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NEWS TAGGED 2024
Thursday 25 July 2024
CSPs stay keen on deploying AI data centers
The strong growth momentum in cloud service providers' (CSPs) AI server investments is set to continue since the risk of under-investment still far outweighs over-investment, said...
Thursday 25 July 2024
TSMC to break ground for German fab at year-end 2024, sources say
TSMC is expected to break ground on its new wafer fab in Germany around the end of 2024, with volume production to begin by the end of 2027, according to sources at semiconductor...
Wednesday 24 July 2024
Intel Foundry faces hurdles in European expansion and performance struggles
Intel has confirmed that part of its European investment project has been shelved due to economic reasons, highlighting the chipmaker's challenges in its foundry business, which relies...
Wednesday 24 July 2024
Inspur refutes Nvidia B20 collaboration reports amid H20 export restriction warnings by analysts
Inspur, a Chinese server manufacturer, recently denied a Reuters report, stating it has no collaboration with Nvidia on designing a B20 AI chip based on the Blackwell architecture...
Wednesday 24 July 2024
Samsung unveils the ultra-thin Galaxy Z Fold6 Slim to compete with Chinese rivals
Samsung Electronics, fresh off its July 2024 launch of new foldable phones, is gearing up to introduce a sleeker, more lightweight model: the Galaxy...
Wednesday 24 July 2024
SDC 8.6G OLED investment fuels South Korea panel equipment import surge
South Korea's imports of panel manufacturing equipment soared tenfold in the first half of 2024 compared to the same period in 2023, reaching approximately US$315 million. This dramatic...
Wednesday 24 July 2024
E Ink advances color technology, first e-paper mobile phone allegedly in mass production
E Ink Holdings (E Ink), a leading e-paper company, is aggressively advancing its color e-paper products. In consumer applications, demand for e-readers and e-paper notebooks remains...
Wednesday 24 July 2024
Uncertainty arises over 3Q24 consumer chip replenishment momentum
Although initial demand for HPC and AI smartphone chips is expected to remain strong as the traditional peak season approaches, recent observations indicate potentially lower-than-expected...
Wednesday 24 July 2024
Outlook for Taiwan export orders optimistic
The prime season for the stocking of new products is rapidly approaching, and the outlook for Taiwan's export orders is optimistic, market sources believe.
Wednesday 24 July 2024
India reduces import taxes for smartphones, benefiting Apple
In the latest budget, India reduced import taxes for smartphones and components, as well as 25 critical metals to develop local manufacturing ecosystems. India also increased import...
Wednesday 24 July 2024
TSMC sees spike in SHR orders from China
TSMC has witnessed an increase in orders from Chinese customers seeking super hot runs (SHR), for which they are willing to pay a 40% premium, according to industry sources.
Tuesday 23 July 2024
ASML looks to expand staff in Japan thanks to rising local EUV demand
As Japan prepares to import its first-ever EUV lithography systems, ASML, the sole technology provider, plans to boost its local workforce significantly.
Tuesday 23 July 2024
Biden bows out: Kamala Harris takes lead as AI regulations and semiconductor debates heat up
On July 21, US President Joe Biden officially announced his decision to withdraw from the 2024 presidential race amid growing pressure from within the Democratic Party. Biden stated...
Tuesday 23 July 2024
IC industry hopes for turnaround in 2H24 amid new AI PC solutions
When will AI PC dividends start to pay off for the chip industry? This question has been closely followed by many in the industry during the first half of 2024. The launch of Copilot+PC,...
Tuesday 23 July 2024
Apple's rumored foldable iPhone yields mixed news for Samsung
Recent rumors suggest that Apple is conducting research and development for its first "foldable iPhone," with a potential release targeted for 2026. Industry sources believe that...
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research