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Friday 20 December 2024
China's chip equipment market faces triple threats: oversupply, sanctions, and structural shifts
The Chinese semiconductor industry faces a significant market correction as wafer fabs prepare for a downturn in 2025 amid oversupply concerns, causing substantial impacts across...
Thursday 19 December 2024
Taiwan's drone industry rises as geopolitical tensions reshape markets
Taiwan's drone industry is surging amid growing demand for national defense autonomy and cybersecurity, but challenges persist. Companies face stiff competition from low-cost Chinese...
Thursday 19 December 2024
China, US policies drive rush orders, lifting TV panel makers' utilization rates
The Chinese government's subsidy program for energy-efficient appliances, combined with anticipated US tariff hikes, has triggered a sudden surge in TV demand in China and the US...
Thursday 19 December 2024
Rapidus advances 2nm chip production with AI transport system
Rapidus shared progress on its 2-nanometer (nm) chip production preparations at SEMICON Japan 2024, highlighting its innovative AI-enabled overhead transport system. The company remains...
Thursday 19 December 2024
Micron sees data center-driven record sales, but guidance disappoints
Micron Technology reported record fiscal first-quarter revenue driven by data center SSD sales, which now represent over half of total revenue. While HBM shipments doubled quarter...
Thursday 19 December 2024
Micron is optimistic about HBM demand and AI growth despite market challenges
After revealing the latest financial results, Micron held an earnings call, discussing the recovery paces across markets. The company is optimistic about the demand for HBM as it...
Thursday 19 December 2024
Japanese robotics giants pivot to US amid China market slump
Japanese robotics giants Fanuc and Yaskawa Electric are realigning their development strategies toward the US market amid declining demand in China. This shift is evident in their...
Wednesday 18 December 2024
Taiwan-based MSI launches locally-made notebooks in India
Eyeing India's potential in the notebook market amid a make-in-India push, Taiwan-based MSI launches locally-produced notebooks and plans to expand its retail presence.
Wednesday 18 December 2024
Taiwan energy sector unfazed by Trump 2.0
Despite initial market jitters following Donald Trump's presidential victory, Taiwan's energy industry executives remain confident, with some reporting increased orders for solar...
Wednesday 18 December 2024
Chipmaker Kioxia advances in Tokyo debut after jumbo IPO
Memory-chip maker Kioxia rose in its debut on the Tokyo Stock Exchange on Wednesday, underscoring decent investor demand for new shares in Japan. After initially dropping, the company...
Wednesday 18 December 2024
Mature manufacturing process prices expected to dip in 2025
Industry sources indicate that prices for mature semiconductor manufacturing process tape-outs will likely decrease in 2025, primarily driven by higher tape-out demand from integrated...
Wednesday 18 December 2024
Chinese manufacturers stockpile South Korean components ahead of Trump 2.0
Despite continued weak demand for South Korean displays and components in 2024, an unexpected recovery has emerged near year-end. Analysts interpret this trend as a response to the...
Tuesday 17 December 2024
Tech giants prioritize cost-performance ratio for AI investment; Nvidia's computing clusters gain traction
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...
Tuesday 17 December 2024
Compeq to begin mass production at new Thailand plant in 1Q25
Taiwan-based tier-1 high-density interconnect (HDI) board maker Compeq Manufacturing has opened its first production base in Southeast Asia located in Thailand. The facility will...
Tuesday 17 December 2024
IC designers uncertain about PC demand in 2025
According to industry sources, the PC market should see some replacement demand in 2025, but visibility remains low for IC design houses despite the hype about AI devices.
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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