Tech Supply Chain Tracker (06-Sep-2024): Nvidia transforms into AI factory 🤖
Nvidia expands into AI services, cobalt recycling in demand, India-Singapore semiconductor deal, UK-Taiwan collaboration at SEMICON, Zhen Ding...
312 Views
Taiwan Tech Weekly: Taiwan Rebound Lagging Nvidia; Why TSMC's 'Foundry 2.0' Is Significant
Taiwan tech stocks rally but lag behind Nvidia; focus on upcoming results from Nvidia, Dell, and HP. TSMC's strategic shift to Foundry 2.0 is...
369 Views
Taiwan Tech Weekly: TSMC Sales Beat High Expectations; Wiwynn GDR Offering; IPhone 17 to Use 2nm
TSMC's strong June sales exceed expectations, Apple to use TSMC's 2nm node for iPhone 17 next year. Wiwynn's US$1.45bn dilutive offering shows...
361 Views
Taiwan Tech Weekly: Nvidia's Latest Strategy Unveil Tonight; AUO Says PC Panel Demand Normalizing
Nvidia CEO to unveil new developments at the company's GTC developer conference. TSMC and ASML could have read-throughs from the event given their...
276 Views
Taiwan Tech Weekly: TSMC Oct Revenue; GlobalWafers Recovery Pushed to 2025E; UMC 4Q24E Challenges
TSMC sees strong revenue growth in October, while GlobalWafers delays recovery expectations and UMC faces challenges with potential sales...
310 Views