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TSMC to double CoWoS capacity in 2025; Nvidia will use 60%

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HBM memory supply to scale in 2025

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Despite start of new AI server shipments, server ODMs see gross margins fall

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Server component providers welcome new era with Nvidia GB200 mass production

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PCB and CCL firms gearing up for AI server boom

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GB200 peripheral chip suppliers delighted with Blackwell cooling issues addressed

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First Dimensity 9400 AI mobile phone debut; Vivo expects X200 sales to treble

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Home Tech Displays

TV panel prices continue to rally

Rebecca Kuo, Taipei; Rodney Chan, DIGITIMES Asia Wednesday 21 June 2023 0

Credit: DIGITIMES

TV panel prices continue to rise, buoying sales at panel makers AU Optronics (AUO) and Innolux, as well as related component suppliers.

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