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NEWS TAGGED DEMAND
Monday 25 September 2023
Global tablet demand stays in stagnation in 2Q23 and 2H23, says DIGITIMES Research
Global tablet shipments reached only 28.09 million units in the second quarter of 2023, down nearly 5% from a quarter ago, due to the quarter being the traditional slow season and...
Friday 22 September 2023
MLCC firms to see growth restored in 1H24
Despite anticipation that the launch of Apple's new iPhones may stimulate handset demand, Taiwan-based MLCC suppliers may not see their sales growth resume until the first half of...
Friday 22 September 2023
New directions in the cloud: GenAI and new markets
CloudMile, a leader in AI cloud solutions, is positioning itself as the driving force building a complete ecosystem in the GenAI industry and also as a key player in helping clients...
Friday 22 September 2023
AI GPU demand remains strong, says AWS
AI GPU demand remains strong and the chip shortage has yet to have a significant impact on Amazon Web Services (AWS), according to Robert Wang, managing director of AWS in Taiwan...
Thursday 21 September 2023
New iPhones may spur MCU demand for wireless charging
With Apple's latest iPhone 15 models supporting the Qi2 wireless charging standard, MCU manufacturers in Taiwan see a potential surge in demand as the new phones ship in late 2023.
Thursday 21 September 2023
​​Paperless policy in China to boost e-paper demand
China's Ministry of Industry and Information Technology (MIIT) and Ministry of Finance recently jointly issued the Action Plan for Steady Growth of the Electronic Information Manufacturing...
Thursday 21 September 2023
AI bubble? Speculation arises about Microsoft cutting AI chip orders
Speculation has emerged that Microsoft has scaled down its orders for Nvidia's H100 AI chips, which some industry sources believe could help other companies get their hands on more...
Wednesday 20 September 2023
Equipment suppliers upbeat about demand generated by AI wave
Chipmaking and PCB production equipment suppliers are bullish on advanced chip demand as a result of a surge in AI servers and related products, according to industry sources.
Wednesday 20 September 2023
Server cooling solution demand from China CSPs rising; TaiSol to benefit
Because of the US chip ban and the shortage of Nvidia's GPUs, many China-based cloud service providers (CSPs) have turned to domestically produced chips with higher energy consumption...
Wednesday 20 September 2023
Global 200mm fabs to reach record high capacity by 2026, says SEMI
Semiconductor manufacturers worldwide are projected to increase 200mm fab capacity by 14% from 2023 through 2026, adding 12 new 200mm fabs as the industry reaches a record high of...
Wednesday 20 September 2023
Network IC manufacturers optimistic about infrastructure demand in India
Taiwanese network IC suppliers are optimistic about demand from India, which requires extensive infrastructure upgrades as it solidifies its position as a key technology product manufacturing...
Wednesday 20 September 2023
Why are NAND flash prices soaring?
The prices of NAND flash memory have experienced an unforeseen increase, occurring earlier than anticipated, according to industry sources.
Tuesday 19 September 2023
Transsion expands into new markets
China-based Transsion Holdings, which primarily targets the African handset market, has expanded into new markets along with its chip partners MediaTek and Unisoc, according to industry...
Tuesday 19 September 2023
Packaging material distributors see stable demand for automotive, advanced packaging
Semiconductor material distributors, such as Niching Industrial, Chang Wah Technology (CWTC), Topco Scientific, and Wahlee Industrial, continue to observe relatively stable demand...
Tuesday 19 September 2023
Weltrend eyes growth in 2024 with USB-PD and motor driver chips
IC design company Weltrend Semiconductor has seen operations recover quarter by quarter as it moves inventory at a healthy pace. The company sees promising futures for both its main...
Global wafer foundry industry analysis and forecast, 2022
DIGITIMES Research Special Report Databases
Global tablet demand stays in stagnation in 2Q23 and 2H23, says DIGITIMES Research
China smartphone AP shipments rise sequentially in 2Q23 and 3Q23, says DIGITIMES Research
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research