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Wednesday 25 September 2024
Notebook shipment update, August 2024

Introduction

Wednesday 25 September 2024
DDI firms see on-year sales performance vary in 3Q24
While the overall IC design industry feels peak season demand is not as high as planned, display driver IC (DDI) players are expected to post large sequential revenue growth in the...
Wednesday 25 September 2024
AI bubble: Real crisis or false issue?
Despite a broader economic stagnation and softening demand across various sectors, investment in AI, especially cloud AI, remains exceptionally high. Concerns are mounting about a...
Wednesday 25 September 2024
Suppliers seek transformation as Apple chain price wars become the norm
In recent years, Apple suppliers have closely monitored iPhone sales following each launch. However, with the mobile phone market reaching saturation and competition intensifying,...
Wednesday 25 September 2024
JCET expands HBM packaging and testing as China accelerates domestic production
The Biden administration is considering imposing restrictions on the import of high-bandwidth memory (HBM) and related equipment into China, fueling growing demand for domestic substitutes...
Wednesday 25 September 2024
How many iPhone generations can AI support last through? Experts anticipate growth potential
Apple's new iPhone 16 series hit the market on the 20th, finally featuring the much-anticipated Apple Intelligence. However, telecommunications industry personnel and supply chain...
Wednesday 25 September 2024
Henkel expands semiconductor focus in India with plans for advanced packaging
As India's semiconductor ambitions take shape, Henkel, the global industrial adhesives and electronics packaging giant, is positioning itself to support the country's emerging semiconductor...
Wednesday 25 September 2024
China leverages compute-in-memory technology to overtake HBM in AI chip development
The explosive growth of artificial intelligence (AI) has created an unprecedented demand for computational power. As the chip industry faces physical limitations in the post-Moore's...
Wednesday 25 September 2024
IC design house Ene sees robust demand for gaming MCUs
Microcontroller unit (MCU) specialist Ene Technology has seen good inventory stocking demand for MCUs by gaming customers and expects overall performance in the fourth quarter to...
Wednesday 25 September 2024
Innolux expands FOPLP focus beyond automotive, PMIC
Innolux is expanding its fan-out panel level packaging (FOPLP) technology focus beyond automotive and power management ICs (PMIC) to include high-end applications.
Wednesday 25 September 2024
AI PC market faces tepid demand, industry pins hopes on future platforms
As artificial intelligence (AI) applications become widespread, products like AI smartphones and AI PCs are emerging in the market. However, supply chain operators indicate that while...
Tuesday 24 September 2024
AI boom overshadowed by weak consumer IT demand for Samsung and SK Hynix
South Korean semiconductor giants Samsung Electronics and SK Hynix are facing a more cautious outlook for the third quarter of 2024 as demand for AI server chips surges. Recent downgrades...
Tuesday 24 September 2024
TSMC SoIC fab capacity to reportedly boost through to 2026
The AI surge requires TSMC to swiftly expand its production capacity for chip-on-wafer-on-substrate (CoWoS) packaging. Simultaneously, the foundry's production capacity for 3D-stacked...
Tuesday 24 September 2024
IPC makers eye strong recovery as global markets rebound, project benefits stretch into 2025
Major industrial PC (IPC) manufacturers like Advantech and DFI are showing signs of stabilization despite a sluggish market. Meanwhile, with the Chinese market bottoming out and renewed...
Tuesday 24 September 2024
Global semiconductor sales hit US$162.1 billion in 2Q24; Nvidia shines
Omdia has recently released a report that indicates that the total semiconductor revenue reached a record high of US$162.1 billion in the second quarter of 2024, representing a 6.7%...
Research Report Database
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