Julian Ho

Electronics components suppliers have to be resigned to the fact that there is unlikely to be a dramatic ending to 2023, as even the Double 11 shopping festival sales in China were lackluster, according to industry sources.

Egon Zehnder is the trusted advisor to many of the world’s most respected organizations and a leading Executive Search firm.

TSMC not only offers advanced process manufacturing but also its advanced packaging for the recently released Microsoft Azure Maia 100 AI accelerator, according to industry sources.

As the AI era arrives, cloud service providers (CSP) have increasingly recognized the importance of high-performance computing (HPC) chips, and

Vietnamese Prime Minister Pham Minh Chinh has officially announced the country's industrial development will primarily be focused on the semiconductor industry. He hopes to cultivate 50,000 to 100,000 high-tech talents from 2025 and 2030. The country searches for a roadmap for its semiconductor industry as leading semiconductor firms set up bases in Vietnam.

Amid a growing electronics ecosystem emerging in Southeast Asia, Vietnam's potential was recognized by chipmakers as Nvidia initiated its expansion, eyeing an IC design center in the country.

Looking back to 2023, the DS division of Samsung's semiconductor business suffered an overall poor performance in the memory industry, and eventually implemented production cuts to cope with the market situation.

Taiwan's major IC distributors, including WPG Holdings, WT Microelectronics, Supreme Electronics, and Edom Technology, anticipate several significant trends for 2024 in the semiconductor industry. These trends include the continuation of inventory clearance, the emergence of replenishment demand for specific components, and a surge in demand for key AI-related components.

While chip design giants like Nvidia, AMD, and Intel prioritize "system-level" integration, all the six major Taiwanese EMS

Japan was once a global leader in semiconductors and consumer electronics but fell off the wayside during the 1990s. Taiwan in turn has emerged as a key partner in the AI, smartphone, PC, and future vehicle industries. Kenneth Tai, chairman of Zettabyte, noted that Acer's founding was a turning point for Taiwan's electronics industry, laying the groundwork for semiconductor growth.