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NEWS TAGGED DEMAND
Tuesday 16 July 2024
Memory prices to rise at slower pace in 3Q24
DRAM and NAND flash memory prices will continue to rise in the third quarter, albeit at a slower rate than in the first half of this year, as market circumstances improve more, according...
Tuesday 16 July 2024
Moment Semiconductor eyes 50% brand memory business growth in 2024 with AI PC momentum and SEA market entry
Taiwan's memory module vendor Moment Semiconductor expects shipments for consumer devices to improve in the second half of 2024, driven by new applications like AI PCs.
Tuesday 16 July 2024
Server HBM, DDR5 demand to stay high until 2025, says distributor Supreme Electronics
Demand for High-Bandwidth Memory (HBM) and DDR5 RAM for servers has steadily risen as Cloud Service Providers (CSP) in North America continue building data centers, with IC distributor...
Tuesday 16 July 2024
Smartphone replacement, automotive applications to boost CIS demand in 2H24
Anticipating a wave of smartphone replacements and growing demand for automotive applications, Taiwan-based backend houses are optimistic about the CMOS image sensor (CIS) sector...
Monday 15 July 2024
AI PCs see positive market feedback, vendors may stock up for year-end sales
As the traditional year-end peak season approaches, opinions are divided concerning the actual demand for AI PCs. Optimists anticipate a wave of device upgrades in the second half...
Monday 15 July 2024
Crypto Quantique partners with silicon IP distributors across Asia to deliver quantum-driven chip security
Crypto Quantique, a provider of quantum-driven security for the Internet of Things (IoT), has announced three new partnerships with intellectual property (IP) distributors in the...
Monday 15 July 2024
Memory module firm AGI expects significant growth in 2024
Agile Gear International (AGI), a Taiwan-based memory module company founded in 2018, expects a significant surge in sales this year.
Monday 15 July 2024
China, US gaining ground in global IC substrate industry
Driven by emerging applications such as electric vehicles (EV), AI, and high-performance computing (HPC), IC substrates have attracted significant attention in the semiconductor industry...
Monday 15 July 2024
AI's surge fuels hardware demand; spotlight shines on AI smartphones
As AI continues to advance, the appetite for related hardware products remains insatiable. Recently, alongside AI servers and AI PCs, the market has been abuzz with discussions about...
Friday 12 July 2024
Tesla's EV dominance slips as US market diversifies
Tesla's global Electric Vehicle (EV) deliveries have declined for two consecutive quarters, a trend reflected in the US market.
Friday 12 July 2024
IC design houses see order visibility from CE sector strengthen
Order visibility from the consumer electronics sector has increased for Taiwan-based IC design houses, according to industry sources.
Friday 12 July 2024
Shipment pull-ins for foldable smartphones from China strengthen
The strengthening of shipment pull-ins for foldable smartphones from China has buoyed related chip component suppliers' sales performance, according to industry sources.
Friday 12 July 2024
German EV sales surge despite subsidy cuts, raises market optimism
According to statistics from the Federal Motor Transport Authority (Kraftfahrt-Bundesamt, KBA) in Germany, 43,000 new pure electric vehicles were registered in June, achieving a market...
Friday 12 July 2024
China's Infinigence launches groundbreaking AI integration platform harnessing diverse chips and models
Amid China's skyrocketing demand for computing power and a tight supply of AI chips, an industry leader has proposed a solution to leverage the nation's diverse hardware and software...
Friday 12 July 2024
Key takeaways from Largan 2Q24 earnings call
Largan Precision, a leading smartphone lens manufacturer, expressed caution regarding high-end mobile phone demand during its quarterly investor conference on July 11. Despite this,...