Tuesday 19 March 2024
AI, auto, and industrial markets boost second-half 2023 semiconductor demand
After reaching a record total of US$574.1 billion in chip sales in 2022, the industry experienced an 8.2% decline in global revenue to US$526.9 billion in 2023 due to normal market...
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 –...
Monday 20 November 2023
Global server shipments expected to rise for both quarters in 2H23, says DIGITIMES Research
Global server shipments increased 1.5% quarter-over-quarter in third-quarter 2023 as previously expected, mainly driven by brand vendors launching new platforms, while overall server...
Tuesday 31 October 2023
Lite-On expects 2024 sales to be driven by auto and cloud power supplies
Lite-On Technology expects weak growth in revenues in the second half of 2023, but its business will be driven by power solutions for the automotive and cloud computing sectors, according...
Thursday 26 October 2023
HPC chip suppliers expected to see sales grow in 2H23, says DIGITIMES Research
The three primary high-performance computing (HPC) chip suppliers, Intel, AMD, and Nvidia, will likely see their sales strengthen quarter by quarter in the second half of 2023, buoyed...
Tuesday 24 October 2023
Demand for high-end handsets recovers, benefiting Largan and GSEO
Largan Precision Chairperson Lin En-Ping announced in the 2023 third-quarter earnings call that "demand for high-end [handset] models is better than expected," revealing that its...
Friday 13 October 2023
PCB shipments to grow in 2H23 and 2024
The printed circuit board (PCB) industry is facing a challenging year in 2023. A downturn in consumer electronics demand has led to consecutive months of on-year decline for many...
Thursday 12 October 2023
Small- and medium-size DDIs carry the weight in 3Q23 and 2H23
Industry sources have indicated that only small- and medium-size display driver ICs (DDIs) are experiencing the due peak season effects, and this is mainly because most clients had...
Thursday 5 October 2023
GPU, graphics card, and server applications to boost Arlitech 2H23 performance
Arlitech Electronic (Arlitech), a firm specializing in panel power inductors, is seizing the high-end GPU, CPU graphics card, and server market as industry sources revealed that the...
Wednesday 4 October 2023
Taiwanese PCB suppliers to see better performance in 2H23, bolstered by iPhone sales
Industry sources expect the PCB industry to be bolstered by Apple's new iPhone 15 series in the second half of the year assuming that shipments go out as planned.
Tuesday 3 October 2023
Global smartphone market to continue witnessing on-year shipment decline in 2H23, says DIGITIMES Research
Going into the second half of 2023, most markets are still struggling with soaring inflation and weakening consumption with emerging markets having taken a serious hit. Based on DIGITIMES...
Thursday 28 September 2023
Taiwan MCU firms strive to maintain gross margins in 2H23
Taiwanese microcontroller unit (MCU) vendors are striving to maintain consistent gross margins in the face of strong price competition from Chinese counterparts in the second half...
Monday 25 September 2023
Global tablet demand stays in stagnation in 2Q23 and 2H23, says DIGITIMES Research
Global tablet shipments reached only 28.09 million units in the second quarter of 2023, down nearly 5% from a quarter ago, due to the quarter being the traditional slow season and...
Thursday 14 September 2023
Memory makers cautious about 2H23 customer shipment pull-ins
The new iPhone 15 series does not include 2TB of storage, and initial sales projections are less optimistic, causing memory manufacturers to be cautious about customer shipment pull-ins...
Wednesday 13 September 2023
Passive component makers look to automotive for 2H23 growth
Taiwan-based passive component makers continue to experience sluggish demand for consumer electronics, placing their hopes on demand for automotive applications to fuel second-half...
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research