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Wednesday 16 October 2024
TCB packaging crucial in AI and HPC applications, says ASMPT
Semiconductor and electronics manufacturing equipment supplier ASMPT sees sustained strong demand for thermocompression bonding (TCB) machines used in advanced packaging, as the trend...
Wednesday 16 October 2024
ASML confirms shipping third High NA EUV, remains optimistic about long-term growth despite weak 2025 outlook
ASML has announced the shipment of its third High NA lithography system to a new customer after unexpectedly releasing its financial results ahead of schedule. The company acknowledged...
Wednesday 16 October 2024
TSMC raises CoWoS output goal again, say sources
TSMC has been urging its factory engineering and equipment suppliers to expedite shipment pull-ins, enabling the contract chipmaker to raise its monthly output target for CoWoS packaging,...
Tuesday 15 October 2024
China's cobot market edges out foreign rivals as Taiwanese brands seek viable alternatives
The AI robotics market is expanding rapidly worldwide, with China emerging as the largest end-user market for robots, driving fierce competition among global supply chain companies...
Tuesday 15 October 2024
Energy-hungry tech spurs demand for secure, locally-sourced storage solutions
The rapid growth of energy-intensive sectors like 5G, AI data centers, electric vehicles, and renewables is placing unprecedented pressure on global power grids. As electricity demand...
Tuesday 15 October 2024
MCU industry relies on short-term orders amid sluggish consumer electronics demand in 4Q24
China's sluggish economic recovery continues to affect the consumer electronics market, with microcontroller unit (MCU) industry insiders reporting that significant signs of demand...
Tuesday 15 October 2024
Taiwan fan motor driver IC firms see promising demand for AI servers
The demand for cloud AI server development persists, with Nvidia's premium HPC chips propelling the complete advanced process manufacturing supply chain. Alongside substantial orders...
Tuesday 15 October 2024
PA supply chain braces for 4Q24: Apple, Huawei's strategies to shape global market demand
As the fourth quarter of 2024 nears, major players in the power amplifier (PA) supply chain—such as GaAs wafer foundries WIN Semiconductors and AWSC, along with upstream suppliers...
Tuesday 15 October 2024
OSATs budget more capex in 2024 than 2023
Prominent OSATs have allocated a greater capital expenditure for 2024 compared to 2023, suggesting that their existing production capacity for advanced packaging is still limited,...
Tuesday 15 October 2024
Two factors mitigate serious threats from China's memory chip production expansion, says industry experts
The memory industry is facing noise regarding market supply and demand imbalances. The rapid capacity expansion by Chinese memory manufacturers has raised concerns regarding its impact...
Tuesday 15 October 2024
Force Mos Technology expects weak consumer market to persist despite US rate hike
Power semiconductor supplier Force Mos Technology expects a weak consumer market to persist despite a rate hike by the US Federal Reserve. The company plans to navigate this challenging...
Tuesday 15 October 2024
IC distributor Macnica Anstek sees end-market demand pick up
Taiwan-based IC distributor Macnica Anstek has experienced a significant increase in order and shipment volume for its main distribution lines, driving sales performance in the third...
Tuesday 15 October 2024
Small and medium-sized panel makers outperform in 3Q24, HannStar sees 50%+ revenue growth
Large-sized panel manufacturers faced challenges in the third quarter of 2024 due to early pull-in from clients in the first half of the year. However, small and medium-sized panel...
Tuesday 15 October 2024
Taiwan PCB firms upbeat about demand for high-end, emerging device applications
Major players in the PCB industry are further consolidating their lead over their competition as recent data from the market research firm N.T. Information indicates that Taiwanese...
Tuesday 15 October 2024
SiC substrate oversupply heaps pressure on suppliers
The SiC substrate sector has quickly shifted from shortage to oversupply in 2024, thanks to aggressive expansions of 6-inch capacity at Chinese suppliers.
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