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NEWS TAGGED 2024
Monday 16 October 2023
IC design houses remain wary about placing orders with foundries
Despite their sales results reflecting a pick-up in customer orders, Taiwan-based IC design houses intend to be cautious when placing orders with their foundry partners, according...
Monday 16 October 2023
Taiwanese substrate manufacturers quiet in September; looking to demand rebound in 2024
The September revenue performances of the top three Taiwanese substrate manufacturers have been revealed along with their third-quarter revenues. Despite operations not seeing as...
Monday 16 October 2023
Taiwanese MOSFET suppliers hope for higher production volume in 2024 driven by AI and Huawei
MOSFET have gone through several quarters of low performance and inventory adjustments. Recently, there are signs of recovery. Apart from the AI server-driven subcontractors boosting...
Friday 13 October 2023
Packaging materials demand decelerates
Packaging materials suppliers have seen customers slow down their pace of orders in the fourth quarter, and may encounter a decline in revenue compared to the previous quarter, according...
Friday 13 October 2023
PCB shipments to grow in 2H23 and 2024
The printed circuit board (PCB) industry is facing a challenging year in 2023. A downturn in consumer electronics demand has led to consecutive months of on-year decline for many...
Thursday 12 October 2023
Global smartphone shipment forecast, 2024 and beyond

Introduction

Thursday 12 October 2023
Brand PC vendors say demand is picking up
Brand PC vendors including Dell and Hewlett-Packard (HP) have expressed optimism that demand is increasing, boosting confidence in related industry supply chains.
Thursday 12 October 2023
OSATs to see AI chip demand fuel growth in 2024
Although major Taiwan-based OSATs experienced a decline in total revenue for 2023 through September, market sources state that they are gearing up for an anticipated rise in demand...
Wednesday 11 October 2023
Coherent SiC biz to draw investment from Denso, Mitsubishi Electric
Denso and Mitsubishi Electric have agreed to invest an aggregate US$1 billion in Coherent's silicon carbide (SiC) business. The transaction results from the strategic review process...
Wednesday 11 October 2023
TSMC to maintain 2023 outlook despite stronger 3Q
Despite better-than-anticipated third-quarter revenues, TSMC is expected to reiterate its previously stated revenue and capex projections for 2023 at its upcoming investors conference,...
Wednesday 11 October 2023
EIH set to mass produce cutting-edge color e-paper solutions in 2024
Taiwan's E Ink Holdings (EIH), staying at the forefront of revolutionizing color electronic paper applications, is on track to volume produce its groundbreaking E Ink Spectra 6 color...
Friday 6 October 2023
Taiwan foundry revenues expected to fall in 2023, but make recovery in 2024, says DIGITIMES Research
Taiwan's wafer foundry industry is set to generate a total of only US$77.9 billion in revenue in 2023, falling 13% from a year ago, with the decline having been adjusted bigger by...
Thursday 5 October 2023
Micro LED supplier PlayNitride to expand production capacity by over 50% in 2024
With Micro LED applications diversifying their development, PlayNitride chairman Charles Li stated that not only do they have two to three new mass-production orders right now, but...
Thursday 5 October 2023
DDR5 poised to become mainstream in 2024
Major semiconductor makers are increasing available capacity for DDR5 memory, which is set to become mainstream in 2024, according to sources at memory module houses.
Vortex
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