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Friday 1 September 2023
Wistron secures major GPU substrate orders for AI servers
Wistron has secured significant GPU substrate orders for AI servers and anticipates its server product shipments will increase month by month for the remainder of this year, according...
Wednesday 30 August 2023
Global PC shipments expected to return to growth in 2024 albeit below 2019 pre-pandemic levels, says IDC
The road to recovery for personal computers (PCs) has been challenging coming off explosive years in 2020 and 2021, but signs of growth are finally returning. According to the IDC...
Friday 25 August 2023
IC distributor ANStek to see sales hit bottom in 3Q or early 4Q
Taiwan-based Answer Technology (ANStek), which distributes mainly ICs for niche-market applications, expects its revenue to hit bottom for 2023 in the third or early fourth quarter...
Tuesday 22 August 2023
Is AI server bandwagon loaded with hitchhikers?
The AI server frenzy remains unabated, allowing more and more related supply chain players to emerge. But amid the numerous companies claiming to be associated with AI servers, the...
Tuesday 22 August 2023
Advanced packaging capacity to surge 30–40% in 2024, says TrendForce
With major CSPs aggressively building AI servers and pushing up demand for AI processors and HBM memory, global advanced packaging capacity is predicted to expand by 30–40%...
Tuesday 15 August 2023
Niche IC distributor ANStek sees customers place orders with caution
Taiwan-based Answer Technology (ANStek), which distributes mainly ICs for niche-market applications, has seen its customers place orders with caution as a result of a slower-than-anticipated...
Monday 14 August 2023
AMD sees potential in Penang as OSAT players look to "Silicon Valley of the East"
The "Cross-Strait +1" supply chain layout is quietly taking shape. For the semiconductor packaging and testing industry that emphasizes capacity and labor-intensive processes, the...
Thursday 10 August 2023
Samsung likely to announce GPU cooperation with AMD at System LSI Tech Day event
Samsung Electronics' "Samsung System LSI Technology Day" is expected to be held in early October in Silicon Valley, USA. Market sources said the event may include and announcement...
Wednesday 9 August 2023
Samsung has all new Galaxy devices feature customized APs from Qualcomm
Samsung Electronics' newly unveiled foldable phones Galaxy Fold5/Flip5, as well as Galaxy Tab S9 series are all equipped with the Qualcomm's "Snapdragon 8 Gen2 for Galaxy" APs, which...
Tuesday 8 August 2023
Micron launches memory expansion module portfolio to accelerate CXL 2.0 adoption
Micron Technology has announced sample availability of its CZ120 memory expansion modules to customers and partners.
Tuesday 8 August 2023
Backend houses to see output for new AMD AI chips ramp up in 2024
Backend houses will see their output for AMD's new AI chips increase significantly in 2024, according to industry sources.
Monday 7 August 2023
Wistron steps up investment in Vietnam
Wistron's board of directors recently approved a company plan to inject an additional US$24.5 million into its manufacturing site in Vietnam.
Friday 4 August 2023
South Korea initiates major R&D project to boost chips packaging competitiveness
Recognizing the strategic importance of semiconductor packaging technology, the South Korean government is reportedly initiating a major packaging technology R&D project aimed...
Friday 4 August 2023
AMD's Lisa Su: AI production capacity has received sufficient assurance
AMD CEO Lisa Su's Asia tour in July to secure its supply chain became the focal point for analysts during the company's 2Q23 financial earnings call. In particular, discussions on...
Friday 4 August 2023
Component makers see general-purpose server demand pick up in 2H23
Component suppliers encountered a lackluster increase in orders from general-purpose server customers in the first half of 2023; however, orders are anticipated to increase in the...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research