DIGITIMES archived news

Research Report Database

JUL

26

2024

OpenAI tests new AI search features in direct challenge to Google

Apple's iPhone drops out of China top five as local rivals soar

ST cuts 2024 outlook as industrial and automotive demand slows

SK Hynix not concerned about HBM oversupply; optimistic that 2024 shipments will double

Solomon chairman believes humanoid robots will see massive improvements over next 3 to 5 years

Sink or surf? VCs weigh in on Taiwan startups facing the AI Tsunami

China's smartphone market grows 10% in 2Q24, thanks to 618 promotions and GenAI

Beyond hardware: Taiwan advances AI ecosystem amid global sovereignty push

TSMC Foundry 2.0 illustrates growing importance of IC backend, says ASEH

Musk backs Trump despite benefiting from Biden's green energy policies for profits

NAND flash capex to slow in 2024

Global watchdogs join hands to intensify crackdown on AI giants' market dominance

32-inch dual-mode gaming OLED faces supply shortage despite LG production lines operating at full capacity

ODMs collaborate with suppliers to reduce carbon emissions

VueReal collaborates with RiTdisplay to expand Micro LED consumer wearable applications

Japan may offer more support for Rapidus 2nm chip ambition

Global energy transition fuels Taiwanese expansion into storage solutions

China takes different approach to South Korea in display technology R&D; focuses on QD-LED and Micro LED

Samsung bets big on CXL for next-gen memory leadership

Thailand maintains electricity tariff to ease economic strain

India reportedly to ease curbs on Chinese investments

With leaks rumored during AI server liquid cooling tests, liability becomes major concern

Nvidia's investment in Serve Robotics opens new market for AI-powered food delivery

Revolution in auto electrification challenges Japan's industry

TI shows strong consumer analog IC demand in 2Q24

Chinese foundries favor domestic orders, limiting fab capacity for others

Mobile shipments in 2H24 expected to exceed 600 million

Next-gen Samsung flagship tablet may use MediaTek chips

Chinese semiconductor equipment could reach advanced levels in 5-10 years, says AMEC CEO

JUL

25

2024

CrowdStrike's tests failed to flag bug behind epic crash

Bitcoin, Ether slide as risk aversion spreads to crypto market

Taiwan's NCKU achieves angstrom-scale breakthrough in semiconductor precision

Green energy at a crossroads: the potential impact of a Trump victory

Apple releases new open-source AI models

SK Group head believes Nvidia's success model to face no challenges in 2-3 years

Official data reveals record investments in Kyushu attracted by TSMC

GadgeTek sees surging sales in US

US urges Mexico to boost semiconductor investment to keep pace with heated nearshoring race

Nexchip joins Chinese indigenization drive with photomask production, aiming for full-service foundry status

AMD delays Ryzen series launch due to quality issues

Samsung, SK Hynix keen to develop new TSV, focus ring, debonding solutions for next-gen HBM

KLA sees bright future in advanced packaging and HBM, expects flat growth in China

Chip giants clash: TSMC's Foundry 2.0 takes on Intel's IDM 2.0

Power crunch casts clouds over South Korea's largest chip cluster in Yongin

LCD TV panel makers face challenges amid market shifts

Slowing demand, policy changes limit EV adoption

Taiwan leverages ICT to power sports technology revolution

Rising memory prices, AI demand boost SK Hynix 2Q24 sales and profit

Vietnam works with Qorvo, Cadence to train 50,000 engineers by 2030

Optical industry acquiring new factories in fear of land shortage

How smartphone panels using two different technologies face different fates

Tesla profit drop in 2Q24 highlights transformation challenges

Weakening Japanese yen increases pressure on Taiwan ABF substrate suppliers

Foxconn steps up investment in China

Chinese MCU firms shift focus to automotive, household appliances

AI applications facilitate advances in IC process manufacturing

CSPs stay keen on deploying AI data centers

TSMC to break ground for German fab at year-end 2024, sources say

TSMC fab in Germany faces challenges for profitability

JUL

24

2024

Kishida calls for more money to develop domestic chip sector

Zuckerberg aims to rival OpenAI, Google with new Llama AI model

BOE's B16 OLED commitment boosts South Korean suppliers, Wonik to receive increased orders

Hon Hai celebrates 50 years as expert predicts ubiquitous AI applications

Tenstorrent aims to challenge Nvidia with low-priced AI processor based on RISC-V

Taiwan machinery sector gains from global supply chain reshuffle amid US-China tensions

SK Group megamerger to reshape Asia's energy landscape

IC packaging will be more important than foundry, says YMTC chairman

Taiwan offshore wind industry faces delays, shifts focus to Japan and Korea

Intel Foundry faces hurdles in European expansion and performance struggles

Onsemi selected to power next-gen VW EV

Inspur refutes Nvidia B20 collaboration reports amid H20 export restriction warnings by analysts

Samsung unveils the ultra-thin Galaxy Z Fold6 Slim to compete with Chinese rivals

Taiwan Digital Affairs Minister outlines comprehensive AI strategy at AWS Summit

PTI engaged in FOPLP, seeking collaboration

Elon Musk pivots to align with Trump EV policy

SDC 8.6G OLED investment fuels South Korea panel equipment import surge

Who will benefit from a potential tariff war on chips?

Sharp acquires communication patents from Foxconn subsidiary to boost wireless tech portfolio

Post-Biden-exodus, Democratic candidates and supply chain prospects

Acer COO voices optimism about AI PCs

E Ink advances color technology, first e-paper mobile phone allegedly in mass production

Poor results from NXP raise doubt on 2H24 car chip demand

Uncertainty arises over 3Q24 consumer chip replenishment momentum

Outlook for Taiwan export orders optimistic

Samsung HBM3 and HBM3E still pending Nvidia quality tests

Chinese IC self-sufficiency efforts vary for automotive MCUs, MOSFETs

India reduces import taxes for smartphones, benefiting Apple

NXP doubts Tier-1 auto customer inventory policies, details new JV with VIS

TI results offer hope amid 300mm capacity expansion for enhanced resilience

FOPLP steps forward as foundries compete for packaging talents

Will glass substrate packaging dominate?

TSMC sees spike in SHR orders from China

TSMC said to adopt larger glass substrates for FOPLP

JUL

23

2024

China greenlights massive offshore wind project for Shanghai

Suzuki sees India's automobile market growing fivefold by 2047

ASML looks to expand staff in Japan thanks to rising local EUV demand

YMTC head expects explosive chip demand in China amid US restrictions

Biden bows out: Kamala Harris takes lead as AI regulations and semiconductor debates heat up

NAND memory bit shipment growth in 2H24 to be boosted by iPhone 16 demand

IC industry hopes for turnaround in 2H24 amid new AI PC solutions

TSMC stands firm amid high costs and Trump's criticism, global chip mass production on target

Apple's rumored foldable iPhone yields mixed news for Samsung

India's latest fabless entrant iVP Semi targets domestic market with homegrown strategy

Composite materials balance high potential with high costs

Experts call for more support from South Korean government to fend off OLED panel competition from China

EU tariff dilemma: Balancing anti-subsidy measures on Chinese EVs with economic reliance

Amkor, Infineon promote supply chain decarbonization and sustainability

TSMC outpaces Samsung in HPC revenue growth for 2Q24

Tencent Cloud develops OS for Chinese server CPUs

Taiwan-based semiconductor, PCB firms expect minimal impact from US election

Mobile SoC suppliers expect limited growth in smartphone market in 2024

Chinese NAND flash maker YMTC sues Micron in US over alleged patent infringement

TSMC braces for potential geopolitical variables

Indkal targets US$35 million in sales for Acer-branded smartphones

NXP disappointing results imply slowing automotive demand

Trump's protectionist remarks threaten the global chip boom amid AI surge

iPhone production surge signals growing role in global supply chain, citing India 2024 economic survey

Huawei, MediaTek likely to settle patent dispute out of court

Biden's exit sparks energy policy shift as Trump eyes White House return

Taiwan's tech industry braces for continued US-China tensions amid looming US election

Nvidia reportedly developing China-compliant AI chip, partnering with Inspur

US election sparks debate on China export restrictions

JUL

22

2024

Global IT outage hits Microsoft cloud, automotive industry faces disruptions

VW, Xpeng deepen software collaboration across EVs in China

OpenAI releases GPT-4o mini, a cheaper version of flagship AI Model

Advantest Taiwan opens new HQ amid surging AI chip demand

Taiwan prioritizes drones and AI in new defense technology unit

AI PCs generate buzz but face supply chain skepticism over replacement wave

FOPLP under advanced packaging spotlight after CoWoS

BYD expands manufacturing and distribution presence in Southeast Asia

ThinTech eyes advanced packaging opportunities

Samsung increases number of MPW service offerings for fourth consecutive year

China-based startup Byinka to ship 7th-gen IGBT to customers

Meta eyes Ray-Ban parent company stake in development push for smart glasses

Taiwan to unveil new policies to mitigate talent shortfall with AI and foreign workers

Why didn't SK On make a profit in any of the 10 quarters since its establishment?

Apple Tim Cook promotes Vision Pro amid sluggish US sales

Doosan group unveils major restructuring for clean energy, smart machinery, semiconductor materials

Catcher reportedly engages in insider trading; impact yet to be seen

Renesas intros power management solution for space-grade AMD SoC

SK Group's energy overhaul: SKI and SK E&S merge into US$72.5 billion powerhouse

Weekly news roundup: China's secret semiconductor exports surge; a SWOT analysis of India's semiconductor industry

Unisoc to expand overseas markets with ambitious 5G chip launch

Smart meter installment expected to reach 1.74 billion by 2030, says DIGITIMES Research

South Korea eyes 6G hotspots as telecoms urge caution

Samsung Display shifts focus to US market as OLED demand surges

ASML orders increase 24% in 2Q24, highlighting TSMC's N2 development

Huawei sues MediaTek in China, signaling HiSilicon push

China dominates global automobile exports in 2023 as EV demand surges, says DIGITIMES Research

India roundup: L&T Semiconductor eyes mid-term GaN fab development

Industry insiders take Trump's comments with a grain of salt

US, IDB launch initiative to boost IC backend capability in key partner countries

JUL

19

2024

Trump vows action to end electric vehicle 'mandate' on day one

Micron sampling MRDIMMs for AI and HPC

Hyundai Motors to propel hydrogen bus expansion with 300 new charging stations

Xiaomi reclaims leadership in Indian smartphone market in 2Q24

The German electrification dream falters as supplier bankruptcy surges 60%

GenAI's staying power: Private AI and smaller models preferred by enterprises

MediaTek seeks to advance smart car, EV ecosystems with AI

Samsung Exynos 2500 marks pivotal comeback amid looming competition

Silicon dreams: a SWOT analysis of India's burgeoning semiconductor industry

Swancor forges alliance for recyclable low carbon circular economy

Taiwan electric scooter market evolves with innovative designs and diverse options

Samsung halts foundry line construction at P4 amid customer challenges

Singapore gears up for semiconductor boom with new land and perks

Samsung memory goes full throttle, advances 3D and LLW DRAM

Samsung reportedly elects memory over foundry at P4 to capitalize on booming AI server market

Satellite communications: Apple's next big move with iOS 18

Force-MOS kicks off production for USB PD3.1 fast chargers

UK anti-trust watchdog probe into Microsoft's close ties with Inflection AI

Huawei sues MediaTek in potential shift to IC design house patent licensing

Acer explores hydrogen power to boost ESG initiatives

The return of a US-China trade war? Q&A with political economist June Park

Transformation shows results as GSEO and Ability Opto-electronics explore new fields

Fanuc completes new US facility for automotive robots

OpenAI reportedly talks with Broadcom for chip development amid growing GPU-ASIC competition

GTOC sales driven by automotive glass applications

Wah Lee sees promising demand for advanced foundry processes

Liquid cooling boom lures companies despite high entry barriers

Rising chip competition worries mobile phone makers

Foxconn, Luxshare to gain from consumer electronics demand recovery

TSMC proposes Foundry 2.0 to alleviate antitrust concerns

JUL

18

2024

Key TSMC earnings takeaways: CoWoS supply-demand balance by 2025, N2 and A16 details

TSMC revises 2024 sales growth forecast to 24-26%

Intel, GlobalFoundries defy chip slump sparked by policy worry

ASML's China sales surge highlights risk of tighter US curbs

Debunking Trump's misconceptions on Taiwan's role in the global chip industry

SK Hynix on track to explore interposer-free HBM4 production

Players' cards in AI server assembly market

India reportedly to speed up visa processing for Chinese technicians, clarify investment conditions

TSMC expects around 10% revenue growth in 3Q24

Acer to expand brick-and-mortar footprint in India

Yandex completes US$ 5.4 billion Russo-exit, launches new AI venture powered by Nvidia chips

Intel builds brand-new interactive experience to showcase AI at Paris Olympics

XPeng and Baidu lead China's rise in autonomous driving tech

Malaysia's semiconductor sector optimistic for 3Q24: talent recruitment and AI integration on the rise

Canon targets double-digit growth in India, eyes local opportunity in chipmaking tools

AI era demands a new data center paradigm

Acer to expand brand-licensing strategy and Indian market

Singtel partners with SKT to accelerate 6G and AI transformation

Automakers push forward despite low V2X returns

Aeonmotor targets growth with new models and Vietnam expansion

President Lai pledges support for next-gen Taiwan AI supercomputers in weather forecasting

Leadership changes at Google Cloud Taiwan reflect strategic challenges in market expansion

AI to advance AUO dual-axis transformation, says chairman

BMW increases car prices in China

Lite-On tackles AI energy paradox with innovative power solutions

Leading CCL makers see June revenues soar thanks to AI servers

Delta Electronics navigates global shifts with strategic R&D, production planning

Chinese PV companies flock to Middle East with new projects

Acer chair talks about company resilience

ASML performance surges amid TSMC investment rumors, strong China sales despite US curb threats

Demand for gaming MCUs is picking up

TSMC sees 3nm chip output exceed 100,000 wafers monthly