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Friday 18 October 2024
QCT and Pegatron to capitalize on AI server growth
As Nvidia's GB200 chip enters mass production, Taiwanese AI server supply chain firms are preparing for an anticipated surge in demand from major cloud service providers. Mike Yang,...
Friday 18 October 2024
AI demand is substantial and intense, says TSMC CEO
Chip demand for AI is substantial and intense, according to TSMC chairman and CEO C. C. Wei. TSMC's revenue from AI server chips is forecast to increase by over threefold in 2024...
Friday 18 October 2024
ASML, TSMC earnings reveal 2025 chip demand likely to mirror 2024 patterns
ASML and TSMC recently released their latest financial results, revealing contrasting performances but converging on a shared outlook for the semiconductor sector. TSMC reported strong...
Friday 18 October 2024
Foxconn expands into AI with ambitions of forming full supply chain
With the surging demand for computing power driven by artificial intelligence (AI) applications, the AI market continues its rapid expansion.
Friday 18 October 2024
Lenovo CEO bullish on AI PC and infrastructure market growth
AI development has only recently begun, yet two significant business opportunities already lie ahead: AI PCs and AI infrastructure, said Lenovo Group chairman and CEO Yuan-qing Yan...
Thursday 17 October 2024
China Shock 2.0: global shipping rates signal end of overcapacity or new slowdown?
Amid sluggish domestic consumption and waning investment, China's manufacturing overcapacity—the vast output of the "world's factory"—is increasingly offloaded overseas...
Thursday 17 October 2024
Passive components supply chain upbeat about 2025 thanks to AI boom
Taiwan's passive components supply chain is anticipating a favorable market outlook for 2025 as a result of the demand generated by AI device applications, according to industry so...
Thursday 17 October 2024
Himax and Elan capitalize on rising demand for AI PC touchscreens
Even though a true AI PC sales boom has yet to materialize, both supply chain firms and end-user brands are already innovating in terms of AI PC functions and designs. For Taiwanese...
Thursday 17 October 2024
Liquid cooling market surge: Perstorp teams up with Intel, Foxconn to tap AI server demand
The rise of AI applications has spurred demand for AI servers. However, the increasing computational power has also led to a growth in cooling requirements, presenting a challenge...
Thursday 17 October 2024
Testing interface sector thrives as AI boom and mobile market fuel demand
The ongoing surge in generative AI is propelling demand for advanced testing technologies, with leading testing interface providers Winway and MPI reporting impressive financial results...
Thursday 17 October 2024
ASML slashes 2025 forecast as chip industry adjusts to post-pandemic realities
ASML's significant decline in net bookings indicates the semiconductor industry's adaptation to post-pandemic market conditions, which were previously disrupted by global chip supply...
Wednesday 16 October 2024
TsangYow sees growth from AM market recovery; Malaysia plant set for 2027 launch
TsangYow, a major transmission system manufacturer, is experiencing positive growth due to the recovery of the aftermarket (AM) component market. The company's monthly revenue continues...
Wednesday 16 October 2024
2025 DRAM expansion strategies: Samsung's conservative approach vs. SK Hynix's aggressive stance
The DRAM equipment investment plans of Samsung Electronics (Samsung) and SK Hynix in 2025 may vary based on the sales of high bandwidth memory (HBM).
Wednesday 16 October 2024
Foxconn's Young Liu coined 'sovereign servers' as demand for localized AI models are expected to surge
Foxconn Chairman Young Liu recently coined the term "sovereign server," introducing the topic of sovereign AI into the hardware domain. This statement has been seen as another significant...
Wednesday 16 October 2024
Chinese CIS firms gain flagship smartphone market share
OmniVision and other Chinese CMOS image sensor (CIS) makers have expanded their foothold in the premium smartphone-use camera segment, mounting strong challenges for market leader...
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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