking products and customized accelerators from hyperscale customers is quite strong. For the second quarter of the fiscal year 2024 (ended May 5, 2024), AI-related revenue grew significantly by 280%, reaching US$3.1 billion, and is expected to surpass US$11 billion for the entire year.
17
Jun
Microsoft’s Japan chief sees country accelerating its use of AI
Japan has been one of the fastest countries to embrace the use of new artificial intelligence tools and has the potential to accelerate its economy and tech sector by going further, according to Microsoft Japan President Miki Tsusaka.
17
Jun
Meta delays AI chatbot launch in Europe after regulator pushback
Facebook parent company Meta Platforms Inc. will delay its launch of the Meta AI chatbot in Europe after regulators on the continent requested the company pause its plan to train its large language models with posts from users there.
17
Jun
Fab tool and equipment suppliers benefit from TSMC 2H24 business boom
TSMC’s second-quarter sales may surpass the target, seeing customers’ AI and HPC-related orders flowing in. In July, chips for Apple’s iPhone 16 and Intel’s 3nm chips will start mass production. TSMC is also accelerating capacity expansion due to strong demand from customers in Taiwan and abroad, boosting the business of its fab tool and equipment partners.
17
Jun
Hyundai plans to list its Indian subsidiary
Hyundai Motor plans to list its Indian subsidiary to enhance its visibility and expand manufacturing capacities for EVs and SUVs in the world’s third-largest car market after China and the US.
17
Jun
Quanta chair sees AI boom in next 2 years
The AI trio is occurring concurrently, spanning product invention and planning, and market development, according to Quanta Computer chairman Barry Lam, who spoke at a shareholder meeting on June 14.
17
Jun
Samsung prioritizes improving existing advanced processes and explores IDM advantage
Leapfrogging is no longer on Samsung’s agenda at least temporarily.
17
Jun
Weekly news roundup: Rising exports indicate China’s semiconductor overcapacity
These are the most-read DIGITIMES Asia stories in the week of June 10 – June 14.