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NEWS TAGGED 2025
Friday 25 October 2024
AUO to build the world's largest Micro LED production line, mass production expected in 2025
AUO is positioning itself to lead the global Micro LED market by constructing the world's most advanced 4.5-generation Micro LED production line, set to be completed by October. This...
Friday 25 October 2024
Reported iPhone 16 production cut could hurt Pegatron
Market sources indicate that Apple is reducing iPhone 16 orders by approximately 10 million units starting from the fourth quarter of 2024 through the first half of 2025, putting...
Friday 25 October 2024
Qualcomm touts superior battery performance despite no new PC chips
Despite not announcing any new PC chips at this year's Snapdragon Summit, Qualcomm addressed performance claims made by Intel and AMD while sharing specifications for upcoming developments...
Friday 25 October 2024
TSMC to hike sub-5nm quotes in 2025; 2nm to exceed US$30,000
TSMC has made adjustments to its foundry quotations for 2025 to clients to alleviate the effects of gross margin losses caused by high operating costs in overseas facilities and 2nm...
Thursday 24 October 2024
Micron anticipates AI demand boost as EUV-based DRAM enters production in 2025
Micron Technology, which has fully allocated its HBM production capacity for calendar 2025, indicated that demand for AI will increase as it expands from cloud servers to consumer...
Thursday 24 October 2024
Amid HBM3E supply challenges, Samsung appeals to Nvidia with GDDR7, foundry
As Samsung Electronics (Samsung) faces delays in the mass production of HBM3E, the company is looking to enter Nvidia's supply chain through its competitive GDDR DRAM offerings. Recent...
Thursday 24 October 2024
Phison sees enterprise SSD customization prospects
NAND flash device controller specialist Phison Electronics will focus its development efforts on enterprise-level SSDs over the next five years, according to company CEO KS Pua.
Thursday 24 October 2024
Tesla's results exceed expectations and projects growth for 2025
Tesla reported strong third-quarter results, reaffirming its commitment to expanding its vehicle lineup and launching affordable models in 2025, while also focusing on its energy...
Thursday 24 October 2024
Lam Research signals declining Chinese revenue, eyes growth in advanced manufacturing and packaging
Following ASML's report of declining net bookings and anticipated lower revenue from China, Lam Research refrained from providing updated guidance for its fiscal year. The company...
Thursday 24 October 2024
European automakers see more challenges at home
European automakers have long struggled with the influx of low-cost Chinese electric vehicles (EVs), but their challenges are intensifying. Now, they face the dual pressure of stringent...
Thursday 24 October 2024
LandMark optimistic about 2025 as 800G SiPh becomes mainstream
Optical epitaxy specialist LandMark Optoelectronics reported a gross margin increase to 27.58% in the third quarter of 2024, driven by silicon photonics (SiPh) shipments to high-speed...
Thursday 24 October 2024
SiC substrate price correction may continue in 2025, says GCCS
GeChi Compound Semiconductor (GCCS), a Taiwan-based silicon carbide (SiC) crystal growth firm, forecasts that while oversupply will continue to keep SiC substrate prices at low levels...
Wednesday 23 October 2024
Global smartphone shipment forecast, 2025 and beyond

Introduction

Wednesday 23 October 2024
AI penetration will be key to closing the substrate supply-demand gap, says industry
The second half of the year is typically a peak season for substrates. Despite market volatility, strong demand for AI continues to drive the global integrated circuit (IC) substrate...
Wednesday 23 October 2024
Material suppliers ride TSMC's 3Q24 momentum while cautious on non-AI sectors
TSMC's financial report for the third quarter of 2024 has not only delivered impressive results, but its AI prospects have instilled high confidence in the market, subsequently boosting...
megawin
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