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Wednesday 28 August 2024
Chinese EDA sector follows global consolidation trend as market grows and key players expand
Since 2024, the global Electronic Design Automation (EDA) industry has seen considerable consolidation. The Chinese EDA sector, despite its long-standing fragmentation and early developmental...
Wednesday 28 August 2024
Taiwan panel industry may need support from semiconductor industry to survive
Leading panel makers AU Optronics (AUO) and Innolux are expected to end the year in the black, boosted by non-operating income as they sell their factories to TSMC and Micron, which...
Wednesday 28 August 2024
US CSPs expected to further raise capex in 2025
Major US-based cloud service providers (CSPs) have estimated their 2024 capex will increase by at least 35% year-over-year, with research firms expecting the amounts to rise further...
Tuesday 27 August 2024
Memory demand may slightly benefit from new Chinese AAA game in 4Q24
The frenzy surrounding the launch of Black Myth: Wukong, China's first AAA game to find success in the global market, has spurred speculation of a ripple effect going into the traditional...
Tuesday 27 August 2024
HD Renewable Energy expands into Japan and Australia with green power solutions
HD Renewable Energy (HD) is set to see stronger performance in the second half of 2024, driven by progress in its Southern Taiwan projects. The company, which holds ample land reserves,...
Tuesday 27 August 2024
Fanuc aims for growth in collaborative robots amid market competition
Global robotics leader Fanuc made its debut at the Taiwan Automation Intelligence and Robot Show (TAIROS) in 2024, showcasing 23 robotic arms, with more than half being collaborative...
Tuesday 27 August 2024
Black Myth: Wukong surpasses 10 million copies sold; supply chain observing demand impact
A Chinese game developer recently launched the AAA title "Black Myth: Wukong," which has sold over 10 million copies globally since its release on August 20. Due to the game's stunning...
Tuesday 27 August 2024
Intel slashes marketing budget as AMD presses for market shift
Intel's Sales and Marketing Group (SMG) reportedly plans to streamline its workforce and reduce marketing expenses, aiming to cut costs by over 35% by the end of 2024.
Tuesday 27 August 2024
Canon, front-end equipment makers shift focus to advanced AI chip packaging solutions
AI chips required by generative AI rely on finely wired and processed equipment; thus, front-end process equipment manufacturers have shifted their focus to the advanced packaging...
Tuesday 27 August 2024
Indian wearable vendors face Chinese competition
Chinese smartphone manufacturers are preparing to make a strong push into the Indian wearable device market, a space traditionally dominated by local companies. It remains to be seen...
Tuesday 27 August 2024
Demand for electronic shelf labels to increase through 1H25, says E Ink
Taiwan-based e-paper maker E Ink Holdings is optimistic about the demand for electronic shelf labels (ESL) and expects related orders to continue growing through the first half of...
Tuesday 27 August 2024
Handset panel demand weakening in 2H24
Demand for LTPS LCD and AMOLED handset panels is expected to decelerate in the second half of 2024 with prices weakening, as handset customers start adjusting inventory, according...
Tuesday 27 August 2024
Hota JV reportedly eyeing Tesla robot supply chain
Taiwan-based Hota Industrial MFG is reportedly trying to enter Tesla's humanoid robot supply chain via Main Drive, its joint venture with the Mirle Group. Both sides are reportedly...
Tuesday 27 August 2024
Taiwan-based lead frame manufacturers pivot to AI and automotive sectors amid recovery
Taiwan's lead frame manufacturers are showing signs of recovery, with a strategic focus on high-margin industries such as automotive electronics and high-end servers to boost profitability...
Tuesday 27 August 2024
Motherboard, PC players to increase 2024 shipment target by 3-10%
Upcoming next-generation hardware releases by Intel, Advanced Micro Devices (AMD), and Nvidia, as well as the launch of China's first AAA game "Black Myth: Wukong," are expected to...