Geopolitical tensions prompt Japanese IDMs to gather capacities in Japan's Kyushu and Tohoku regions and prioritize their OSAT capacity expansions in ASEAN countries.
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Global investment plans of Japanese IDMs
China smartphone AP shipments, 3Q 2024
The smartphone market will be in a slow season in the first quarter of 2025, resulting in a 7.7% sequential shrinkage of AP shipments to Chinese smartphone brands in the fourth quarter of 2024.
CSP in-house development of ASIC accelerators
Google TPUs will see a share of over 70% in the in-house developed cloud ASIC accelerator market in 2024; an all-optical network communication architecture will play a crucial role in achieving that.
Automotive CIS tech development, 2024
The popularization of autonomous driving is boosting demand for automotive CIS with LFM and HDR being mainstream development directions.
China smartphone AP shipments, 2Q 2024
Global AP shipments to Chinese smartphone brands are expected to rise by 9.3% sequentially in the third quarter of 2024, driven by the peak season and the vendors' inventory preparation for their flagship devices.
Arm AI applications at Computex 2024
Arm to focus on four major applications for the AI business, but competition may rise from in-house developed IPs from ex-customers.
Server AI accelerator market and technology
DIGITIMES Research anticipates that high-end server AI accelerator shipments will more than double on year in 2024 as demand for AI continues picking up.
Wi-Fi 7 applications and tech development
Based on DIGITIMES Research's projections, Wi-Fi 7 penetration in electronics products is set to reach 6.4% in 2024.
China smartphone AP shipments, 1Q 2024
DIGITIMES Research has found that smartphone application processor (AP) shipments to China-based brands in the first quarter of 2024 bucked the seasonal trend with a sequential increase of 9%, driven by stronger-than-expected sales for the Chinese handset brand vendors.
Development of NearLink in China
Chinese IT players are pushing NearLink technologies to satisfy short-range communication demand amid the trade tensions between the US and China.