Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook excludes sales of its H20 chips to China, underscoring how US export curbs continue to weigh on one of its biggest potential markets

Despite flat demand for most consumer electronics chips and a muted outlook for traditional wire bonding and packaging equipment, Singapore's semiconductor packaging equipment giant Kulicke & Soffa (K&S) has confirmed its close collaboration with Taiwan's semiconductor foundry leaders in the advanced packaging field for high-end chips

Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent demand for data centers at the end of 2024, Microsoft has reportedly canceled leases for some data centers in the US and Europe since the first quarter of 2025

The winners before the creation of cell phones were Cisco and telecom service companies such as Nokia and Ericsson. However, with the launch of the iPhone in 2007, the cell phone evolved from being a traditional one-way messaging tool to a carrier that could upload and download data, and the world took a giant leap forward with the transmission of large amounts of data.

Looking at the world's total GDP, which has increased 25 times over the past 70 years, we can also look at Taiwan's experience and find a few turning points in time to explore in detail the key factors that drove the growth

Using the IMF's statistics on global GDP, I will explore the keys to the post-1950 rise of the four Asian Tigers. I have chosen 1950, 1980, 2009, 2019, and 2023 as nodes to explore the century and the world as we have experienced it

Visual Capitalist has published a study that organizes the evolution of total economic output and GDP for various countries over the past 2,000 years. Using data estimated by the International Monetary Fund (IMF), the statistics show how human economic activity has evolved over the past 2,000 years

The market is looking forward to the business opportunities of electric vehicles; however, the demand has been impacted by the weaker-than-expected macroeconomic growth

In 2023, Taiwan's exports declined by 9.8%, which is of course related to the weakening of electronics exports, but with a total export value of US$432.5 billion, a trade surplus of US$80.56 billion, and a surplus of over US$300 billion in tax revenue, the overall result is not too bad. S&P Global projects a 19.2% growth for Taiwan's exports in 2024. What can be expected optimistically and what should be planned for

In 2023, 940 plus publicly listed electronics companies in Taiwan reported a total of US$833 billion in revenues, down 12.6% from US$953 billion in 2022. This number reflected the global industry struggle last year. Looking ahead into 2024, many electronic company executives said they expect a gradual rebound this year. However, we observe that not only the pace of the rebound is slower than expected, but the strength in the rebounds is also significantly different in sectors

Newcomers to the industry are often intimidated by the flexibility and diversity of the strategies of the traditional large companies that are constantly responding to change. When analyzing industry trends, real-time information is needed with industry knowledge accumulated over the years. We have selected 10 issues enterprises must pay attention to in 2024 for this series of column articles

China's automotive industry reached a milestone in 2023. The country became the world's largest car exporter this year and saw the homegrown automakers occupy over 50% of the domestic market share for the first time. In 2024, Chinese carmakers will continue their offense, causing a reshuffle in the EV and automotive sectors worldwide

The importance of the semiconductor industry to Taiwan is self-evident. Among them, TSMC (Taiwan Semiconductor Manufacturing Company) holds a high global market share in advanced processes defined as below 10 nm. Therefore, whether it's Apple's mobile application processors, AI server GPUs, or custom ASICs required for cloud data centers, most of those advanced chips ultimately depend on TSMC's production

In 2023, the generative AI market is poised to generate approximately US$3.7 billion in total revenue (physical infrastructure not included), as highlighted in a recent report by S&P Global. Nvidia CEO Jensen Huang likened this year to the "iPhone moment for artificial intelligence" in February, signifying a crucial juncture for the highly anticipated technology and its seamless integration into various aspects of daily life. In retrospect, as we examine the significant events and advancements of the AI-dominated year, DIGITIMES Asia delves into the pivotal moments, progress, and prospects that have defined the landscape of AI and large language models

EVs are on track to gain momentum in the coming years. In 2023, a price war intensified the industry's competition. Geopolitics facilitated the localization of production. Multiple factors will continue to weigh in on the sector's rivalry and collaboration in 2024, with China remaining the center of it