According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks...
The rapid growth in the training requirements for generative AI (GenAI) models has led to a surge in demand for Nvidia's latest Blackwell AI GPUs. However, as the manufacturing processes...
Foxconn's ODM direct business will experience unprecedented growth in 2024, positioning it as the leading company in Omdia's global server market analysis, driven by surging demand...
Amid intense competition from Chinese suppliers and a maturing consumer electronics market, Taiwan-based panel provider Innolux is pursuing transformation through its "More than Panel"...
US cloud service providers (CSPs) are entering a new phase of AI investment, with continued growth in capital expenditures (capex), driving short-term demand for high-end AI chips...
Japanese IC substrate maker Ibiden is ramping up production capacity in response to rising demand linked to generative AI, with plans centered on renovating its current facilities...
MiTAC Corporate President Billy Ho expressed optimism for 2025, though he acknowledged the significant uncertainties ahead, including geopolitical tensions and the potential impact...
The global semiconductor manufacturing industry demonstrated strong momentum in the third quarter of 2024, with all key industry indicators showing positive sequential increases for...
On November 11, specialty IC foundry Vanguard International Semiconductor (VIS) encountered a 24-minute power interruption at Fab 3 in Taoyuan, northern Taiwan. The cleanroom was...
Meta Platforms has raised its 2024 capex forecast to between US$38 billion and US$40 billion, slightly above its earlier projection of US$37 billion to US$40 billion. This adjustment...
Macronix International, a mask ROM and flash memory chipmaker, expects its operations to improve in 2025 compared to this year, but demand will not fully recover, according to company...
TSMC has disclosed that its third-quarter revenue and margins surpassed the guidance it provided three months ago. The pure-play foundry anticipates a 13% sequential increase in revenue...
Prominent OSATs have allocated a greater capital expenditure for 2024 compared to 2023, suggesting that their existing production capacity for advanced packaging is still limited,...
TSMC will hold an investor meeting on October 17 to review the company's business and market projections, as well as updates on its capital expenditure strategy for the current yea...
The total capex of Walsin Technology's printed circuit board (PCB) affiliates including Global Brands Manufacture (GBM), HannStar Board, and Info-Tek (ITC) is anticipated to surpass...
