Global AP shipments to Chinese smartphone brands are expected to rise by 9.3% sequentially in the third quarter of 2024, driven by the peak season and the vendors' inventory preparation for their flagship devices.

Arm to focus on four major applications for the AI business, but competition may rise from in-house developed IPs from ex-customers.

DIGITIMES Research anticipates that high-end server AI accelerator shipments will more than double on year in 2024 as demand for AI continues picking up.

Based on DIGITIMES Research's projections, Wi-Fi 7 penetration in electronics products is set to reach 6.4% in 2024.

DIGITIMES Research has found that smartphone application processor (AP) shipments to China-based brands in the first quarter of 2024 bucked the seasonal trend with a sequential increase of 9%, driven by stronger-than-expected sales for the Chinese handset brand vendors.

Chinese IT players are pushing NearLink technologies to satisfy short-range communication demand amid the trade tensions between the US and China.

The global semiconductor market was in bad shape in 2023 with DIGITIMES Research having estimated the global semiconductor revenue at US$523 billion for 2023, an 8.9% decrease from a year ago.

Application processor (AP) shipments for Chinese smartphones performed below expectation in the fourth quarter of 2023 as handset shipments already peaked in the previous quarter, and the volumes will go down further in the first quarter of 2024, but only by a small margin.

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.

AP shipments for Chinese smartphones in the fourth quarter of 2023 are expected to be weak, as handset brands already stocked up in advance in the third quarter.

The three primary high performance computing (HPC) chip suppliers, Intel, AMD, and Nvidia, all experienced lackluster sales in the first half of 2023 amid weak demand for HPC applications, according to a survey of DIGITIMES Research.

Few Taiwan-based IC design firms have made efforts toward high performance AI chips, autonomous driving chips, high performance computing (HPC) chips, and other emerging technologies whereas China has multiple companies endeavoring in these fields.