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Wednesday 10 April 2024
GIS expects bounce back as new Apple product shipments start to contribute in 2Q24
Apple's supply chain underwent inventory adjustments in 2023, which resulted in sluggish operational shipments. Touch panel manufacturer GIS, which saw its performance hit rock bottom...
Wednesday 10 April 2024
Global PC shipments return to growth and pre-pandemic volumes in 1Q24, says IDC
After two years of decline, the worldwide traditional PC market returned to growth during the first quarter of 2024 with 59.8 million unit shipments, growing 1.5% on year, according...
Wednesday 10 April 2024
Force-MOS sees growth in MOSFET wafer shipments, driven by China-based smartphone brands
China's production capacity in mature semiconductor processes has continued to grow with the substantial financial backing of the government. For power semiconductor manufacturer...
Wednesday 10 April 2024
Optics giants GSEO, Largan see March revenues surge
Optics giants have been seeing strong performance despite the traditional off-peak season in 2024.
Wednesday 10 April 2024
Innolux reportedly plans to close its Nanjing plant
Innolux, which has been actively developing its non-display business, is about to shut down its Nanjing plant.
Tuesday 9 April 2024
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
DIGITIMES Research's latest report on the global smartphone industry shows that global smartphone shipments totaled around 330 million units, rising 6.5% on year.
Tuesday 9 April 2024
LCD panel prices to continue to rally 1H24; Taiwanese panel manufacturers reported minimal impact from recent earthquake
Taiwanese panel manufacturers have reported minimal impact from the recent earthquake, and according to Sigmaintell, stockpiling during lower prices may cool down after the first...
Tuesday 9 April 2024
Server ODM Wiwynn sees 1Q24 revenue hit 4-quarter high
Wiwynn has reported that revenue increased 6.2% year-on-year and 18.9% sequentially to a four-quarter high of NT$69.63 billion (US$2.17 billion) in the first quarter of 2024, driven...
Tuesday 9 April 2024
Global smartphones, 4Q 2023

Introduction

Tuesday 9 April 2024
No off-peak slowdown for Wistron, as AI servers drive momentum
ODM companies are seeing better-than-usual performance during the traditional off-peak season, thanks to momentum driven by AI servers.
Wednesday 3 April 2024
Tesla's China market share is shrinking, compounding global woes
As Tesla Inc. grapples with a global slowdown in EV demand that contributed to its largest-ever quarterly sales href="https://www.bloomberg.com/news/articles/2024-04-02/tesla-sales-miss-in-first-year-over-year-drop-since-pandemic"...
Tuesday 2 April 2024
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research
DIGITIMES Research estimates that Taiwanese server-related business revenues declined by 7% in 2023, reaching above NT$2 trillion.
Monday 1 April 2024
Global top-5 notebook brands see February shipments rise over 10% monthly and yearly, says DIGITIMES Research
DIGITIMES Research's study on the global top-5 notebook brands, not including Apple, and the top-3 ODMs' shipments in February 2024 (shipment volumes do not include detachable models)...
Friday 29 March 2024
Notebook shipment update, February 2024

Introduction

COMPUTEX Microsite
Summary of Tech Supply Chain News!
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