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Friday 3 January 2025
Motherboard and graphics card makers embrace AI server boom
Taiwan's major motherboard and graphics card manufacturers are capitalizing on opportunities in the AI server sector, with projected operational growth in 2025, according to industry...
Friday 3 January 2025
Quanta gearing up for AI supercomputer shipments
Quanta Computer is positioned to maintain its leadership in the AI sector, according to Barry Lam, chairman of the Taiwan-based ODM company. Building on AI advancements, he expects...
Monday 30 December 2024
GB200 NVL shipments expected to accelerate amid KYEC's capex increase
According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks...
Monday 30 December 2024
Notebook shipment update, November 2024

Introduction

Friday 27 December 2024
Taiwan annual smartphone shipments hit 5 million as Android gains ground
As 2024 draws to a close, Taiwan's annual smartphone shipments show modest but steady growth. Despite challenges such as high inflation, extended upgrade cycles, and a saturated market,...
Thursday 26 December 2024
Samsung to reportedly slash 2025 foldable phone targets amid weak Galaxy Z6 sales
Samsung Electronics (Samsung) plans to boost shipments of its Galaxy S series in 2025 while scaling back targets for the Galaxy Z series, as the company shifts focus to its flagship...
Wednesday 25 December 2024
Sony Semiconductor doubles image sensor shipments to 20 billion, builds new facility in Kumamoto
A report by Nikkei Asia reveals that Sony Semiconductor Manufacturing, operating mainly from four factories in Kyushu, Japan, has shipped over 20 billion image sensors. To...
Tuesday 24 December 2024
SK Hynix clinches major HBM deal with Broadcom
As Broadcom strengthens its position in AI chip development through partnerships with industry giants like Apple and Google, the company has now secured a significant high-bandwidth...
Friday 20 December 2024
Foxconn quashes delay rumors: GB200 NVL72 server shipments set for 4Q24
Despite market speculations about potential delays in Nvidia's GB200 NVL72 series server shipments, industry sources confirm that Foxconn Technology (Hon Hai) is maintaining its original...
Friday 20 December 2024
AmTRAN pivots to AI displays amid operational recovery in 2024
AmTRAN's operational performance showed marked improvement throughout 2024, with the company announcing plans to expand into AI-enabled display products. While maintaining its core...
Friday 20 December 2024
Global smartphones, 3Q 2024

Introduction

Thursday 19 December 2024
Micron sees data center-driven record sales, but guidance disappoints
Micron Technology reported record fiscal first-quarter revenue driven by data center SSD sales, which now represent over half of total revenue. While HBM shipments doubled quarter...
Tuesday 17 December 2024
LGD's OLED gamble: a decade of investments tested as market stalls
LG Display (LGD) has spent over a decade investing in OLED TV panel technology. However, the market's growth remains sluggish as Samsung Electronics and Chinese manufacturers prioritize...
Tuesday 17 December 2024
TSMC chairman reveals shared focus with Elon Musk on humanoid robots
TSMC chairman C.C. Wei revealed that the "richest guy in the world"—widely believed to be Tesla CEO Elon Musk—shared his focus on developing multifunctional robots over...
Monday 16 December 2024
Compeq sees bright future with LEO expansion and Thai plant launch
Taiwan-based HDI board manufacturer Compeq experienced robust revenue performance in November, driven by the heightened demand for tablets and notebooks, steady shipments of low Earth...