Geopolitical tensions prompt Japanese IDMs to gather capacities in Japan's Kyushu and Tohoku regions and prioritize their OSAT capacity expansions in ASEAN countries.
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Global investment plans of Japanese IDMs
CSP in-house development of ASIC accelerators
Google TPUs will see a share of over 70% in the in-house developed cloud ASIC accelerator market in 2024; an all-optical network communication architecture will play a crucial role in achieving that.
Automotive CIS tech development, 2024
The popularization of autonomous driving is boosting demand for automotive CIS with LFM and HDR being mainstream development directions.
Arm AI applications at Computex 2024
Arm to focus on four major applications for the AI business, but competition may rise from in-house developed IPs from ex-customers.
Server AI accelerator market and technology
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.
Wi-Fi 7 applications and tech development
Based on DIGITIMES Research's projections, Wi-Fi 7 penetration in electronics products is set to reach 6.4% in 2024.
Development of NearLink in China
Chinese IT players are pushing NearLink technologies to satisfy short-range communication demand amid the trade tensions between the US and China.
Global semiconductor industry, 2024
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.
Global DRAM and NAND flash industry
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.
China smartphone AP shipments, 3Q 2023
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.