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Tuesday 22 October 2024
Bright future ahead: advanced packaging takes center stage as traditional OSAT providers pivots
AI-driven demand has propelled TSMC's revenue growth in the latter half of 2024. As advanced packaging margins approach those of chip manufacturing, traditional OSAT providers face...
Tuesday 22 October 2024
The real picture of SiC substrate oversupply according to Latentek
The silicon carbide (SiC) substrate market appears to be oversupplied, but it takes more than just comparing production capacity and actual demand to understand the real picture,...
Tuesday 22 October 2024
PCB makers await auto, LEO satellite demand amid consumer electronics slump
Although AI has become a major highlight for consumer electronics vendors in 2024 after more than two years of sluggish market performance, actual sales numbers have yet to reflect...
Tuesday 22 October 2024
SK Hynix prioritizes HBM, scales back CIS and foundry operations
SK Hynix is reducing its CIS and wafer foundry operations to prioritize high-margin HBM and AI memory products. It is also expanding into emerging technologies, including Compute...
Monday 21 October 2024
Hong Kong Autumn Electronics Fair reveals key trends: Wearables and robotics set to boom in India and Middle East
The 2024 Hong Kong Electronics Fair (Autumn Edition) and electronicAsia, key indicators for China's consumer electronics supply chain, showcased promising growth in wearable electronics...
Monday 21 October 2024
Winbond Electronics eyes AI memory boom amid HBM demand surge
The AI surge is fueling unprecedented demand for High Bandwidth Memory (HBM), prompting Winbond Electronics to focus on tailored AI memory solutions for end applications. The company...
Monday 21 October 2024
Southern Taiwan Science Park to see output value hit another record high in 2024
The government-operated Southern Taiwan Science Park (STSP) has capitalized on the global AI surge and the thriving semiconductor sector, generating a record revenue of NT$1.31 trillion...
Monday 21 October 2024
Taiwan looks abroad to solve its green energy crunch
Taiwan's Economic Affairs Minister J.W. Kuo recently proposed a plan to build power plants in the Philippines and transmit green energy back to Taiwan, aiming to address the growing...
Monday 21 October 2024
Lite-On pivots to AI server solutions, targeting double-digit sales growth by 2025: An interview
Lite-On Technology has successfully transitioned into a solution provider, capitalizing on the growing demand for AI servers. The company's global strategy and focus on high-value...
Friday 18 October 2024
Taiwan eyes green energy imports from Philippines to meet 2050 net-zero goals
Taiwan's Minister of Economic Affairs, J.W. Kuo, has proposed a plan to invest in renewable energy projects in the Philippines and transport the electricity back to Taiwan via submarine...
Friday 18 October 2024
ASML faces headwinds: Samsung's delays in wafer investment slashes EUV demand
ASML is under scrutiny amid a sharp drop in equipment orders and a gloomy sales outlook for 2025. The slump is tied to declining sales in China and setbacks faced by major client...
Friday 18 October 2024
ASML's 3Q24 report reveals diverging paths in wafer manufacturing
Since ASML reported a slowdown in semiconductor manufacturing equipment orders, over EUR 60 billion (US$65.3 billion) of the firm's market value has evaporated, prompting the market...
Friday 18 October 2024
Has ASML's China boom finally hit a wall?
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered...
Friday 18 October 2024
TSMC 2024 revenue may exceed NT$3 trillion; several market concerns remain
The TSMC's earnings call on October 17, 2024, showcased impressive results, exceeding the expectations of investors and research institutions alike. While TSMC has provided positive...
Friday 18 October 2024
Carota develops roadmap for meeting new requirements in future transportation in response to smart technology trends in commercial logistic vehicles
Fast-growing demand for transportation efficiency and increasingly stringent environmental protection regulations have made it essential for the global commercial vehicle sector to...
CHT
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research