DIGITIMES archived news

Research Report Database

MAY

23

2024

What are the functions AI smartphones will emphasize?

Shinfox Energy calls for new government backing on nuclear-free vision

Ericsson evaluates increasing telecom gear exports from India

Adata expects another record gross margin in 2Q24

As IC makers cheer on AI PCs and smartphones, high cost remains primary concern

Tatung to focus on new energy industry as 'the highlight for future growth'

AI PCs a shot in the arm for lackluster MOSFET market, says Sinopower

EIH dictates e-paper pricing, to focus on penetration rate

TSMC-backed VisEra cautiously optimistic about 2024, with Longtan plant to reach full capacity in 3Q24

Scaling ocean-based CDR: a necessity for climate mitigation

Major Chinese CCL firm raises prices

Nvidia keeps explosive momentum, struggles to meet soaring demand

Taiwan foundries gain PMIC orders shifted from China

TSMC CEO visits ASML HQ

MAY

22

2024

Bain-backed Chinese EV services firm NewLink seeks private loan

China's $10,000 EV is coming for Europe's carmakers

Samsung sees second senior leadership shuffle amidst HBM lag, organizational restructuring imminent

Research Insight: G2 creates opportunities for diversified development of Vietnamese chip industry, but challenges remain

Taiwan seeks new funding solution for AMD's R&D center subsidy

Kaynes Tech expects OSAT business to begin operation in two years

Huawei's automotive business unit profits in 1Q24

Csun contributes to advanced packaging supply chain, says company president

UMC starts equipment move-in at new phase of Singapore fab

Audi partners with SAIC to develop China-specific EV platform; first vehicle to come next year

PCB suppliers optimistic about iPhone's AI benefits; Huawei's flagship smartphone chips face supply shortage

PSMC expects gradual recovery in 2H24

LG partners with Google to unveil 'empathetic AI' service robot in June

Western European TV Market sees recovery, 2H24 sports events to boost shipments

AI PC market surge to spark antennas and sensors opportunities and innovation, industry reveals

Industries struggle with workforce imbalance as tech talent flocks to semiconductors

Generative AI at reasonable prices: Tenstorrent's strategy according to Chief CPU Architect Wei-han Lien

Japan vows to make 12 million software-defined vehicles by 2030

India reiterates import restrictions on IT products

Rapidus sees Esperanto as its latest customer after Tenstorrent

MediaTek continues to lead market in mobile SoC shipments

Power HV: transforming transformer monitoring in the energy sector

Taiwan mobile phone unit sales remain sluggish

Qualcomm teams up with Microsoft and notebook ODMs to challenge Intel on its home turf

GF names new head for China market, but challenges ahead

As AI PCs launch, notebook ODMs still await momentum

AMD submits application to establish R&D center in Taiwan, says MOEA

AI and Microsoft's backing for Arm chips may revive PC market

MAY

21

2024

'Leadership is not forever': Pompeo urges Taiwan to continually innovate to maintain chip dominance

ASML and TSMC can disable chip machines if China invades Taiwan

Alibaba sparks China AI price war with spate of steep discounts

Concerned about market restrictions in China, Sony expands its CIS market share outside of China

Airtel and Google Cloud forge landmark partnership for cloud and AI services in India

EV rivalry among US, Europe, China stresses top German carmakers

As AI smartphone era arrives, 3nm mobile AP war poised to heat up

XR headset partnership between Meta and LG reportedly canceled

LGES likely to overtake Panasonic in launching 46800 battery mass production

Samsung foundry zooms on 'Nemo' in its competition with TSMC

Canadian startup CEMWorks looks to play crucial role in semiconductors, 5G, and AI with its simulation tool

SDC and LGD dominate OLED monitor market with rapid growth and gaming focus

SK Hynix teams up with TSMC to accelerate rollout of customized HBM4 solutions

South Korea's semiconductor subsidy: a bid to attract SMEs

Samsung names new semiconductor chief

China's internet giants see 1Q24 revenues skyrocket thanks to AI

Microsoft's AI ambition clashes with carbon-negative goal as supplier green mandate intensifies

TechInsights announces 10 best and the best semiconductor equipment supplier ranking for 2024

Aplex expands market with OT and IT, adding AI to IoT framework

Renesas targets significant growth in Indian market, to scale down future acquisitions

Direct supply of GPU and HBM becoming mainstream: IC distributors expand AI businesses

Polarizer supplier CMMT sees manufacturing utilization rise

Niche memory specialists upbeat about network device upgrades

AI PC race between Qualcomm, Apple, and MediaTek

Astera Labs steps up investment in Taiwan

India-based SaaS provider Zoho reportedly looking to foray into chipmaking

AUO goes beyond panels

Demand divided for smartphone specs in 2024; flagship models to stand out

Cooling, power supply, cabinets: server suppliers' main selling points at Computex

Mobile AMOLED panel prices rise in May, while LCD prices slide

Wi-Fi 7 inventories rising in anticipation of momentum in 2H24

Memory module firms stockpile in anticipation of chip price rally

Naura benefits from China chipmaking tool self-sufficiency

Samsung S25 likely to use Qualcomm chips despite rumors of 3nm Exynos, say market sources

Lead times for Nvidia chips shortened

MAY

20

2024

China's EV makers taking longer to pay bills amid rising stress

Musk launches Starlink in Indonesia, eyes future investment

Why Samsung and SK Hynix report rising inventories amid improving memory market

Taiwan-based suppliers concerned whether rising Chinese carmakers could bring stable orders

EVs, smart driving systems fall victim to price war in China's car market

Synopsys and Samsung collaborate on 3nm GAA mobile SoC design for 2025 Galaxy smartphones

Qualcomm confirms license to sell to Huawei has been revoked; patent licensing business unaffected

From Cloud to Edge, hybrid AI model is taking shape

Will EV demand rebound in 2025?

TSMC mass produces Tesla's Dojo AI training tiles, eying 40x power boost by 2027

Global 1Q24 wafer fab production capacity up slightly

Taiwan's private 5G network bridges local innovations with global markets

Despite increased EV tariffs, BYD makes its way into US 'backyard'

Blue carbon doubts cloud net-zero ambitions, scientist warns

Tesla suffers crippling effect from charging team layoff before FSD comes to its rescue

Samsung reportedly to supply 3nm Exynos in latter half of 2024

Challenges for AI PCs are just about to start

Acer unveils consumer electronics subsidiary in India, expands manufacturing partnership with Dixon

Indian solar company gradually reducing China dependence

Major Japanese automakers plan collaboration on key car tech development

SK Hynix plans to shorten HBM4E development process by 1 year

Mahindra to invest US$1.4 billion in EV business

India roundup: India smartphone market sees premiumization plateau

Weekly news roundup: Chinese semiconductor companies rally in full force to boost Huawei chips

Sharp to close world's first 10G LCD panel fab by September, spurring major customers to reassess supply partnerships

Samsung establishes new organization aiming to increase value of refurbished devices

Johor-Singapore Special Economic Zone aims to become 'Shenzhen of Southeast Asia'

Dell and Acer leads Indian PC market in 1Q24

Japanese initiative helps semiconductor material startups cross Death Valley

MAY

17

2024

Huawei-funded research at US institutions is subject of House probe

Reddit forges pact with OpenAI to bring content to ChatGPT

AI PC will become an obsolete term soon, predicts tech titans at pre-Computex 2024 event

TCL CSOT and Huawei showcasing tri-fold technology at Display Week event

Generative AI is transforming the game 'from cloud to edge'

'Tencet of Vietnam' VNG teams up with Nvidia, leveraging 1,000 GPUs for AI services

Samsung unveils its top five customers for 1Q24

Streaming market sees new competition rising as Disney joins forces with Warner

ASML's secret sauce for semiconductor success amid challenges in the Angstrom Era

ASEAN regions face looming labor shortages despite economic boom, logistics industry reveals

Foxconn Industrial Internet anticipates 40% global AI server market share in 2024

North American startup Zinite pursues the real 3D chip with thin-film transistor innovation

Inventories likely fall soon in global semiconductor industry

SMIC to slow capacity expansion from 2025 onward amid concerns over customer 'pre-pull'

Honda will invest US$65 billion to accelerate EV ambition

Check Point's AI-powered defense: battling modern cyber attacks

Nanoimprint lithography, Canon's entry ticket into advanced semiconductor market?

Day zero to one: GECCO bridging the edge and cloud gap with edge computing appliances

IPC makers to take AI competition to the edge

eYs3D announces new products on human-computer interaction and visual sensing

Sporton betting on AI and edge computing, with 5G orders concentrated in 2H24

AOI demand increases as TRI expands China and Southeast Asia markets

Niche memory prices to return to pre-pandemic levels in 2H25

IEIT, FII enjoy robust AI server demand in China

China chip demand is rebounding, but 2H24 outlook remains opaque

Applied Materials projects significant revenue growth from GAA, sparking major chipmakers showdown in 2025

Topco sees strong orders from Chinese foundries

Notebook shipments to pick up gradually in 2H24

Intel steps up equipment and material orders for advanced packaging

MAY

16

2024

Microsoft's China AI teams face relocation amid US tightened restrictions

Nio is launching a more affordable brand in direct challenge to Tesla

TSMC Arizona construction site blast kills truck driver

FCCL firm Taiflex opens new plant in Thailand

Samsung reportedly ditches self-driving EV software to focus on robotic intelligence

What are the implications for Amazon purchasing minor share in Alchip?

Hardware supply chain's pivotal value recognized in Nvidia's strategies

Kymco unveils e-scooter with integrated charging and battery swapping

Tencent Cloud collaborates with BRI and Hi Cloud Indonesia to drive banking technology innovation

India reportedly contemplates IP pool for chip startups

Stellantis forms JV with Leapmotor, EU likely to put punitive tariffs on Chinese EVs

Semiconductor firms' ranking as 'most-desired employers' rising fast in Japan

Foxconn, Siemens team up for smart manufacturing

Kai-Fu Lee's 'Wanzhi': China's answer to ChatGPT

Taiwan PCB makers focus spending on high-end HDI boards

Macroblock actively exploring niche markets

RiTdisplay transformations as energy revenue surpasses display business

Veolia inaugurates first regeneration plant in China

Could Taiwan realize EDA autonomy amid low-profile deployment by TSMC?

Google expects Circle to search to reach 2 billion Android users

New fab projects to buoy Taiwan equipment and facility suppliers

South Korean companies to walk tightrope between US tariffs, China's upcoming retaliation

Could massive US tariffs on Chinese EVs harm the US automobile industry instead?

Tron Future completes Series A round, targets rapidly growing global counter-drone demand

Quanta's 1Q24 earnings call: opportunities in AI, 3 key factors for upcoming strategies

Nan Pao enters electronics industry chain with supply of optical clear adhesives

Chinese PMIC market to recover faster than others, says Silergy

Dixon to make products for Compal in September, to foray into display module manufacturing

Foxconn, Quanta, Inventec hold advantages in competition for GB200 server orders

M&A not the only expansion strategy, says WPG

Consumer MCU market recovery in different regions vary

MAY

15

2024

China vows 'resolute measures' after Biden's new tariffs

OpenAI chief scientist Ilya Sutskever is leaving the company

How will US tariff hike affect China's clean energy industry?

Memory giants fiercely vying for HBM3E orders from Nvidia and Broadcom

AT&S to sell medtech PCB factory in South Korea

Artificial intelligence is bringing an epic change to our lives

iPad Pro reviews: performance of M4 chip flawless; software disappointing

Why is Samsung struggling in the Chinese market?

Tech titans turn to Southeast Asia's booming digital market for AI growth

TSMC, MediaTek experts join government-sponsored mentor team for global chip innovators

Canada-based CentML harnesses software optimization to maximize LLM performance

AI rush sparks workplace woes: Amazon and Google under fire for workforce crunch

PCB industry moves up the ladder as silicon photonics packaging demand grows

Google TPU development paces up with introduction of Trillium

Next-gen networks: 6G, LEO satellites, and HAPS

Tablet and headset shipments increase, GIS turns loss into profit in 1Q24

Broadcom's AI chip revenue to more than double in 2024 despite China market challenges

AI spending in India expected to see strong growth by 2027

US-China trade relationship exacerbates as Biden raises tariffs on Chinese EVs, solar cells, semiconductors

Foxconn's 1Q24 earnings call: more opportunities for CDMS business model as EV market competition intensifies

Taiwan pioneers next-gen batteries, ProLogium to produce LCBs for 200 EVs in November 2024

Inventec's 1Q24 earnings call: growth across three major product lines, AI server revenue to double

Google unveils multimodel AI assistant, expands Gemini and Gemma families

PCB firm Chin-Poon to expand factory site in Thailand

NXP, Pegatron team up for smart cockpits

China catching up in LLM race, says former Google China president

India smartphone market sees premiumization plateau as top brands lose appeal

Chipmakers gearing up for automotive Ethernet boom

Alchip to draw investment from Amazon

Taiwan memory makers look to DDR4 for 2024 growth