Chip shortage gas been serious, but Apple and carmakers are both asking for more ICs, the former looking to secure supply for its upcoming devices and the latter to prevent dirsuptions to their productions. Chinese IC designers are seeking more advanced manufacturing support from TSMC for their AI and HPC chips. Taiwan-based server makers are keen on expanding production capacity to meet strong demand.

Apple, carmakers vying for more ICs: Apple has stepped up its chip purchases for the upcoming iPhones, while first-tier automotive component vendors in the supply chains of carmakers in Japan are also vying for more available ICs, according to industry sources.

China AI, HPC chip developers step up pace of orders: China-based AI and HPC chip developers have quietly stepped up their pace of orders demanding advanced-node manufacturing at TSMC, according to industry sources.

Taiwan server ODMs gearing up for capacity expansions: Taiwan-based server ODMs including Inventec, Quanta Computer, and Wiwynn are all gearing up to carry out their capacity expansion projects in Taiwan and overseas, according to company sources.

By DIGITIMES