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Global supply chain: Emerging tech, businesses
Emerging tech, businesses news coverage
IN THE NEWS
Wednesday 20 September 2023
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
DIGITIMES Research believes tight CoWoS capacity, which is needed for packaging HBM, will result in the supply of high-end AI servers falling short of demand by more than 35% in 2023,...
Wednesday 20 September 2023
Asia Supply Chain top 250 highlights new growth opportunities in EV and generative AI
With tensions between Washington and Beijing taking center stage, concerns emerged regarding the status of supply chains and the competitive landscape among various Asian countries...
Wednesday 20 September 2023
Taiwan, US delegations explore cybersecurity, 5G, EV cooperation and investment opportunities at Taipei forum
A Taiwan-US supply chain partnership forum held in Taipei alongside the US Business Day on September 19 saw delegations of government and corporate representatives from both sides...
Wednesday 20 September 2023
China certifies new EV charging standard Chaoji co-developed with Japan
Chaoji, a new EV charging standard developed by industry groups in China and Japan, has been certified by the Chinese government as a national standard.
Wednesday 20 September 2023
Gotion rolls its first Europe-made battery off line, adding another plant soon
China-based battery manufacturer Gotion High-tech is poised to gain traction in the European market. The company recently launched its first battery product at its first European...
Wednesday 20 September 2023
How can drone players in Taiwan leverage local ICT prowess to outmaneuver Chinese supply chain?
Taiwan's well-developed information and communication technology (ICT) industry has not only enabled supply chain players to grab business opportunities in the EV market, but also...
Wednesday 20 September 2023
Equipment suppliers upbeat about demand generated by AI wave
Chipmaking and PCB production equipment suppliers are bullish on advanced chip demand as a result of a surge in AI servers and related products, according to industry sources.
Wednesday 20 September 2023
Intel catching up in AI race, announcing Meteor Lake CPUs for PCs
At the ongoing Intel Innovation 2023 conference, Intel CEO Pat Gelsinger announced a number of the company's important AI progress initiatives, including the upcoming launch of its...
Wednesday 20 September 2023
Global 200mm fabs to reach record high capacity by 2026, says SEMI
Semiconductor manufacturers worldwide are projected to increase 200mm fab capacity by 14% from 2023 through 2026, adding 12 new 200mm fabs as the industry reaches a record high of...
Tuesday 19 September 2023
Automotive LED deliveries picking up as BMW adopts ambient lighting
Automotive LEDs became the driving force of LED deliveries in the third quarter of this year. As more new cars are poised to be launched, suppliers are ramping up more actively. LED...
Tuesday 19 September 2023
Thermoplastic composites in EVs, aerospace, and wind power: pros and cons
In response to the growing trend towards achieving net-zero carbon emissions, carbon fiber materials and their associated composite counterparts are renowned for their remarkable...
Tuesday 19 September 2023
BYD's overseas expansion drives Yusin Holding Group's Fuzhou subsidiary operation
China-based EV maker BYD has been scaling up in overseas markets. Besides the competition with Tesla, its entry into the Thai market has garnered much attention. Support from Taiwan-based...
Tuesday 19 September 2023
AI boom sparks silicon photonics applications
Silicon photonics technology was hotly discussed during the SEMICON Taiwan 2023. At the Silicon Photonics Global Summit held September 5 alongside the exhibition, I was invited to...
Tuesday 19 September 2023
China may mandate local sourcing of EV components
Amid a ramping up of import substitution, China may require EV suppliers to reduce sourcing of foreign-made components, a sign showing the global EV ecosystem may see a decoupling...
Tuesday 19 September 2023
Packaging material distributors see stable demand for automotive, advanced packaging
Semiconductor material distributors, such as Niching Industrial, Chang Wah Technology (CWTC), Topco Scientific, and Wahlee Industrial, continue to observe relatively stable demand...