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Friday 15 March 2024
Uncertainties on the macroeconomic horizon
Electronic devices account for over 40% of Taiwan's exports, but semiconductor products are shipped through air freight. Meanwhile, notebook PC and smartphone production lines have...
Friday 15 March 2024
Qisda 2024 healthcare revenue to reach nearly US$1 billion; BBHC going public at HKEX
Qisda's strongest growth momentum comes from its healthcare business as revenue from the sector is expected to surpass NT$30 billion (US$947.75 million).
Friday 15 March 2024
Pegatron aims to capitalize on AI and EVs, with new products for 2H24
During its online earnings call on March 14, Pegatron noted the significant impact of weak market demand on the company's operations in 2023; however, according to co-CEO Teng Kuo-Yen,...
Friday 15 March 2024
Foxconn forecasts substantial growth for 2024, AI servers are key driver
AI was the focus of Foxconn's earnings call on March 14, with chairman Young Liu upgrading his forecast for 2024 to significant growth due to increased order visibility for AI servers...
Friday 15 March 2024
Taiwan-Japan Economic Summit galvanizes semiconductor collaboration amidst global trade shifts
Experts from key industries and government officials from Japan and Taiwan gathered at the 2024 Taiwan-Japan (Kyushu) Economic and Trade Forum to discuss strengthening collaboration...
Thursday 14 March 2024
Acer CEO: Only black swan for notebooks could be in panel prices
Acer Chairman and CEO Jason Chen noted that the current notebook supply is going smoothly and the Red Sea crisis had a limited impact. The only potential "black swan" is the oversupply...
Thursday 14 March 2024
Wistron to focus 2024 capex on AI
ODM Wistron Chairman Simon Lin stated the company set its capex for 2024 at US$14 billion, of which 50% would be invested in its Taiwan-based facilities where AI is the focus.
Thursday 14 March 2024
Taiwan's PC industry sees explosive growth, thanks to GenAI
During her report to the Legislative Yuan's Economics Committee on March 13, Economics Minister Wang Mei-Hua pointed to an increase in local investments from Taiwan-based companies...
Thursday 14 March 2024
APT upbeat about orders for advanced packaging
AblePrint Technology (APT), a company specializing in pneumatic and thermal process solutions for semiconductor packaging, is optimistic about the growing demand for advanced packaging...
Thursday 14 March 2024
Foxconn's recent AI server news to be 4Q23 earnings call highlight
Foxconn will hold its earnings call for the fourth quarter of 2023 in the afternoon of March 14.
Wednesday 13 March 2024
Air cargo capacity shortage could be supply chain breaking point
The shipping industry, passenger or cargo, has slowly recovered to pre-COVID-19 levels. It is worth noting that since air cargo capacities were booked up by e-commerce demand, failing...
Wednesday 13 March 2024
Silicon Catalyst partners with Arm to launch the Arm Flexible Access for Startups Contest
Silicon Catalyst, the world's only incubator focused exclusively on accelerating semiconductor solutions, announced it is partnering with Arm on the Arm Flexible Access for Startups...
Wednesday 13 March 2024
How deep is Nvidia's moat? CUDA may not be invincible forever
Faced with Nvidia's absolute dominance in China's AI chip market, how difficult is it for AMD to grab a share of China's AI market away from Nvidia? Experts said it will be tough...
Tuesday 12 March 2024
Pokemon Go developer Niantic believes that AR's biggest market will be outdoors
As Pokemon Go approaches the tenth anniversary of its launch, it continues to be the most influential augmented reality (AR) game globally. John Hanke, CEO of Pokemon Go developer...
Tuesday 12 March 2024
Taiwan science parks see combined revenue decline in 2023; expansion plans and government support
According to Taiwan's National Science and Technology Council (NSTC), in 2023, the total combined revenue of Taiwan's government-developed science parks, which include Hsinchu Science...
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