Monday 4 December 2023
Global top-5 notebook brands experience over 20% on-month shipment drop in October, says DIGITIMES Research
The global top-5 notebook brands, not including Apple, saw their combined shipments decelerate in October and slip 20% month-on-month after their keen shipments in September for the peak season. However, volumes rose 3% year-on-year, according to the latest figures from DIGITIMES Research's monthly notebook update report.
Friday 1 December 2023
Global notebook shipments rise in 3Q23 but to slip in 4Q23, says DIGITIMES Research
Global notebook shipments performed better than expected in the third quarter of 2023. After enjoying an over 20% sequential increase in the second quarter, the volumes went up further by 2.1% in the third, but the shipments will then slip 7.3% in the fourth quarter due to high channel inventory and a high comparison base in the third quarter, according to DIGITIMES Research's latest figures from the quarterly notebook report covering the second half of 2023.
Thursday 30 November 2023
Research Insight: order backlog, China demand to drive Infineon automotive segment in FY24
While carmakers and automotive semiconductor companies hold different views on the outlook for the global car market, industry leader Infineon is optimistic about the future. According to DIGITIMES Research, the growing demand for automotive semiconductors, robust order backlogs and the edge in China's EV sector will further Infineon's revenue growth.
Monday 27 November 2023
Global top 3 memory makers see sales improvement in 2H23, says DIGITIMES Research
DIGITIMES Research observes that the business operation of the DRAM and NAND Flash sector of the world's top three memory manufacturers – Samsung, SK Hynix, and Micron – has improved since the beginning of the second half of 2023 and demand will enjoy a bigger recovery in the fourth quarter, boosting the three makers' revenues and profits, according to DIGITIMES Research's latest memory industry report.
Monday 27 November 2023
India may take 10 years to achieve 28nm mass production, according to DIGITIMES Research
Although India demonstrates ambition and has pivoted to invite Taiwanese semiconductor partners to accelerate its chip dreams, analysts are taking a cautious view but said the success of Micron in India is key to the South Asian country's semiconductor future.