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Thursday 7 March 2024
Compound semi market to expand in 2024
Low Earth orbit (LEO) satellites, Internet of Things (IoT) devices, and mobile phones are expected to fuel growth for the compound semiconductors market in 2024.
Tuesday 5 March 2024
Largan Precision sees record revenue in the first two months of 2024
Encountering the traditional off-season of the optical industry, Largan Precision announced its February revenue on the 5th, showing a month-on-month decline and a year-on-year increase,...
Tuesday 5 March 2024
Taiwanese transmission component makers gear up for growth as Chinese market rebounds
Thanks to the recent upswing in the Chinese market, AirTAC International and Hiwin Technologies, Taiwan's leading transmission components suppliers, have unveiled encouraging performance...
Tuesday 5 March 2024
Quanta's Barry Lam: AI server shipments in 2024 will be excellent
On March 4, Quanta chairman Barry Lam attended the annual meeting of the Institute for Biotechnology and Medicine Industry (IBMI) and acted as the keynote presenter for Asus chairman...
Tuesday 5 March 2024
Chinese semiconductor market remains oversupplied
China's semiconductor market is being hit by a host of problems, such as overcapacity, with a bumpy ride likely lying ahead throughout 2024, according to industry sources.
Tuesday 5 March 2024
AI smartphones unlikely to gain significant traction for another 2-3 years
The launch of Samsung Electronics' Galaxy S24 series of flagship AI-capable smartphones has prompted many other companies to follow suit, making 2024 the first year of AI mobile phone...
Monday 4 March 2024
Global server industry and shipments, 2024

Introduction

Friday 1 March 2024
TSMC ramping up CoWoS capacity
TSMC has been increasing its monthly production capacity for CoWoS (chip-on-wafer-on-substrate) advanced packaging, allowing it to increase AI GPU output for Nvidia and AMD, which...
Thursday 29 February 2024
Notebook shipment update, January 2024

Introduction

Thursday 29 February 2024
ODM Wiwynn sees AI server sales climb
According to Taiwan-based ODM Wiwynn, the share of revenue attributed to AI server orders grew to more than 20% in the fourth quarter of 2023.
Tuesday 27 February 2024
Will the 2024 Olympics be a boon for TV panel makers?
Although market forecasts have expected major sporting events in 2024 to drive a wave of TV upgrades, this has generally not been the case in the past. What can be expected is growth...
Tuesday 27 February 2024
Global server shipment forecast, 2024 and beyond

Introduction

Friday 23 February 2024
Made-in-India Pixel smartphones scheduled for 2Q24
In 2023, Google announced plans to make Pixel smartphones in India this year, and the latest rumor indicates that production lines will be ready in the first quarter, with mass production...
Thursday 22 February 2024
Unimicron poised to regain ABF substrate shipment growth amid AI chip boom
Following a significant drop in sales of BT substrates and midrange ABF substrates in 2023 amid sluggish post-pandemic consumer electronics demand, Taiwan's Unimicron Technology is...
Thursday 22 February 2024
Ultra-thin glass demand rising due to surge in foldable smartphones
Demand for foldable smartphones continues to surge as companies like Samsung Electronics, Huawei, and Oppo release new products, significantly boosting market sales and leading to...
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Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research