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Tuesday 19 March 2024
Concerns for Ams Osram's planned microLED facility sale
Concerns have been raised in the market about whether Ams Osram's sale of its new 8-inch LED fab in Malaysia could affect the industry landscape.
Monday 18 March 2024
Non-notebook sales buoy Quanta profitability
Quanta Computer is transitioning from a notebook ODM to a manufacturer of servers and automotive devices, as non-notebook sales buoy its profitability, according to market sources.
Monday 18 March 2024
AGM battery expected to drive South Korean Sebang's sales
South Korea-based Sebang Global Battery, which focuses on automotive and industrial lead-acid batteries, has grown its revenue and profits as it scales up the absorbent glass mat...
Friday 15 March 2024
Wah Lee returns to growth trajectory as advanced packaging gains traction
Semiconductor material equipment supplier Wah Lee Industrial Group reported a revenue of NT$66.78 billion in 2023, a year-on-year decrease of 9.2%, with a combined after-tax net profit...
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.
Wednesday 13 March 2024
With replacement demand and new AI PCs, JEITA estimates global PC sales to grow by 0.4% in 2024
The Japan Electronics and Information Technology Industries Association (JEITA) estimated that the global PC market scale, in terms of units, will shift away from the declines in...
Tuesday 12 March 2024
Backend houses upbeat about orders for memory chips
With memory chipmakers ready to scale up output, industry sources indicated that backend houses are optimistic about orders from the memory sector beginning in the second quarter...
Tuesday 12 March 2024
Broadcom profit soars as AI chip sales push revenue forecasts beyond US$10 billion
Nvidia's rising profitability amid the AI surge has captivated attention from around the globe. However, regarding AI chip revenue, SemiAnalysis analysts have highlighted that Broadcom...
Monday 11 March 2024
Notebook ODMs see growth in February shipments, full industrial rebound premature
Despite a shorter February, most notebook (NB) ODMs saw shipment growth and expressed optimism for March. However, concluding a complete rebound in the notebook industry may be pre...
Monday 11 March 2024
Price reduction no longer benefits Tesla's China sales
At the beginning of 2023, Tesla cut its vehicle prices in China and ignited a price war. The company recently launched a similar sales campaign in the world's largest car market but...
Friday 8 March 2024
EIH expects sales to hit bottom in 1Q24
E-paper solutions provider E Ink Holdings (EIH) anticipates revenue will be at its lowest for 2024 in the first quarter of 2024 before increasing and sustaining growth through the...
Thursday 7 March 2024
GlobalWafers expects flat revenue growth in 2024
Silicon wafer company GlobalWafers anticipates flat revenue growth in 2024, with the possibility of a minor uptick in the single-digit range. However, due to increased equipment depreciation...
Thursday 7 March 2024
British Nvidia's uncertain future: Graphcore weighs sale amidst financial and geopolitical woes
Amid Nvidia's historic achievement of reaching a market value of US$2 trillion, attention shifts to its rivals.
Thursday 7 March 2024
Thermaltake expects water-cooling solution sales to double in 2024
PC peripherals maker Thermaltake Chairperson Kenny Lin announced that the company is shifting from a components brand to a systems brand, with its core business being water-cooling...
Thursday 7 March 2024
Backend houses gearing up for AI chip boom
The arrival of the Artificial Intelligence (AI) age has underscored the increasing importance of semiconductor packaging and testing, with makers stepping up efforts to expand advanced...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research