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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. To gain a more profound understanding of this situation, DIGITIMES conducted the "Asia Supply Chain: ASC 250 Rankings," with a specific focus on the Asian ICT industry chain and an analysis of the operational performance of nearly 5,000 companies.
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Wednesday 20 September 2023
Space lab startups Axiom, Vellon Space, Yuri visiting Taiwan for partnerships, connected by TAcc+
To align with global space industry development trends and establish comprehensive solutions for Taiwan's space industry, Taiwan Accelerator Plus (TAcc+), a Taiwanese government-sponsored startup accelerator has formed cooperation with international accelerators and organizations to invite overseas SpaceTech startups to visit Taiwan for a whole month, starting August 15.
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 factory in Germany. It also aims to build another facility in Middle Europe with battery startup InoBat.
Wednesday 20 September 2023
How Transsion managed to obtain more than 40% of Africa's smartphone market
With a population of 1.4 billion and an annual demand for more than 200 million smartphones, Africa is a big market. However, few have asked why it is that Transsion, a Chinese brand, enjoys a near monopoly in this market. Why did the Taiwanese companies miss out on the opportunity?
Wednesday 20 September 2023
China strives to produce cell phone peripheral ICs locally
Huawei's Mate 60 Pro has been shown to be equipped with only locally-produced SoCs and no peripheral chips from US-based companies. This revelation is part of the greater trend in China to source materials locally.
Wednesday 20 September 2023
India sees rising demand for data centers
Thanks to rising internet subscribers and data consumption, as well as more enterprises migrating to cloud and government initiatives for Digital India, India rapidly emerges as one of the major data center hubs, witnessing increasing investments in the sector.
Wednesday 20 September 2023
Huawei steps up NAND flash procurement, say sources
Huawei has stepped up its NAND flash chip procurement for its smartphones, driving up the memory prices recently, according to industry sources.
Wednesday 20 September 2023
Inspur announces investment in chip firm Yunsilicon
Chinese server vendor Inspur has announced its investment in Shanghai Yunsilicon Technology, a startup that develops and innovates cloud datacenter ASIC products.
Tuesday 19 September 2023
India may offer incentives for phone and vehicle manufacturers to embrace NavIC support
After the operation of the indigenously developed NavIC navigation system, India is on track to encourage mobile devices, including phones and vehicles, to support NavIC with potential incentives.
Tuesday 19 September 2023
Huawei chairman's cool-headedness a sharp contrast to overheated consumer zeal in China
At a time when Huawei's breakout Kirin 9000S processor is widely celebrated in China, Huawei's rotating chairman, Xu Zhijun, admitted at the 2023 World Computing Congress that Huawei believes China's semiconductor manufacturing technology is in a state of "lagging behind" and "catching up." He emphasized that this situation will persist for a "considerable period of time" and cautioned against having any illusions about the future.
Tuesday 19 September 2023
Honor's chip design subsidiary sees registered capital increase eight-fold
Honor is seen by the outside world as Huawei's 'alter ego.' In the past few years, while Huawei experienced a significant decline in the Chinese smartphone market, Honor quickly rose and gained a substantial market share that Huawei had lost. With the introduction of Huawei's new smartphones, there is speculation about whether Honor's newfound "autonomy" in the China's domestic supply chain will also impact its efforts in developing its own smartphone chips.
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 automotive parts suppliers has become essential for the carmaker's ambition in foreign markets.
Tuesday 19 September 2023
PCB maker TPT expects new Vietnam plant to start production in 4Q23
Taiwan PCB Techvest (TPT) is constructing a new plant in Vietnam that will manufacture PCBs for primarily automotive and network device applications, and expects it to be fully operational and ready for production in the fourth quarter of 2023.
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 after the ICT supply chain
Tuesday 19 September 2023
Samsung reportedly evaluating making telecom gear in India
Samsung is reportedly evaluating making telecom gear in India, as manufacturers see increasing geopolitical risk in China. Samsung may have to wait for more orders in India as well as from overseas before making such a decision.
Tuesday 19 September 2023
Sales performance of iPhone 15 series in 2023: too early to tell
Analyses diverge on how well the overall sales for the iPhone 15 series will perform this year. Due to the unexpectedly high order amount and the fact that the series is still in the initial stages of mass production, it is still too early to reach a conclusion, say industry sources. Potential supply chain issues, restrictions from the Chinese government, and competition from Huawei could still steer the sales of the iPhone 15 series in different directions.
Global wafer foundry industry analysis and forecast, 2022
Global server shipment forecast and industry analysis, 2022
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research