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NEWS TAGGED ANALYSIS
Tuesday 13 September 2022
With high inventory and low demand, PC supply chain may need another year to recover
After enjoying explosive growth in 2020 and 2021, the global PC market quickly encountered a lack-of-demand crisis in 2022, caused by the stacking impact of fewer WFH benefits, the...
Monday 12 September 2022
US likely to expand tech export bans on China, but experts warn implications
A Reuters exclusive report quoted sources saying the Biden administration will broaden export curbs on US semiconductors used for artificial intelligence (AI) and chipmaking...
Monday 12 September 2022
If Apple starts buying YMTC chips, Samsung, SK Hynix's good days may be numbered
According to BusinessKorea reports, for the first time, Apple is buying 3D NAND memory chips from China's YMTC, making it a supplier of components for iPhone 14, which was...
Wednesday 7 September 2022
MA-tek likely to post 20% revenue surge in 2022
IC analysis and certification lab Material Analysis Technology (MA-tek) is expected to post a 20% revenue surge in 2022, thanks to a strong pull-in of orders from foundries, according...
Tuesday 6 September 2022
Supply chain restructuring and resilience
In "The New Critical Era of Supply Chains Restructuring and Resilience Strengthening" forum hosted recently by DIGITIMES Asia, experts from IC distributors - WPG Holdings' chief marketing...
Monday 29 August 2022
Metaverse concept may be first realized in manufacturing amid industries
Manufacturing may become the first industry to adopt metaverse mainly because metaverse stands a large chance of solving problems occurring to manufacturers as well as there has been...
Thursday 25 August 2022
Is the pandemic-driven demand for game consoles fading away?
The stay-at-home economy that has been robust for more than two years is starting to fade as the pandemic gradually slows down. The three major game console brands, Sony, Microsoft...
Thursday 25 August 2022
More ban on semiconductor equipment to China accelerating tech decoupling
The US government has started to expand the ban on semiconductor equipment exports to China to include equipment under 14nm processing nodes and memory manufacturing tools in August,...
Tuesday 23 August 2022
CATL, BYD competition heats up for Tesla orders
Competition between CATL and BYD, China's two largest lithium iron phosphate (LFP) power battery makers, has intensified as the new energy vehicle market continues to expand, and...
Thursday 18 August 2022
Net Zero Series (4): Five practical steps to achieve net zero supply chain by Deloitte
Achieving supply chain net zero is a parody of The Three Little Pigs. Before anything else, preparation is the key to success, urged Deloitte's senior manager of Risk Management...
Thursday 18 August 2022
AMD and Intel's data center competition has a new frontier: silicon photonics
AMD has made quarterly share gains in the serve market consecutively for three years, according to Mercury Research. It made its largest quarterly gain in second-quarter...
Thursday 18 August 2022
The semiconductor pipe dream? Engineer shortage likely to hamper fab investment effectiveness
Semiconductor companies throughout the world are already short of engineers to operate their current supply chains. How will new fabs to be built in the next few years find enough...
Monday 15 August 2022
US imposes new export control to push China out of next generation semiconductor competition
The US Commerce Department's Bureau of Industry and Security (BIS) issued an interim final rule on August 12 to impose restrictions on four emerging and fundamental technologies,...
Friday 12 August 2022
Arm reported record quarterly revenue despite challenges ahead
As SoftBank posted a record JPY3.16 trillion (US$23.5 billion) loss in Q1FY22, prompting it to offload half of its holdings in the Chinese e-commerce giant Alibaba. Its subsidiary...
Thursday 11 August 2022
IC analysis and inspection demand robust for advanced-node chips, advanced packaging
Demand for materials analysis (MA) and reliability analysis (RA) services remains robust for chips built using advanced process manufacturing and advanced packaging, according to...
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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