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NEWS TAGGED ANALYSIS
Thursday 26 August 2021
Industry research (1): The data-driven era has arrived
I have many years of experience in industry research, information integration, and making charts on my own. But as the research tools continue to evolve, everyone has his or her talents...
Wednesday 25 August 2021
Taiwan PC monitor shipments fall in 2Q21, says Digitimes Research
Taiwan's PC monitor shipments fell nearly 7% sequentially to 22.12 million units in the second quarter of 2021, due mainly to shortages of related components and materials, according...
Tuesday 24 August 2021
Top-5 notebook vendors see combined shipments drop 5% in July
The global top-5 notebook brands (not including Apple) saw their combined shipments slip 5% on month in July, due mainly to a substantial slowdown in demand from the gradually saturating...
Tuesday 24 August 2021
Taiwan top-3 foundries to see combined revenues surge over 20% in 2021
TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are forecast to see their combined revenues increase over 10% sequentially in the third quarter...
Friday 20 August 2021
Highlight of the Day: Intel's plan to acquire GF gets hindered
The move of GF's plan for IPO is more likely to happen in the near future, which might make Intel's buyout plan vanish...
Friday 20 August 2021
IT industry outlook (5): TSMC under the microscope
Many ask if TSMC is a Taiwanese company. If you look at the equity structure, about three-fourths of the foundry house's shares are in the hands of foreign investors, so TSMC is not...
Thursday 19 August 2021
IT industry outlook (4): Is there any way out for China's beleaguered semiconductor industry?
The National Security Commission Artificial Intelligence (NSCAI) of the US has made recommendations on the competitive relationship between American and Chinese high-tech industries,...
Wednesday 18 August 2021
IT industry outlook (3): Intel heralds angstrom era
Intel CEO Pat Gelsinger has been maneuvering a lot lately. The tech-savvy CEO is determined to redefine technical specifications as a strategic resolution to break the deadlock in...
Monday 16 August 2021
IT industry outlook (1): Competitors of Taiwanese firms working in ASEAN and India
Since Taiwan launched its New Southbound Policy, Taiwanese enterprises seem to be working all on their own when investing in Southeast Asia and India. But who are their competitors?...
Wednesday 11 August 2021
IC shortages to continue impacting 3Q21 server shipments, says Digitimes Research
Global server shipments in the second quarter of 2021 saw a smaller sequential increase than Digitimes Research's estimated 14%, up only 9% from a quarter ago, due mainly to shortages...
Tuesday 10 August 2021
Global tablet shipments slip in 2Q21, but to grow 30% in 3Q21, says Digitimes Research
Global tablet shipments reached 34.69 million units in the second quarter of 2021, down 3.5% sequentially and 12.5% on year, according to Digitimes Research.
Tuesday 10 August 2021
China smartphone shipments fall in 2Q21, says Digitimes Research
About 72.2 million smartphones were shipped to the China market in the second quarter of 2021, down 23.6% sequentially and over 20% on year, according to Digitimes Research.
Monday 9 August 2021
Views from Taiwan (10): The structure of the server sector
With manufacturing advantages inherited from Taiwan's notebook industry, Taiwan's server shipments account for over 90% of the global server market. Server suppliers such as Wistron's...
Friday 6 August 2021
Views from Taiwan (9): Taiwanese firms as IT powerhouses
The industry community is aware that Huawei has been hoarding components so as to secure supply to sustain its production line, especially high-end parts. On top of that, China is...
Thursday 5 August 2021
Views from Taiwan (8): MediaTek becomes largest supplier of handset APs to Samsung
According to DIGITIMES Research analyst Stella Weng's study, MediaTek's application processors (AP) were used in only 8% of Samsung's handsets in 2019, but the proportion shot up...