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Monday 1 July 2024
Component suppliers race to adapt as AI smartphones surge
Samsung Electronics recently launched its first AI smartphone, the Galaxy S24, marking 2024 as the inaugural year for AI smartphones.
Friday 28 June 2024
Three reasons behind SDC and LGD's decision to slow down their Micro LED business
Compared to the aggressive investments in the Micro LED business by Taiwanese and Chinese companies, South Korean panel manufacturers could slow their efforts in Micro LEDs due to...
Friday 28 June 2024
Nvidia defends AI chip dominance
The Ultra Accelerator Link (UALink) is an open industry standard supported by major Cloud Service Providers (CSP) and processor vendors in competition against Nvidia. Nevertheless,...
Thursday 27 June 2024
Anti-subsidy duties by EU on Chinese EVs led to initial negotiations between the two sides
The European Union (EU) has imposed an anti-subsidy provisional tax on Chinese EVs, with a maximum total tax rate nearing 50%, higher than market expectations.
Thursday 27 June 2024
Semco begins mass production of ABF substrates in Vietnam, eyes AI server market
Samsung Electro-Mechanics (Semco) has commenced mass production at its ABF substrate plant in Vietnam, following a KRW 1 trillion (US$ 720 million) investment announced in 2021. This...
Thursday 27 June 2024
SDC to focus personnel on OLED R&D; consider introducing 64-hour workweek
Facing increasing competition from rivals in its OLED business, Samsung Display (SDC) is reportedly transferring internal technical personnel to the small and medium-sized OLED development...
Wednesday 26 June 2024
Honda launches N-VANe: budget BEV to compete with Chinese rivals
Honda, the Japanese automotive conglomerate, announced that it will launch a budget Battery Electric Vehicle (BEV) in October 2024 in Japan, and consumers can get one for less than...
Tuesday 25 June 2024
Taiwanese DDI vendors upbeat about 2H24
Taiwan-based Display Driver IC (DDI) vendors are upbeat about the upcoming high season in the second half of 2024, as inventory in the supply chain has returned to healthy levels...
Friday 21 June 2024
China's 618 TV sales leaps and declines, intense competition in large-screen TVs
In 2024, the initial week of China's 618 TV sales showed impressive results, but sales in the second and third weeks weakened significantly.
Tuesday 18 June 2024
MSI and ASRock catch up in the AI server race
Jensen Huang, CEO of NVIDIA, paid a two-week visit to Taiwan at the end of May, hyping up the AI craze all over again.
Monday 17 June 2024
HBM competition (3): the likely changes in the industry ecosystem
Before we discuss the possible impact of HBM4 standard interface on the DRAM industry, we need to review the current status of the DRAM industry.
Monday 17 June 2024
AI server boom drives demand for PCIe Gen5 retimers, Astera Labs dominates supply but faces new competition
High-speed transmission of AI servers has become a critical factor for major chipmakers and their supply chain partners to improve cloud computing performance, significantly driving...
Friday 14 June 2024
Samsung to embrace rising high-end NAND demand for AI smartphones amid Chinese competition
Samsung Electronics is poised to enjoy a significant surge in demand for high-performance NAND flash chips used in mobile devices, fueled by the pervasive adoption of on-device AI...
Thursday 13 June 2024
Legacy tier-1s find themselves in tight spot as automakers transfer cost pressure
Legacy automotive tier-1 suppliers are in hot water because major automakers face fierce competition and scale back their EV investments. Carmakers continue to pressure tier-1s, saying...
Thursday 13 June 2024
HBM competition (2): The choice of HBM's next steps?
It is important to know how individual memory companies choose to develop their High Bandwidth Memory (HBM) technology for future competitions.
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