DIGITIMES archived news

Research Report Database

JUN

14

2024

Samsung chairman visit with Meta, Amazon, Qualcomm CEO hinting at possible collaboration

AI demand helps South Korean chip export prices to record jump in May

OpenAI appoints former NSA chief Paul Nakasone to board

Nokia and Foxconn to make 5G products in northern Vietnam

Is Huawei, a new automotive tier-1, overshadowing carmakers?

Samsung to embrace rising high-end NAND demand for AI smartphones amid Chinese competition

Chinese carmakers grow dependence on Nvidia as BYD 2025 model adopts DRIVE Thor

London Tech Week live: UK's semiconductor industry and TSMC in the spotlight

MKS Instruments expands to Malaysia with new Penang plant, supporting chip production

Synopsys certifies AI design flows on Samsung 2nm

PurismEV leverages vehicle control to extend EV range by 40%

NHIA, Google forge 5-year partnership to advance Taiwan's digital healthcare with AI

Beijing municipal government fund invests in AI chip developer Kunlunxin

What is the real intention behind EU's BEV tariffs on China?

Taiwan’s hydrogen gamble: can policy and infrastructure catch up?

Egis, Fingerprints form exclusive mobile patent, technology, and product licensing collaboration

Asustek chair more bullish about server operations over next 5 years

Walsin upbeat about demand resulting from AI and autos in 2025

Apacer expects 2025 to be good for memory market

Connector element manufacturers focus on AI server water-cooling connectors

Taiwan power IC firms see automobile deployment pay off, although China remains a concern

Accton president talks about biz transformation

Samsung to be top in sales as iPhone enters transition period

AI chip vendors approach OSATs for possible FOPLP support

Huawei HarmonyOS outperforms Apple iOS in China in 1Q24

Taiwan anticipates Goldilocks economy in 2024 while closely monitoring uncertainties in China

SEMI to launch first SEMICON India in September

Chipmakers brace for TSMC price increases

JUN

13

2024

China EV makers have room to absorb EU tariffs, find new markets

Samsung unveils chip technology road map to win AI business

Rapidus anticipates achieving a US$6.4 bln revenue target by 2030

Apple doesn't want OpenAI partnership to overshadow Apple Intelligence

India reportedly seeks to limit Chinese participation in Indian subsidiaries, woos Taiwanese investments

China's all-solid-state battery funding to challenge South Korea and Japan, leaders in the field

AWS invests billions in data centers in Taiwan, future challenges in renewable energy and power supply

Apple's AI-driven upgrade makes ripples or waves?

Elephantech seeks strategic partners for sustainable PCB manufacturing in response to surging demand

Icarus on fire: the heat of China's solar market battle

Legacy tier-1s find themselves in tight spot as automakers transfer cost pressure

China accounts for half of Japan's chip equipment exports for 3 quarters in a row

China-based National Silicon Industry to double wafer production capacity to foster self-reliant chip ecosystem

iPhone 16 series set to introduce Apple Intelligence; LG Innotek expected to reap benefits

EU to enforce additional tariffs up to 38.1% on China-made BEVs

HBM competition (2): The choice of HBM's next steps?

Network communication chip battlefield for cloud AI emerges

Audix to see high-margin manufacturing biz climb

AmTRAN expects prosperity in 3Q24 as shipment ratio changes

Taiwan data center expansions heap pressure on electricity supply

Network device makers venture into AI server market

AI and HPC brings recovery, Zenitron remains prudent for 2H24

Strong AI revenue growth offsets weakness of Broadcom

AI PCs still in warm-up mode

Taiwan CSPs upbeat about implications of AWS establishing data center operations in Taiwan

AI PCs to boost retimer chip demand, says Parade

China EV price war takes its toll, fueling involution

MediaTek quietly developing AI PC chips

JUN

12

2024

US weighs more limits on China's access to chips needed for AI

European officials say China EV tariffs may be around 25%

Sony eyes profitability for automotive CIS biz by fiscal 2026 amid 6x growth in car cameras

ElevATE, GF partner on commercial and national security HV chips

AWS to launch new infrastructure region in Taiwan

Apple's satellite ambitions: a slow burn compared to AI's rapid rise

Leapmotor partners with Ambarella for intelligent driving technology

Samsung reportedly halts anniversary activities for new management initiative amid operation crisis

Canon eyes growing semiconductor opportunities in India

Taiwan's passive component makers thrive on AI boom, Yageo and Ample lead the charge

China-based Royole Technologies initiates bankruptcy liquidation amid financial struggles

Xiaomi, BYD pour CNY100 billion respectively into smart vehicle technology

SaaS valuations fall while hardtech startups rise?

Intel new SoC solution accelerates EV innovation, slashing costs

LG Innotek adopts 'AI process formula' for camera modules; reduces defect rate by 90%

Apple indirectly confirms self-developed cloud chips; building brand-new AI moat

Tata Motors outlines EV roadmap, achieving 30% penetration in portfolio by FY2030

TSMC's NT$4 billion donation for semiconductor talent education still needs fine-tuning

South Korea's US$454 billion semiconductor cluster faces power shortage threat

Samsung expands advanced-packaging alliance with 10 new partners to rival TSMC

GenAI: the next frontier for startups and tech giants alike

Global chip firms tapping local talents and growing demands in Vietnam, says DIGITIMES Research

Himax to participate in FOCI private placement

Silicon Power aims for three main targets in growing DRAM business

Readmoo collaborates with PocketBook with E Ink as support

General-purpose server sales momentum in 2024 to exceed expectations

Panel industry strives for continuous profit to ensure steady operations

Supply chains await replacements spurred by Apple's long-awaited AI system

Apple iOS 18 satellite communication capability to boost GaN PA demand

Chinese battery makers unfazed by US threats of sanctions

Apple Intelligence to challenge rival AI ecosystems

JUN

11

2024

TSMC's premium over SMIC shows challenges for China's chip fund

UAE Minister says US concerns over chip supplies to China valid

IPCs shine light on edge AI potential amid Nvidia supplier showcase

Apple progresses slowly with foldable products; SDC and LGD receive requests

AI enables sustainable future but presents environmental challenges

Turkey to impose 40% tariffs on Chinese vehicles; Volvo reportedly shifts EV production to Belgium

Nvidia CEO Jensen Huang talks about partners, growing competition

India post-election coalition compromise requirements may impact investors, warns experts

Sony to see CIS shipments surge for high-end smartphones, boosting Sunnic prospects

Asus cautiously expands make-in-India notebooks despite optimism about Indian PC market

Mobile phone lens market growth will be flat in 2024, says Largan chairman

China's mineral supremacy can influence US and the rest of the world's EV game

India-based Dixon enters display manufacturing with China-based HKC

AI ignites London Tech Week 2024

China reports growing exports in semiconductors, implying overcapacity

Influencer search platforms starting to introduce GenAI as it innovates marketing

Largan Precision confronts software misuse allegations, focuses on R&D amidst market plateau

AMD CEO: AI will dominate and Taiwan will matter

Nvidia's market cap soars over US$3 trillion, surpassing Apple to take no.2 spot globally

Weekly news roundup: SPIL injects US$1.276 billion into Penang to build packaging, testing capacity

Newly appointed TSMC chairman reveals five strategic priorities in first week

Google to invest US$5 billion to complete next phase of Singapore Data Center and Cloud Region campus expansion

Apple unveils software updates including VisionOS in push to revolutionize spatial computing

UK semiconductor delegation seeks Taiwanese partners in high-tech collaboration push

Computex 2024 wraps up with record-breaking attendance and tech innovation awards

CEOs of Nvidia, TSMC meet for 3/2nm, CoWoS manufacturing

Targeting AR device market, Samsung Display unveils LEDoS development process

Apple introduced privacy-centered Apple Intelligence at WWDC

India roundup: Foxconn Hyderabad facility to begin operation in August, says Indian official

Imec spin-offs showcased the future of communication at InnoVEX 2024

JUN

7

2024

Meta's WhatsApp Is adding a new AI assistant for businesses

Microsoft, Nvidia to face US antitrust probes over AI moves

TSMC May revenue grows 30% YoY to NT$229.62 billion; Q2 targets within reach

Samsung chairman visits Verizon as first stop of two-week US trip

Nine local carmakers approved to test L3 vehicle autonomy in China

Musk's xAI eyes Memphis for supercomputer hub, teams with Oracle to leverage Nvidia H100 for largest GPU clusters

China Resources' acquisition of JCET shares is killing two birds with one stone

Intel forming alliances to combat Nvidia; setting up for Gaudi 3 and AI development tools

French tech startups shine at InnoVEX, Computex 2024

Taiwan fabless chipmakers stage impressive presence at Computex 2024 with cutting-edge innovations

India remains promising, challenging EV market as Modi secures third-term

Delta Electronics keenly expanding into AI application solutions

Wi-Fi HaLow: the next frontier in IoT connectivity

AI's opportunities lie in vertical fields; startups can build application moat

The Future of AI: Industry leaders discuss transformative advances in AI scalability through CPO and NPU

OpenAI revives robotics team, aiming for collaboration in the robotics industry

Global semiconductor sales increase 15.8% in April, says SIA

Google's AI laptop strategy: functionality and user experience over specs

SK top executives visit TSMC's new chairman in secret mission

DRAM spot prices to rise alongside contract prices after August

Contrel steps up deployment in MicroLED, advanced packaging fields

Uneec teams up with TaiSol for liquid cooled AI server solutions

Solomon gearing up for AI robot boom

Automotive market shows recovery while Chin Poon hold concerns about oversupply in 2H24

AI and 5G inseparable in preparing for 6G native AI vision

Kenmec to start shipping liquid cooling solutions in 2025

Supermicro, ASE, and CSI to establish Taiwan's first liquid cooling data center

AI-enabled PCs, smartphones with PIM technology on the horizon

AUO unveils world's first 100% green energy manufactured display for Acer's carbon-neutral laptops

ProAsia boosts mass production of SiC with 3Q24 first batch delivery

Indian election results may slow electronics manufacturing investments

Micron samples next-gen graphics memory for gaming and AI

Chinese government gaining control of domestic semiconductor industry

Synaptics targeting demand for AI PC, AIoT device apps

NXP to place mainly PMIC orders with JV fab in Singapore, says company CTO

JUN

6

2024

Elon Musk's xAI to develop new supercomputer in Memphis

China's Big Chip Fund to exceed US$47.5 billion goal, adviser says

Intel's Lunar Lake rescued by TSMC 3nm process?

Air Liquide plans US$250 million US location to supply Micron gas

WSTS raises global semiconductor market forecast for 2024 to 16% growth

Maruti Suzuki announces investment expansion in renewable energy in India

National Taiwan University teams up with industry to launch TAME for tailored Traditional Chinese language model

EVs drive demand for advanced satellite antennas

Renesas to help talent training in chip industry in India

How hard to snatch 2nm foundry orders from TSMC?

Nvidia faces 50% foreign hiring mandate for potential new R&D center in Taiwan

Imec, ASML open joint lithography lab

From 'red ocean' battles to 'black ocean' frontiers in the satellite industry

Samsung and LG to supply 130 million OLED panels for iPhone 16 series; BOE stalled by legal and technical issues

Phison expects enterprise SSD solutions revenue growth

From Cloud to Edge AI: Delta Electronics highlights energy conversion efficiency

AI and ESG trends to boost adoption of liquid cooling tech, says Supermicro

EV battery swapping gaining momentum in China

TAC optical films demand rises, increasing TacBright's sales in 2024

EU's potential tariff could be self-destructive as China supports 60% of the bloc's EV imports

Taiwan's GenAI ecosystem unrivaled for next decade, says former tech minister

Foxconn eyes on data center leasing opportunities

Who is the person behind Nvidia's next-gen platform 'Rubin'?

LG Electronics cracks US data center cooling market amid AI boom

Memory module manufacturers compete to ride AI growth wave; gather at Computex 2024 to showcase results

TSMC reportedly to receive first high-NA EUV by end of 2024

AI PC and smartphone sales ride high with Jensen Huang's whirlwind tour

TSMC to help VIS develop JV fab in Singapore, says VIS chair

NXP talks about ambitions for AI, responsible robots

Qualcomm sees Wi-Fi 7 adoption increase, becoming mainstream by 2H25

JUN

5

2024

Exclusive: Foxconn's Hyderabad factory to start production as early as August, says Telangana official

SpaceX gets Starship launch license, targets June 6 flight

Cisco to invest US$1 billion in AI startups as industry booms

Qualcomm CEO backs Arm's claim of 50% market share in Windows PCs in five years

UnaBiz sets new record for 90% accuracy with AI-enhanced Wi-Fi geolocation services

Micron has advantage in HBM4 orders for Nvidia's Rubin platform, said South Korean media

NXP, VIS team up for 300nm JV fab in Singapore

Stellantis and Mercedes-Benz's joint battery company delays work for new European plants

Foxconn and Nvidia announce cutting-edge computing hub in Taiwan

Gelsinger's canceled visit has South Korean industry concerned about marginalization in AI semiconductors

Nvidia crowned as biggest winner at Computex 2024 with four major awards for AI innovations

Different EV strategies polarize Japanese automotive parts suppliers' outlook

Intel sells 49% stake in Irish wafer fab to share costs amid global manufacturing expansion

Pegatron reveals new AI server product equipped with Blackwell; set to ship in 4Q24

IC distributors Edom, GMI join Nvidia ecosystem, capturing opportunities in automation and GPU leasing

Semiconductor foundry utilization rates seen higher than 80% in 2H24, thanks to AI boom

DDR5 prices have room for further 10-20% rise

Nvidia confirms to enter ASIC market and will build 2nd AI Supercomputer in Taiwan

STMicroelectronics, Geely announce multi-year SiC supply agreement amidst booming EV market in China

EU launches AI office to enforce AI Act and supervise development

For Big Fund Phase 3, the devil is in the funding structure details

How Taiwan is related to Nvidia's rise to stardom in the AI Era

Lens makers Largan, GSEO to shine in 2H24 as AI smartphones drive demand

Qualcomm confident in its AI PC competitiveness

Sony eyeing bigger automotive CIS market share in China

PCB makers optimistic about 2H24, as AI PCs showcase prominence of Taiwan-based supply chain

Intel CEO sees AI ethics a big issue in next decade

Arm and Nvidia CEOs share the spotlight at MediaTek's keynote, leading to heated speculation of future partnership

To appeal to Taiwan's supply chain, Germany and the Netherlands partner to expand semiconductor ecosystem

Memory market duality: Spot prices fall amid sluggish terminal sales, contract prices rise on AI demand

Unisoc reportedly raises funds worth over US$552 million

Tower Semiconductor awaits approval for wafer fab proposal following Indian general elections

Liteon takes OEM partners to join Nvidia GB200 supply chain

Samsung and LG face rising pressure from Chinese TV brands

Samsung introduces AI technology in Exynos chip development

Challenges lie ahead for Nvidia autonomous driving solutions

Mobile phone surge powers Win Semiconductors into 2024

Which city will host Nvidia's massive R&D center?

Quanta seeing supply for AI servers fall short of demand

Intel still looking for optimal AI PC processor benchmark

US chip vendors applaud TSMC, other Taiwanese partners support