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NEWS TAGGED DIGITIMES INSIGHT
Wednesday 30 October 2024
Global CoWoS and CoWoS-like packaging capacity demand to surge 113% on year in 2025, says DIGITIMES Research
Global demand for Chip-on-Wafer-on-Substrate (CoWoS) and CoWoS-like packaging capacity will likely grow by 113% annually in 2025, driven by robust demand for cloud AI accelerators,...
Wednesday 30 October 2024
China pushing domestically developed AI chips and deployment of RISC-V structure, says DIGITIMES Research
DIGITIMES Research observes that China is rapidly advancing in the field of LLMs. Major technology giants such as Baidu, Alibaba, and Tencent have launched their self-developed LLMs...
Wednesday 30 October 2024
Google TPUs to achieve over 70% share in in-house developed cloud ASIC accelerator market in 2024, says DIGITIMES Research
According to DIGITIMES Research's report on cloud ASIC accelerators, the global shipment of self-developed cloud AI ASIC accelerators is projected to reach 3.45 million units in 2024,...
Wednesday 30 October 2024
Server ODMs focus on leak-proof liquid cooling solutions, says DIGITIMES Research
DIGITIMES Research believes that liquid cooling technology is transforming the server cooling supply chain ecosystem. Various industry players are actively positioning themselves...
Monday 7 October 2024
Rise of cloud and edge AI applications paves way for new semiconductor opportunities; wafer foundries become crucial, says DIGITIMES Research
The rapid development of the global generative AI market is driving unprecedented transformation in the semiconductor industry. DIGITIMES Research's latest AI Chips Special Report...
Friday 4 October 2024
Global and Taiwan AI healthcare markets estimated to see robust CAGR from 2023 to 2030, says DIGITIMES Research
The market size of AI applications for healthcare was US$19.2 billion in 2023, and DIGITIMES Research estimates that the market will grow at a compound annual growth rate (CAGR) of...
Friday 4 October 2024
Autonomous driving demand ramping up automotive CIS revenues throughout 2029, says DIGITIMES Research
DIGITIMES Research's latest study on automotive components shows that automotive CMOS image sensors (CIS) have become the automotive industry's mainstream choice for cameras due to...
Thursday 3 October 2024
Taiwan wafer foundry industry expected to go up 18% sequentially in 2H24, says DIGITIMES Research
Boosted by short-term orders in the electronics supply chain and shipments of AI and high-performance computing (HPC) chips, Taiwan's wafer foundry industry posted better-than-expected...
Monday 12 August 2024
Non-a-Si panels to gain prominence in automotive displays throughout 2024-2029, according to DIGITIMES Research
Global automotive display shipments are estimated to reach 225 million units in 2024, up 7.8% from a year ago, according to Jason Yang, DIGITIMES Research analyst specializing...
Thursday 23 May 2024
Generative AI not a bubble, market scale to hit US$1.5 trillion by 2030
Generative AI (GenAI) is a subset within the AI realm, and it is expected to be one of the most critical driving forces for global economic growth in the next 5-10 years.
Thursday 11 April 2024
Research Insight: TSMC's investment in US will bear fruits
DIGITIMES Research analyzed the US CHIPS Act grant program for TSMC and found that although TSMC received US$6.6 billion compared to Intel's US$8.5 billion, the US government still...
Wednesday 27 March 2024
Research Insight: Intel obtains subsidies but faces challenges
Vying for government subsidies would be the easiest assignment for Intel when it comes to expanding its foundry business, DIGITIMES Research believes.
Friday 15 March 2024
Research Insight: Nvidia's path to US$100 billion in sales
DIGITIMES Research discovered Nvidia's sales in fiscal year 2025 (February 2024 to January 2025) will exceed US$100 billion from the data center market alone.
Monday 29 January 2024
Research Insight: UMC's alliance with Intel starts new chapter in foundry competition
Intel and UMC's announcement to work together in developing 12nm processes has been lauded as a creative move. DIGITIMES Research believes that because of the complementary nature...
Vortex
Meta advances XR ecosystem to power next-gen smart devices, says DIGITIMES Research
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research