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NEWS TAGGED 2024
Friday 12 July 2024
AI server shipments to surge in 2H24 as GPU shortage eases
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
Friday 12 July 2024
Taiwan fab toolmakers grab major orders from TSMC and China
Taiwan-based semiconductor equipment manufacturers are increasingly involved in the supply chains of TSMC and Chinese foundries, according to industry sources. SEMI projects global...
Thursday 11 July 2024
Chinese AI models show strength and resilience amid US sanctions
Chinese AI companies showcased resilience and innovation at the 2024 World AI Conference (WAIC 2024) amid the US's tightening AI chip export sanctions.
Thursday 11 July 2024
Nanya likely to break even in 3Q24 as inventory improves
Nanya Technology's DDR4 inventory adjustment will improve quarter after quarter, bringing total fab utilization to more than 90%, according to the Taiwan-based DRAM memory maker.
Thursday 11 July 2024
MediaTek to surpass Qualcomm Snapdragon in 5G smartphone market
According to Omdia, 5G smartphones equipped with MediaTek processors experienced significant growth in the first quarter of 2024. Shipments increased by 53%, rising from...
Thursday 11 July 2024
MediaTek 2Q24 performance meets expectations, eyeing boost from Dimensity 9400
MediaTek has shown remarkable resilience in the typically slow second quarter, with revenue steady compared to the previous three months. This performance suggests the company has...
Thursday 11 July 2024
Taiwan government encourages local firms to participate in military supply chain
During his inauguration speech on May 20, 2024, President William Lai announced the development of "Five Trusted Industry Sectors": semiconductors, AI, military, security and surveillance,...
Thursday 11 July 2024
AMOLED phone shipments outnumber LCD ones, heaping pressure on Taiwanese panel supply chain
AMOLED has overtaken LCD as the mainstream screen technology for mobile phones, heaping pressure on Taiwanese panel makers who specialize in the latter, according to industry sourc...
Thursday 11 July 2024
Samsung first-ever major strike threatens chip ambitions as union asserts its influence
Samsung Electronics' largest union, the "National Samsung Electronics Union," began a general strike on July 8, 2024, and announced an indefinite two-phase strike on July 10. This...
Thursday 11 July 2024
AI to boost chip component demand, say IC distributors
IC distributors are optimistic about AI-related chip and component demand, predicting a stronger second half of the year than the first. According to industry sources, consumer products,...
Wednesday 10 July 2024
AI PC popularity rising among Japanese enterprises; expect to account for over 70% of commercial PCs by 2030
AI PCs' acceptance by consumers depends on the potential of AI technology, AI chips, and suppliers like assembly providers in the end-user market. In the Japanese market, research...
Wednesday 10 July 2024
Silicon Motion expects 2Q24 sales to beat guidance
Silicon Motion Technology, a manufacturer of NAND flash controllers for solid-state storage devices, has announced that based on preliminary second-quarter financial results, sequential...
Wednesday 10 July 2024
TSMC records 30% YoY growth in sales, Q2 revenue exceeding guidance
TSMC recorded its financial performance in line with market expectations, with consolidated revenue in June at NT$207.869 billion, down 9.5% month-on-month but up 32.9% compared to...
Wednesday 10 July 2024
Chinese and South Korean SiC tool makers make efforts to cut dependence on Aixtron
In the 2024 SiC Semiconductor Conference held in Pusan in late June 2024, Chinese and South Korean fab tool makers announced SiC MOCVD-related technologies, trying to challenge the...
Wednesday 10 July 2024
Shanghai AI conference stuns with 45 cutting-edge robots, dragon-themed open-source humanoid
The 2024 World Artificial Intelligence Conference (WAIC) opened in Shanghai, showcasing an impressive array of 45 intelligent robots, including 25 humanoids.
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