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Tuesday 22 October 2024
China's auto sector profit squeeze: CR Micro chief warns against reckless expansion
The Chinese automotive supply chain is facing intense competition, with the industry's profitability continuing to decline. Profit margins have dropped below 5%, prompting Hong Li,...
Friday 18 October 2024
Largan sees handset customers cut back orders, cautious about 4Q24 prospects
Largan Precision, a leading smartphone lens manufacturer reportedly in the Apple iPhone supply chain, has expressed caution about market prospects for the fourth quarter of 2024,...
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...
Thursday 17 October 2024
TSMC reports soaring profits in 3Q24, US$23.5 billion earned in the first three quarters
TSMC announced its financial results for the third quarter of 2024 on October 17th, reporting consolidated revenue of NT$759.69 billion (approx. US$23.5 billion) and a net profit...
Tuesday 8 October 2024
Luxshare expands investment in Vietnam, to make wearables for Apple and Huawei
According to Luxshare's latest plan, the Apple supplier plans to invest US$150 million in Nghe An, Vietnam, to establish production facilities for Apple Watch and Huawei watches.
Tuesday 8 October 2024
iPhone 16 series teardown shows increased costs in certain components
The latest teardown report of Apple's iPhone 16 series reveals that due to rising costs of certain components, the production cost of the iPhone 16 series has increased compared to...
Tuesday 8 October 2024
AUO eyes US and EU for solar expansion, power plant investment to remain domestic
The drop of Taiwan's solar field development volume in 2024 has sent ripples into AUO's expected installation volume of 2025 and 2026. However such outlook did not stop the firm's...
Thursday 3 October 2024
Bright LED defies market trends, sustains momentum into 2025
As market demand rebounded in 2024, Bright LED Electronics Corp. achieved stable operations starting in the second quarter. The company posted an after-tax net profit of NT$89 million...
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...
Wednesday 25 September 2024
Suppliers seek transformation as Apple chain price wars become the norm
In recent years, Apple suppliers have closely monitored iPhone sales following each launch. However, with the mobile phone market reaching saturation and competition intensifying,...
Wednesday 25 September 2024
Innolux expands FOPLP focus beyond automotive, PMIC
Innolux is expanding its fan-out panel level packaging (FOPLP) technology focus beyond automotive and power management ICs (PMIC) to include high-end applications.
Monday 23 September 2024
Solar energy peeks silver lining from natural selection
Solar energy industry personnel pointed out that after N-type tunneling oxide passivated contact (TOPCon) became the trend in 2024, there was a severe supply surplus. Many businesses...
Monday 23 September 2024
Intel spins off IFS as subsidiary to enhance financial transparency, secure funding
In February 2024, Intel began independently reporting revenue and profit data for Intel Foundry Services (IFS), distinguishing it from the main product division. This strategic move...
Friday 20 September 2024
Niching expects AI momentum to grow in 2025
Niching Industrial, a Taiwan-based semiconductor materials and components supplier, anticipates that demand for AI-related products will sustain growth momentum through 2025.
Thursday 19 September 2024
EDT develops high-value-added products amid aggressive price competition in 3Q24
Amid aggressive price competition in the display industry, EDT has developed several high-value-added products, which are now beginning to yield results. The company estimates that...
Research Report Database
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