Articles


2024-11-06

[News] Apple Reportedly in Talks with Foxconn to Produce AI Servers in Taiwan

According to a report from TechNews, citing Nikkei, Apple is reportedly in talks with Foxconn to manufacture AI servers in Taiwan as part of its strategy to capture a larger share of the booming generative AI market. However, according to Nikkei, while Foxconn is Apple’s largest iPhone manufact...

2024-11-06

[News] RBA Holds Rates at 13-Year High to Combat Inflationary Pressures

The Reserve Bank of Australia (RBA) announced on November 5 that it will keep the cash rate target unchanged at 4.35%, marking the eighth consecutive month without a rate change and maintaining rates at a 13-year high. The statement noted that while inflation has been gradually receding from its ...

2024-11-06

[News] NVIDIA Rumored to Shift Supermicro Orders, Potentially Benefiting Taiwanese Suppliers

Supermicro, a major beneficiary of the AI boom, saw its stock plunge after Ernst & Young resigned as its auditor, raising market concerns. According to a report from Liberty Times, citing Chinese media outlet Cailian Press, NVIDIA, which has close ties to Supermicro, is shifting orders that wer...

2024-11-06

[News] U.S. Services Sector Continues Expansion, Reaches Highest Level Since Mid-2022

The U.S. services PMI expanded for the fourth consecutive month in October, rising from 54.9 in September to 56.0—its highest level since July 2022, according to data released by the Institute for Supply Management (ISM) on November 5.   Business Activity & New orders In the subindic...

2024-11-06

[Insights] Memory Spot Price Update: NAND Price Declines Linked to Potential Supplier Wafer Expansion

According to TrendForce's latest memory spot price trend report, regarding DRAM, the decline in DDR5’s spot prices has been relatively modest, while DDR4 and DDR3 products experience more significant pressure. As for NAND flash, spot prices could continue to fall also due to the possible expansion...

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