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Wednesday 8 May 2024
DDI firm Novatek expects TV demand to sustain 2Q24 growth
Display Driver IC (DDI) specialist Novatek Microelectronics has observed TV customers aggressively prepare for replacement demand ahead of impending sporting events this year, anticipating...
Wednesday 8 May 2024
What is Apple's best option for a foldable device?
As expected, Apple's late product announcement on May 7 included new iPad Pros powered by the M4 processor and a new Apple Pencil Pro. With these new gadgets now official, industry...
Wednesday 8 May 2024
Apple unveils M4 iPad Pro, setting new benchmark for AI notebooks
Apple unveiled its newest iPads, including its slimmest offering yet, and introduced the groundbreaking M4 chip, a technological marvel capable of tackling AI tasks on the device...
Tuesday 7 May 2024
Apple reported developing in-house AI chip for data centers
According to sources cited by the Wall Street Journal (WSJ), Apple is said to be working on a chip designed specifically for running artificial intelligence software on data...
Tuesday 7 May 2024
Taiwan notebooks, 1Q 2024

Introduction

Tuesday 7 May 2024
GaAs foundry AWSC enjoys strong demand for flagship smartphones
Gallium Arsenide (GaAs) foundry Advanced Wireless Semiconductor Company (AWSC) has seen a surge in orders for flagship smartphone chips from manufacturers such as Qualcomm, boosting...
Tuesday 7 May 2024
Speculation arises about Apple exploring collaboration with EV startup
Speculation has surfaced among supply chains that Apple is studying the possibility of working with an Electric Vehicle (EV) startup company.
Monday 6 May 2024
iPhone maker Hon Hai hits a record high buoyed by AI, Apple
Hon Hai Precision Industry Co.'s shares jumped to a record high after posting its strongest monthly sales growth since the start of 2023, potentially raising expectations for iPhone...
Monday 6 May 2024
Apple no longer silent on AI; GenAI major talking point at earnings call
At its recent earnings conference for the second quarter of fiscal year 2024, Apple finally strayed away from its past tight-lipped approach regarding AI and Generative AI, openly...
Friday 3 May 2024
TSMC dominates global foundry market with 61% market share in 4Q23, says Counterpoint
Counterpoint released the global foundry market share ranking for the fourth quarter of 2023, showing that TSMC maintained its leadership status with a 61% market share driven by...
Friday 3 May 2024
Apple attributes sales decline to previous high base, anticipates growth in coming quarter
Apple reported a fall in sales over the past quarter due to the high base effect and a few product launches a year ago. Apple anticipates a return to growth in the current quarter...
Friday 3 May 2024
IC component suppliers divided on fresh Apple product order pull-ins
Taiwan-based suppliers of III-V compound semiconductors, PCBs, and other IC components are divided on demand forecasts for new iPhones and other Apple devices, according to industry...
Friday 3 May 2024
Apple to emerge from slump in 2H24, says supply chain
Apple is expected to rebound from a lackluster first half of 2024, with shipments of both iPhones and Mac computers picking up in the latter part of the year, say supply chain sources...
Thursday 2 May 2024
Novatek sees OLED DDI orders for Apple increase in 2024
Novatek Microelectronics, a major Taiwanese IC design house, is anticipated to officially enter the supply of OLED Display Driver ICs (DDI) for the upcoming Apple iPhone 16 in 2024,...
Thursday 2 May 2024
South Korean OLED supply chain for new iPad comes to light as reveal set for May 7
The announcement for Apple's iPad Pro 2024 has been repeatedly delayed, reportedly due to issues related to OLED panels. Despite this, it was recently revealed that the two major...