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NEWS TAGGED 2H24
Thursday 3 October 2024
Taiwan wafer foundry industry expected to go up 18% sequentially in 2H24, says DIGITIMES Research
Boosted by short-term orders in the electronics supply chain and shipments of AI and high-performance computing (HPC) chips, Taiwan's wafer foundry industry posted better-than-expected...
Thursday 22 August 2024
Kenmec expects sales recovery in 2H24
Kenmec Mechanical Engineering saw lower-than-expected performance in the first half of 2024 due to fluctuations in the economy and construction delays, even though the company had...
Thursday 22 August 2024
Innodisk sees over 20% revenue from AI; revenue and profit to increase in 2H24
With the increasing implementation and demand for edge AI applications, DRAM manufacturer Innodisk stated that its edge AI projects have been progressing smoothly with AIoT-related...
Friday 16 August 2024
Component suppliers see promise in 2H24 amid launch of new models and AI demand
The second half of the year is traditionally the peak season for the launch of flagship smartphones, which is expected to boost demand for key components such as PCBs (Printed Circuit...
Friday 16 August 2024
Taiwan ODMs cautiously optimistic about 2H24
Taiwan-based ODMs are cautiously optimistic about consumer electronics product demand in the second half of this year, according to industry sources. While it is unlikely that notebook,...
Wednesday 14 August 2024
PMIC firm GMT expects modest growth in 2H24
Global Mixed-Mode Technology (GMT), a supplier of power management IC (PMIC), anticipates modest growth in the latter half of 2024. AI PCs have not yet stimulated the overall demand...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
Friday 9 August 2024
Adata optimistic about 2H24 prospects
Memory module house Adata Technology has expressed optimism about its operations in the second half of this year, citing bullish contract prices for memory chips.
Wednesday 7 August 2024
IC equipment supplier Trusval expects strong 2H24 performance thanks to successful transition to system integration engineering
Taiwan-based IC equipment maker Trusval Technology, a supplier of TSMC, has benefited from its recent expansion into system integration engineering services. It has successfully captured...
Wednesday 7 August 2024
Taiwan IC backend houses optimistic about growth prospects for 2H24
Taiwan-based IC backend firms are optimistic about the overall recovery in the market in the second half of this year, with particular focus on the robust demand for AI processors,...
Tuesday 30 July 2024
Onsemi expects signs of recovery in 2H24, eyes growing SiC usage in AI data centers
Onsemi reported a decline in performance for the past quarter, attributing the downturn to short-term economic headwinds. Despite these challenges, the company remains confident in...
Tuesday 16 July 2024
TSMC to see 2H24 revenue boost from 3nm chip orders
A ramp-up in 3nm chip orders from Intel may serve as a significant catalyst for TSMC's revenue growth in the latter half of 2024, according to industry sources.
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 28 June 2024
TV market replenishes in second quarter as large-size DDIs face risks in 2H24
Some display driver IC (DDI) manufacturers noted in their earnings calls that the second quarter of 2024 will see a peak in TV application orders, boosting the shipment performance...
Thursday 27 June 2024
Apple's halo shines bright in smartphone supply chain, even with consumer demand concerns
With Nvidia leading the charge in generative AI, Apple's brand image seemed to have lost a bit of its luster.
CPC
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