Wistron significantly increases capex at Hukou site as Nvidia’s next-gen GPU supply chain starts moving
In response to the production of Nvidia’s new generation GPU, supply chains are starting to mobilize.
13
May
13
May
Microsoft to invest €4 billion in French cloud and AI services
Microsoft Corp. plans to spend €4 billion ($4.3 billion) building cloud and AI infrastructure in France, announcing its latest major outlay on artificial intelligence technology.
13
May
Kumamoto Prefecture wants to be home of TSMC’s third Japan plant
The newly-elected governor of Kumamoto Prefecture said he’s ready to ensure wide-ranging support to woo Taiwan Semiconductor Manufacturing Co. to build its third Japanese chip factory there.
13
May
Taiwan’s space aspirations face regulatory roadblocks, geopolitical challenges
A space industry veteran is spearheading Taiwan’s homegrown rocket and satellite ambitions, navigating a complex web of geopolitics and technical challenges.
13
May
Tesla trimming charging team helps rivals catch up, benefiting Taiwanese suppliers
As Tesla lays off almost its entire team for charging business and slows charging station deployment, its competitors are poised to grow their market share and lure talents who left the company.
13
May
Smartphone brands compelled to evolve again as 5G penetration in China plateaus
Since the commercial operation launch of China’s 5G communication system in October 2019, the number of 5G mobile users in China has exceeded 800 million. The monthly shipment proportion of 5G smartphones has also increased to over 80%, becoming the mainstream specification in the market.
13
May
Zhen Ding expects substantial growth in IC substrates, diversified manufacturing continues
Zhen Ding expects robust growth in AI server-related products and a 3-4x increase in ABF substrate revenue in 2024.
13
May
TSMC places rush orders for CoWoS-related fab tools to meet global AI demand
The explosive growth in Generative AI (GenAI) business opportunities spurred by ChatGPT drives the demand for hardware and software related to the GenAI supply chain. TSMC, the sole supplier of AI chips for Nvidia and other vendors, is also bolstering its supply chain partners with recent capacity expansions.
13
May
US reportedly to quadruple tariffs on Chinese EVs
The US is poised to take a tough stance on China’s clean energy products. The Biden administration reportedly will soon announce new tariffs on China-made EVs, solar goods, and other products, with EVs likely seeing their levy quadruple.
13
May
Semco accelerates glass substrate production, eyeing high demand in HPC and automotive applications
Samsung Electro-Mechanics (Semco) is reportedly expediting the development of its semiconductor packaging-use Glass Core Substrate (GCS) business by advancing the construction of a glass substrate trial production line by one quarter, aiming to stay competitive in the semiconductor materials market.