Levi Li

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Articles

IPC firms navigate currency whiplash, conflict risk, and client caution

4 days ago | digitimes.com | Ninelu Tu |Levi Li |DIGITIMES Asia

Industrial PC (IPC) makers, having weathered the pandemic and supply chain disruptions, had expected a steady recovery. But renewed geopolitical headwinds - tariffs, currency swings, and regional conflicts - have cast fresh uncertainty over...
Subsidy scandal forces China to hit the brakes on EV incentives

1 week ago | digitimes.com | Nuying Huang |Levi Li |DIGITIMES Asia

China's sustained backing of new energy vehicles (NEVs) has hit a roadblock, as widespread subsidy abuse and escalating price competition have forced several local governments to suspend EV incentive programs.
Switch 2 shifts to Samsung as Nvidia pressures TSMC on pricing

1 week ago | digitimes.com | Monica Chen |Levi Li |DIGITIMES Asia

Nintendo's long-awaited Switch 2 officially launched on June 5 and has sold like hotcakes across Japan, South Korea, the US, and other key markets. Strong sales momentum has reportedly prompted Nintendo to raise its shipment forecast, with annual volume...
TSMC and Taiwanese supply chain in the lead

1 week ago | digitimes.com | Monica Chen |Levi Li |DIGITIMES Asia

Surging demand for AI compute is driving global investment in GPUs, ASICs, and next-generation datacenter infrastructure. As conventional electronic interconnects fall short of meeting high-bandwidth, low-latency data exchange needs, silicon photonics...
Nintendo Switch 2 off to strong sales start; handheld rivals fear displacement effect

1 week ago | digitimes.com | Monica Chen |Levi Li |DIGITIMES Asia

Nintendo's long-anticipated Switch 2 debuted on June 5 across Japan and several other markets, marking its first major console release in eight years. Demand has quickly outpaced supply, prompting the company to rush replenishment orders to suppliers...
US storage firms snap up rare domestic LFP supply from Envision

1 week ago | digitimes.com | Nuying Huang |Levi Li |DIGITIMES Asia

AESC Group Ltd., the battery subsidiary of Shanghai-based green tech company Envision Group, has reportedly paused its US expansion plans due to funding constraints, but its existing lithium iron phosphate (LFP) battery production for energy storage...
PCL fast-tracks CPO production as US cloud giants pushing AI infrastructure

1 week ago | digitimes.com | Siu Han |Levi Li |DIGITIMES Asia

PCL Technologies has secured a significant laser optical packaging order from Broadcom for its next-generation data center switch chips, signaling a milestone in the commercial rollout of co-packaged optics (CPO). Initial shipments are expected as early...
NVLink stays gated; UALink, ASIC contenders step up

1 week ago | digitimes.com | Monica Chen |Levi Li |DIGITIMES Asia

Nvidia's selective opening of its NVLink interconnect technologies to partners is drawing scrutiny from across the semiconductor supply chain. While pitched as a collaborative gesture, industry insiders still view the move as too limited and may potentially...
Foxconn formalizes leadership succession, embraces institutionalized executive model

1 week ago | digitimes.com | Ninelu Tu |Levi Li |DIGITIMES Asia

Leadership succession has become an inescapable issue for Taiwan's corporate giants. At Foxconn, the world's largest electronics manufacturer, the spotlight has shifted from pure technological transformation to a more deliberate and strategic recalibration...
Quanta builds real machines, Lam defers retirement by a decade

1 week ago | digitimes.com | Aaron Lee |Levi Li |DIGITIMES Asia

Nvidia CEO Jensen Huang has recently softened his earlier skepticism, now expressing optimism about the potential of quantum computing. Meanwhile, Taiwan's Quanta Computer has been quietly advancing its efforts in the field. Chairman Barry Lam joked...