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Monday 2 September 2024
Peak season fails to boost 3Q24 memory spot pricing
Even though the third quarter is the traditional peak season for consumer electronics and other end-market applications, DRAM and NAND flash memory spot prices have decreased almost...
Monday 2 September 2024
Supermicro's expansion sparks new competitive challenges
Supermicro's troubles are escalating as the company faces scrutiny from short-sellers, delays its annual report, and experiences a sharp decline in market value. The larger question...
Monday 2 September 2024
LCD TV panel market braces for extended price war as Chinese majors battle for dominance
The LCD TV panel market is grappling with challenges due to declining prices and a price war between BOE and TCL CSOT. A production cut slated for October aims to reduce inventory...
Friday 30 August 2024
SMIC to launch four new 12-inch fabs after 2025, targeting 28nm and above for local demand
Semiconductor Manufacturing International Corporation (SMIC), China's leading foundry, is significantly expanding its production capacity with four new 12-inch wafer fabs in Beijing,...
Friday 30 August 2024
G2C+ alliance expects robust demand for advanced packaging
The global expansion of semiconductor advanced packaging capacity is just beginning, which is promising enormous business opportunities for equipment suppliers, such as the G2C+ alliance...
Friday 30 August 2024
China government pushes new policy to raise power battery recycling
China's government has recently called for public consultation for the 2024 version of the Comprehensive Industrial Regulations on the Use of New Energy Vehicle Waste Batteries, aiming...
Friday 30 August 2024
Nvidia supply chain, including TSMC, has strong order visibility for AI chips
Major players in Nvidia's supply chain, such as global foundry leader TSMC, have good order visibility extending to 2026, despite stock investors' concern about the US chip vendor's...
Thursday 29 August 2024
Panel-level packaging looks promising
Panel-level packaging (PLP) is promising to become a viable choice due to its cost-effectiveness and insufficient capacity for advanced chip packaging in the semiconductor industry...
Wednesday 28 August 2024
Nvidia's upcoming results expected to surpass expectation
Nvidia will release its fiscal second-quarter financial results on August 28. The market has high expectations for the company, anticipating revenue and gross margin figures to exceed...
Wednesday 28 August 2024
TASC expands SiC and GaN operations, eyeing significant revenue boost in 2025
Taiwan-Asia Semiconductor Corp. (TASC), a specialist in sensing and light-emitting devices, is significantly increasing its investment in the wide bandgap power semiconductor market...
Wednesday 28 August 2024
Apple unlikely to move capacity back to China, say sources
Rumor has it that Apple is seeking to partially reverse its production relocation, returning to China some of the manufacturing capacity it has had its suppliers move out of the country...
Tuesday 27 August 2024
HD Renewable Energy expands into Japan and Australia with green power solutions
HD Renewable Energy (HD) is set to see stronger performance in the second half of 2024, driven by progress in its Southern Taiwan projects. The company, which holds ample land reserves,...
Tuesday 27 August 2024
Hua Hong accelerates 12-inch fab expansion, aims to boost overseas orders by 2025
Hua Hong Group, one of China's two major semiconductor foundries, trails behind Chinese industry leader SMIC in terms of both capacity and market share, holding a global market share...
Friday 23 August 2024
TSMC 3/5nm nodes poised to generate over NT$1 trillion in revenue by 3Q24
TSMC is likely to see its 3nm and 5nm nodes generate more than NT$1 trillion (US$31.02 billion) in total revenue in the first three quarters of this year, as the foundry house's sales...
Thursday 22 August 2024
Cooling module maker Forcecon capitalizes on liquid cooling
Thermal management specialist Forcecon Tech is actively expanding into liquid cooling solutions for AI servers. The company's in-row coolant distribution units (CDUs) are slated to...
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