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Monday 29 January 2024
How can Broadcom jump to 2nd place in global semiconductor market capitalization ranking amid GenAI boom?
Over the past year, the electronics industry faced sluggish global demand, yet major semiconductor companies globally witnessed growth in market capitalization. According to data...
Friday 26 January 2024
US spies want AI as tool against China if tech can be trusted
US intelligence agencies are grappling with a daunting new challenge: Making artificial intelligence safe for America's spies.
Friday 26 January 2024
Intel provides weak guidance, boasts advancements in foundry business
Intel gave a tepid outlook for the current quarter due to weak performance for its programmable chip unit and Mobileye business. Intel reported surging sales for its Intel Foundry...
Thursday 25 January 2024
Samsung's Taylor TX fab delays tool-in plans again
After TSMC announced a delay of its planned utilization of the second fab in Arizona for 1-2 years, Samsung Electronics, which is also planning to produce advanced chips in the United...
Thursday 25 January 2024
China imports over 400 lithography machines from the Netherlands in past five years
As the US and its allies are imposing export restrictions on semiconductor equipment, China increased its chipmaking tool imports over the past year and doubled its imports of lithography...
Wednesday 24 January 2024
ASML orders triple as demand for most-advanced gear soars
ASML Holding NV orders more than tripled last quarter from the previous three months as demand for its most sophisticated machines soared, in a sign that the semiconductor industry...
Wednesday 24 January 2024
'Taiwanese Chips Act' to take effect in February, aiming to cement semiconductor leadership
While the recent US CHIPS and Science Act, European Chips Act, and Japan's subsidy plan have enticed TSMC to build wafer fabs in the US, Germany, and Japan, Taiwan has responded with...
Wednesday 24 January 2024
Texas Instruments posts disappointing guidance, signaling weakness in chip industry
Amid sluggish demands across the board, Texas Instruments reported declining performance over the past quarter and provided weak financial guidance for the next period, signaling...
Wednesday 24 January 2024
Geopolitical storms are fragmenting EV battery market
Geopolitical tensions are causing market fragmentation for key electric vehicle components such as on-board batteries.
Wednesday 24 January 2024
BOE: LGD Guangzhou plant's new speculated buyer, possibly affecting Samsung Electronics
The potential sale of LG Display's (LGD's) LCD factory in Guangzhou has been complex, with reports suggesting various potential buyers, including the Skyworth Group and TCL CSOT (TCL...
Wednesday 24 January 2024
Asus forecasts 5% growth in 2024 PC shipments, as AI PCs see delayed takeoff
Although the forecast for AI PCs and AI smartphone applications looks promising, sources in the PC supply chain have noted that order volumes for 2024 remain conservative, with Asus,...
Wednesday 24 January 2024
TSMC CoWoS capacity expansion to support AI server sales
A significant ramp-up in CoWoS production capacity at TSMC is anticipated to propel server companies' AI server sales to new heights in 2024, according to industry sources.
Tuesday 23 January 2024
China says may retaliate against US' 'hegemonic' chip war
China will need to "respond" to the US's efforts to choke it of chip supplies, Beijing's ambassador in The Hague said in an interview with a Dutch newspaper. But there is no need...
Tuesday 23 January 2024
Worldwide market for used smartphones to surpass 430 million units with market value of US$109.7 billion in 2027, says IDC
IDC estimates worldwide shipments of used smartphones, including officially refurbished and used smartphones, will reach 309.4 million units in 2023. The unit growth represents a...
Monday 22 January 2024
China buys near-record $40 Billion of chip gear to beat US curbs
China's imports of chipmaking machines jumped last year as firms ramped up investment in an attempt to get around US-led efforts to hobble the nation's semiconductor industry.
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