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Tuesday 9 April 2024
LCD panel prices to continue to rally 1H24; Taiwanese panel manufacturers reported minimal impact from recent earthquake
Taiwanese panel manufacturers have reported minimal impact from the recent earthquake, and according to Sigmaintell, stockpiling during lower prices may cool down after the first...
Tuesday 9 April 2024
Server ODM Wiwynn sees 1Q24 revenue hit 4-quarter high
Wiwynn has reported that revenue increased 6.2% year-on-year and 18.9% sequentially to a four-quarter high of NT$69.63 billion (US$2.17 billion) in the first quarter of 2024, driven...
Tuesday 9 April 2024
Global smartphones, 4Q 2023

Introduction

Tuesday 9 April 2024
No off-peak slowdown for Wistron, as AI servers drive momentum
ODM companies are seeing better-than-usual performance during the traditional off-peak season, thanks to momentum driven by AI servers.
Wednesday 3 April 2024
Tesla's China market share is shrinking, compounding global woes
As Tesla Inc. grapples with a global slowdown in EV demand that contributed to its largest-ever quarterly sales href="https://www.bloomberg.com/news/articles/2024-04-02/tesla-sales-miss-in-first-year-over-year-drop-since-pandemic"...
Tuesday 2 April 2024
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research
DIGITIMES Research estimates that Taiwanese server-related business revenues declined by 7% in 2023, reaching above NT$2 trillion.
Monday 1 April 2024
Global top-5 notebook brands see February shipments rise over 10% monthly and yearly, says DIGITIMES Research
DIGITIMES Research's study on the global top-5 notebook brands, not including Apple, and the top-3 ODMs' shipments in February 2024 (shipment volumes do not include detachable models)...
Friday 29 March 2024
Notebook shipment update, February 2024

Introduction

Friday 29 March 2024
New AI PC definition may boost PC chip sales
Intel and Microsoft collaborated on establishing AI PC principles, which were introduced at a recent developer event.
Wednesday 27 March 2024
Taiwan delivers over 90% of global AI server shipments, says MOEA
Taiwanese manufacturers dominate over 90% of the global AI server shipments, and all American brand vendors are expected to source their AI servers from Taiwanese partners, according...
Wednesday 27 March 2024
Inventory destocking in China no obstacle to Brightek's growth momentum
Overheated domestic competition in China's automobile market has led to a subdued performance in the traditional Lunar New Year peak season in 2024.
Tuesday 26 March 2024
With HBM pie too tempting, could Micron sacrifice production capacity for other memory chips?
Micron Technology has seen its orders for High Bandwidth Memory (HBM) wait to be fulfilled throughout 2025.
Tuesday 26 March 2024
IC design houses optimistic about AI PC chip shipments despite low penetration
Taiwanese IC design houses remain confident about AI PC-related chip shipments in 2024, despite an AI PC penetration rate of 5% at most for the year, according to industry sources.
Friday 22 March 2024
Global shipments of wearable devices see modest growth in 2023; improvement expected in 2024 and beyond, says IDC
New data from the IDC Worldwide Quarterly Wearable Device Tracker shows that the wearable devices market declined 0.9% on year in the fourth quarter of 2023. Despite improved economic...