Articles


2023-08-22

[News] Dell’s Large Orders Boost Wistron and Lite-On, AI Server Business to Grow Quarterly

Dell, a major server brand, placed a substantial order for AI servers just before NVIDIA's Q2 financial report. This move is reshaping Taiwan's supply chain dynamics, favoring companies like Wistron and Lite-On. Dell is aggressively entering the AI server market, ordering NVIDIA's top-tier H100 c...

2023-08-22

[News] Taiwan Server Supply Chain Wistron, GIGABYTE will be benefit from UK’s AI Chip Purchase

Following Saudi Arabia's $13 billion investment, the UK government is dedicating £100 million (about $130 million) to acquire thousands of NVIDIA AI chips, aiming to establish a strong global AI foothold. Potential beneficiaries include Wistron, GIGABYTE, Asia Vital Components, and Supermicro. P...

2023-08-22

[News] Macbook Manufacturing Adds Another Supplier: Wingtec Makes the List

According to a report by Taiwan's Economic Daily, the share of Chinese companies in Apple's laptop manufacturing has expanded. After Luxshare secured assembly contracts for AirPods and iPhones, Chinese ODM Wingtec has commenced mass production of the 13-inch MacBook Air at its Kunming facility in Yu...

2023-08-22

TSMC’s CoWoS Dominance: Amkor, ASE, JCET’s Response

In response to the demands of high-performance computing, AI, 5G, and other applications, the shift towards chiplet and the incorporation of HBM memory has become inevitable for advanced chips. As a result, packaging has transitioned from 2D to 2.5D and 3D formats. With chip manufacturing advanci...

2023-08-21

75-inch TV Panels Surge, Laptop and Monitor Prices Stable to Slightly Up in Late August

August Sees TV Demand Fluctuations Entering August, the TV brand demands echo with noise. Despite 7% Q3 growth, a noticeable dip from last month's projections appears. Yet, panel makers hold steady, adjusting production and raising TV panel prices due to unclear trends for larger sizes. Expect st...

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