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7 days
14 days
MAY
10
2024
AI helps TSMC create second-highest monthly revenue in April
Biden set to impose tariffs on China EVs, strategic sectors
SMIC warns of growing chip pricing competition in China
LG set to outperform Samsung in iPad OLED panel shipments
US to triple semiconductor manufacturing capacity by 2032, says SIA
Former employees accuse Apple of transferring supplier technology to China; Sony and SDC rumored to be victims
BIS adds 22 Chinese entities among 37 to Entity List, highlighting quantum tech concerns
Panasonic's battery unit benefits from US subsidy as weak EV demand to impact sales
GF's approach to AI: silicon photonics and power semiconductors
Tech titans bet big: billion-dollar investment wave into AI infrastructure raises concerns
Rapidus gears up for advanced packaging and chiplet technologies as it races to 2nm production
Micron provides LPCAMM2 with LPDDR5X memory for new Lenovo AI workstation
Samsung knocks off Apple and reclaims top spot for smartphone shipments in 1Q24
SMIC surpasses UMC in sales, competition pressures SMIC profit
Boosted by AI servers, motherboard giants Asus, Gigabyte buck headwinds as revenues soar
ChipMOS raises capex for high-end DDI backend demand
TASC board undergoes major transformation as equipment depreciation impacts short-term profitability
US ponders restrictions for China-made connected cars, new tariffs on EVs
Lam Research to explore India-based suppliers in chipmaking tool ecosystem
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
IntelliEPI secures second-phase defense contract from the US SBIR
As AMD expands desktop market share, supplier ASMedia forecasts bright prospects for 2024
Is Apple's M4 chip small upgrade or major leap?
Slow EV demand gives Magna double hit
India sees 8% YoY in smartphone shipments in 1Q24, Vivo emerges as leader for first time
Raydium expects slight revenue growth in 2Q24
Apple said to have signed pact with Samsung Display for foldable devices
Speculation arises about Huawei developing Kirin PC chips
MAY
9
2024
Former NSA boss calls for more aggressive policy to thwart hacks
US Justice Department steps up focus on competition in AI
Foxconn set for revenue boost from new iPads amid off-season challenges
In light of market recovery, Samsung and LG launch new monitor products targeting gaming and AI
Tata Elxsi partners with Arm for SDV solutions
Alat fund of Saudi Arabia poised to cut China ties for US chips and AI
SK Hynix subsidiary in China reportedly to sell 49.9% stock to local business
Samsung reportedly begins 1d DRAM development ahead of schedule
Intel 2Q24 sales to receive minor impact from Huawei export license revocation
Samsung designates separate teams for HBM3E and HBM4 development, targeting HBM market supremacy
Global tablet market welcomes 'new cycle' as 1Q24 shipments show slight recovery
Power surge: Taiwanese firms charge ahead in next-gen AI supply race
The secret sauce for excellent foundry yields: perseverance, EUV, and respect for supernatural forces
What's behind Samsung and SK Hynix's intense HBM competition?
Adata posts profit surge in 1Q24
Backed by robust profit, Toyota to invest JPY2 trillion in supply chain, EV, SDV
Alltek accelerates developing wide band-gap semiconductors due to data center electricity demand
AI servers buoy Wistron April revenue
Asia Optical to pursue growth on 3 fronts, says chairman Lai Yi-Jen
Tata reportedly progressing rapidly in semiconductor manufacturing
New iPad Pro to drive OLED adoption
Major CSPs account for nearly 70% market share as AI demand drives cloud computing growth
Qisda accelerates development in Vietnam, capacity expected to increase
Taiwan system assemblers pursue profit growth amid unclear iPad demand
Three implications of Apple's latest M4 silicon chip
Arm credits growth to smartphone surge and AI, highlights shift in Chinese consumer behavior
Chinese foundries, IC design houses collaborate to slash prices
TSMC may soon see 3nm capacity supply fall short of demand
MAY
8
2024
SoftBank is said in talks to buy troubled AI chip firm Graphcore
Apple's China iPhone shipments soar 12% in March after discounts
Ubiqconn targets Southeast Asia's low-Earth orbit satellite boom
US government to grant small, medium-sized auto suppliers US$100 million for EV transition
Vision Pro Gen 2 rumored for 2026; Apple searching for less expensive Micro OLEDs
AI server demand fuels DRAM titans battle over HBM
Murata sees smartphone components recovery in 2024
Robust aftermarket drives Tong Yang's automotive parts sales
Taiwan semiconductor prowess formidable, to be further bolstered by mega innovation program, says PSMC chair
EU's AI Act: a milestone in legislation or a regulatory nightmare?
Will Naver's bilateral collaboration with Samsung and Intel on AI work out?
Is the journey towards 5G-advanced advancing at a snail's pace?
Dixon expands electronics manufacturing partnership with global brands
UMC sees April revenue hit 16-month high
Exclusive: Finnish quantum delegation visits Taiwan in search of cooperation opportunities
Memory IC design house AP Memory posts profit decline in 1Q24
EV makers reportedly compensate South Korean battery companies due to declining procurement
GlobalWafers bullish about HBM memory demand
GlobalFoundries results top guidance, anticipating sluggish demands to remain in 2024
Excellence Opto expected to improve profit significantly in 2H24
DDI firm Novatek expects TV demand to sustain 2Q24 growth
What is Apple's best option for a foldable device?
Infineon supplies SiC power modules to Xiaomi EV
Profitability in 2H24 a concern for smartphone makers, as component costs rise by 6-9%
BYD surges ahead in R&D, exceeding Tesla with satcom debut 'on the road'
Intel joins forces with Japanese firms to automate chip packaging by 2028
GenAI can improve chip design efficiency, says Cadence
IC backend houses raise 2024 capex
Apple unveils M4 iPad Pro, setting new benchmark for AI notebooks
Taiwan fab toolmakers eyeing orders from Malaysia
MAY
7
2024
Nvidia backs UK self-driving startup Wayve in US$1 billion round
Amazon commits US$9 billion to double Singapore cloud push
Inside the battle for power in the era of energy wars
Mechatronic Systemtechnik unveils state-of-the-art technology center in Fürnitz
Penang to collaborate with Malaysian federal gov't to attract semiconductor investments
MediaTek launches new 4nm SoC for flagship smartphones
Samsung said to consider Inpria's metal oxide resist for 1c DRAM process
Taiwan's TAIDE AI model goes global: bridging cultures and classrooms
Beyond borders: the rise of transcontinental telecom alliances
Apple reported developing in-house AI chip for data centers
Johor surges as top data center hub in Malaysia amid growing multinational interest
Leapmotor reportedly to partner with Stellantis to sell EVs in India
Samsung reportedly sets up a task force to grab Nvidia HBM3E orders
Taiwan's tech firms rally for smart manufacturing standardization
Lenovo and Huawei's venture into AI PCs adds fuel to replacement wave in China
Mindgrove unveils first RISC-V MCU developed by Indian startup
Samsung outsources partial sensor production to UMC to compete with Sony
Microsoft accelerates data center construction and digital talent cultivation in Southeast Asia due to AI potential
Growth for Radiant's telematics development: new Vietnam plant scheduled for mass production in 2025
GaAs foundry AWSC enjoys strong demand for flagship smartphones
How Indian fabless startup's affordable new SoC will change India and global chip landscape
What made ASML so successful today: Q&A with Dutch Journalist and author Marc Hijink
WinWay expects strong AI and HPC chip demand to drive growth in 2024
IC design houses upbeat about 2H24 prospects
TV panel prices may begin to fluctuate
Network equipment makers see brighter forecasts for 2H24 and 2025
End of US-China trade war? Cross-strait trade and investment gradually recovering
Huawei's supercharging alliance to push for international standard
MediaTek to embrace growth with strong demand for flagship SoCs
Speculation arises about Apple exploring collaboration with EV startup
DRAM and NAND flash prices unlikely to fall over next 2 quarters, says Team Group exec
MAY
6
2024
iPhone maker Hon Hai hits a record high buoyed by AI, Apple
Toyota, Tata Motors positioned to benefit from hybrid auto boom
SK Hynix denies plan to produce DRAM at M17 site
Apple no longer silent on AI; GenAI major talking point at earnings call
Samsung SDI-Stellantis US joint battery plant reportedly to begin production in November
Cloud giants' data center boom driven by AI innovation
Winbond stays in the red, to raise funds for improvements
Keyboards and screens could see major design shifts as part of changes brought upon by AI PC
Rebound from acquisition setback: Q&A with Qisda chairman Peter Chen
Nvidia GPU shortage relief: AI server supply chain see shipments accelerate
Southeast Asia and Japan attract OSAT interest amid geopolitical diversification
Taiwan's satellite suppliers ride the wave of low-Earth orbit boom
US Treasury delays EV battery sourcing restriction, allowing use of Chinese graphite for two more years
Japan sees surge of semiconductor equipment investment amid AI boom
Rethinking energy: efficiency first for net-zero
Samsung SDI expanding investment among weak 1Q24 results
Semco and LG Innotek outperform expectations in 1Q24 due to AI-driven growth in high-end components
Military PA provider Transcom sees drones and electromagnetic warfare as growth drivers
Eaton keenly expands into South Korea, offering advanced UPS solutions for chipmakers and data centers
AMD optimistic about AI-related performance; gaming business unlikely to improve in short term
OpenAI, Financial Times ink content deal for real-time news training
TSMC sees AI contributing to more than 20% of 2028 revenue
BCG unveils generative AI's role beyond ChatGPT
UnaBiz upgrades Sigfox 0G Technology, reducing device energy consumption by up to 18X
Weekly news roundup: How long can China subsidize its semiconductor industry?
Navigating the road to 6G: balancing innovation with sustainability
Taiwanese optical device players seek new application horizons beyond smartphones, diverge on 'Taiwan+1' strategies
Silicon Motion raises sales guidance for 2024
China-based semiconductor equipment suppliers continue to see explosive growth
India roundup: Sharp reportedly in talks to set up display plant in India
MAY
3
2024
Intel chip fabrication pant selling US$3.85 billion of bonds
Apple's surprise iPhone China growth leaves lingering questions
Imec.xpand launches EUR 300M fund amid global race for semiconductor supremacy
Huawei auto partner Seres starts earning profit while Aito M7 accident creates uncertainty
Ibiden's fiscal slump: IC substrates drive profit plunge, amid promising AI demand
Qualcomm sees smartphone demand surge, eyes AI PC market entry
Pegatron latest company to venture into Traditional Chinese AI LLMs; partners up with NTU team
SK Hynix's 12-layer HBM to hit market earlier than expected
TSMC dominates global foundry market with 61% market share in 4Q23, says Counterpoint
Taiwan weighs hydrogen future amid renewable energy hurdles
Microsoft CEO wraps up Southeast Asia tour, pledging billions into AI talent boost and establishment of data centers
Meta struggled to monetize AI products in near term
What made AMD give a conservative projection for its 2024 outlook?
Trade war likely drives up European, US consumers' interest in Chinese EV
Samsung's MX division scores stellar 1Q24 results fueled by AI-powered Galaxy S24 success
SDC saw operating profits drop in 1Q24 due to weak iPhone sales and intensifying competition
Hydrogen's lofty but arduous road to crack net-zero nut
Microsoft's OpenAI investment driven by fear of falling behind Google: 2019 email unveils
Japan takes ambitious action on advanced packaging technology to capture Chiplet and AI chip opportunities
Foxconn, ZF establish car chassis system joint venture
China's chip self-sufficiency dream a 21st Century Great Leap Forward? How much longer can it subsidize?
Elan expects chip demand for AI PCs to emerge as early as 4Q24
Apple attributes sales decline to previous high base, anticipates growth in coming quarter
A step into high-end technology: EISO joins satellite industry with its PCB production
Why did BYD's 1Q24 profits drop by 47.3% compared to previous quarter?
IC component suppliers divided on fresh Apple product order pull-ins
Catching up the smartphone craze in China: Huawei, Xiaomi, Oppo, and Vivo take actions
AI fuels Taiwan GDP growth in 1Q24
PTI raises 2024 capex by 50% to boost HBM production for lucrative AI opportunities
Macronix sees orders regain momentum
Micron expects to ship made-in-India chips in 1H25
Turning away from price slashing in China, IPC makers look toward Southeast Asia
Qualcomm, MediaTek unfazed by Huawei rebound
Apple to emerge from slump in 2H24, says supply chain
MAY
2
2024
Microsoft CEO pledges US$2.2 billion in latest Asian AI investment
AMD slides after AI chip forecast misses lofty estimates
PSMC Tongluo fab receives interposer order to fulfill AI demand
Vedanta stays committed to semiconductor and display ventures, sparking speculation on intent
Global geopolitical shifts disrupt Taiwanese business strategies in China
CHPT expects probe card orders to pick up in 2H24
Chinese telecom giants vie for AI supremacy with massive server procurements
Novatek sees OLED DDI orders for Apple increase in 2024
AI server power supplies and cooling behind Lite-On's strong showing
Worst is over for MCUs, says Holtek president
South Korean OLED supply chain for new iPad comes to light as reveal set for May 7
Chipbond expects demand recovery in 2Q24
PSMC inaugurates Tongluo fab in Taiwan
Taiwan's computer industry production value CAGR nears 30% in past 5 years
SK Hynix says 2025 HBM production almost sold out
Meredot enables simultaneous wireless charging for diverse micromobility vehicles, robots
Compal to be first Taiwan-based downstream electronics maker headed by foreigner
Qualcomm sees strong chip sales in Chinese smartphone market, anticipates continued diversification into automotive business
Tesla cuts charging team, reportedly scales back Gigacasting innovation
Specialty IC foundry VIS gains shifted orders from China
Tata Electronics to visit PSMC by end of May
Samsung's 1Q24 revenue saw major boost, though semiconductor profits fell behind SK Hynix
Growth speed in AR microdisplay market will outpace VR from 2023-2029
Why is Nvidia GPU seizing Open RAN opportunities
EU's digital healthcare struggles: falling behind Taiwan's innovation
Chinese semiconductor firms raising prices on soaring precious metal costs
Micron shipping critical memory for AI data centers
Intel's AI ambitions stumble as Nvidia dominates
Hyundai, Kia partner with Baidu for Chinese connected car market
BIZ FOCUS
May 9, 09:45
SK Hynix develops next-generation mobile NAND solution ZUFS 4.0
Thursday 9 May 2024
Power suppliers and BLDC motor drivers from Mean Well in time
Tuesday 7 May 2024
ABB Technologies at core of Net Zero transition
Tuesday 7 May 2024
STAr Technologies and EDA Industries announce strategic partnership
TOP STORIES
7 DAYS NEWS
China's chip self-sufficiency dream a 21st Century Great Leap Forward? How much longer can it subsidize?
Speculation arises about Apple exploring collaboration with EV startup
China-based semiconductor equipment suppliers continue to see explosive growth
Qualcomm, MediaTek unfazed by Huawei rebound
Huawei's supercharging alliance to push for international standard
Speculation arises about Huawei developing Kirin PC chips
Apple said to have signed pact with Samsung Display for foldable devices
India sees 8% YoY in smartphone shipments in 1Q24, Vivo emerges as leader for first time
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
US ponders restrictions for China-made connected cars, new tariffs on EVs
Full list
RESEARCH INSIGHTS
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
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