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NEWS TAGGED OUTLOOK
Tuesday 1 October 2024
Taiwan automotive suppliers maintain optimism for 4Q24
With stable sales of gasoline and hybrid vehicles throughout the year, the impact of slowing electric vehicle growth has been mitigated. Most automotive component suppliers maintain...
Thursday 26 September 2024
Micron eyes production boost amid Samsung's HBM entry and Chinese rivalry
Despite a positive outlook for the memory market, driven largely by data centers, Micron anticipates Samsung Electronics' entry into the HBM market and is shifting toward higher-value...
Thursday 26 September 2024
Micron nearly doubles sales on AI surge, targets over 30% capex-to-sales ratio
Micron Technology's sales have nearly doubled year-over-year, driven by strong artificial intelligence (AI) demand, leading to a profitable fourth quarter of fiscal 2024. The company...
Tuesday 24 September 2024
AI boom overshadowed by weak consumer IT demand for Samsung and SK Hynix
South Korean semiconductor giants Samsung Electronics and SK Hynix are facing a more cautious outlook for the third quarter of 2024 as demand for AI server chips surges. Recent downgrades...
Tuesday 24 September 2024
Morgan Stanley warns of memory market winter; sparks criticism from South Korean semiconductor industry
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
Friday 13 September 2024
Loongson develops new AI GPU in-house
China-based Loongson Technology has developed its second-generation GPU series in-house, with computing power four times that of the previous generation.
Monday 2 September 2024
Bankruptcies plague China's chip startups, ushering in an era of 'survival of the fittest' through M&A
Despite the generative AI boom, uncertainty looms over the automotive, consumer mobile, and PC markets, leading to layoffs at major U.S. and European semiconductor companies like...
Friday 30 August 2024
Nvidia supply chain, including TSMC, has strong order visibility for AI chips
Major players in Nvidia's supply chain, such as global foundry leader TSMC, have good order visibility extending to 2026, despite stock investors' concern about the US chip vendor's...
Monday 26 August 2024
MCU industry faces diverging fortunes in China and Taiwan
As the traditional peak season for MCU production approaches in the third quarter, the industry's outlook is characterized by a stark contrast between China and Taiwan. While Chinese...
Monday 26 August 2024
Automotive component suppliers thrive despite market downturn
Despite a recent downturn in the overall automotive market, suppliers of automotive components have reported a rise in revenue. This trend is particularly pronounced in the automotive...
Monday 26 August 2024
Hiwin leverages component expertise, targets custom AI robot market
Leading transmission component manufacturer Hiwin is looking to utilize its advantage in key components to venture into customized AI robots.
Friday 23 August 2024
SDC holds optimistic OLED outlook, expects adoption rate to grow from 8% to 37%
As the world enters the AI era for mobile devices, Samsung Display (SDC) and LG Display (LGD) both express optimism about the outlook of OLED technology. According to Lee...
Thursday 22 August 2024
Cheng Mei adopts cautious outlook amid uncertain panel demand in 3Q24
Cheng Mei Materials, a leading polarizer manufacturer, has reported weaker-than-expected panel demand for the third quarter. With the possibility of China adjusting its production...
Thursday 22 August 2024
Capacitor maker Apaq to expand factory site Malaysia
Apaq Technology, a specialist in solid electrolytic capacitors, has acquired land adjacent to its existing plant in Malaysia for a second phase expansion, with construction expected...
Friday 16 August 2024
DDI market calm, but handset DDIs thrive
The third quarter of 2024 has seen a lackluster market for display driver IC (DDI). However, handset DDI demand is expected to be strong thanks to replenishment demand.
megawin
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