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Friday 2 August 2024
SK Hynix considers US IPO for subsidiary Solidigm amid surging enterprise SSD demand
SK Hynix is reportedly considering an initial public offering (IPO) for its solid-state drive (SSD) subsidiary, Solidigm, in the US, following a surge in demand for enterprise SSDs...
Friday 2 August 2024
AMD boosts AI data center GPU revenue forecast to US$4.5 billion amid surging demand
AMD has further raised its full-year revenue forecast for AI data center GPUs to US$4.5 billion, underscoring the surging demand for computing power driven by generative AI. The chipmaker...
Friday 2 August 2024
PCB and CIS manufacturers optimistic about new iPhone debut in 3Q24
PCB and CIS supply chain manufacturers are expected to see explosive orders for the iPhone 16, Apple's first AI smartphone module equipped with the A18 chip, as the peak season for...
Friday 2 August 2024
Amazon to ramp up capex for AWS and AI
Amazon's AWS division continued to gain momentum despite reporting lower-than-expected revenue. The company plans to boost its capital expenditures to accommodate the growing demand...
Friday 2 August 2024
China IDM CR Micro to initiate price increases for power ICs
China Resources Microelectronics (CR Micro) plans to hike pricing for power MOSFET and IGBT chips to reflect its fully utilized fab capacity, according to industry sources.
Friday 2 August 2024
TSMC to see HPC chip sales boom despite smartphone slowdown
TSMC has warned of a slowdown in smartphone chip demand, but is bullish about sales generated from the HPC sector.
Thursday 1 August 2024
LandMark projects 3Q24 growth from silicon photonics surge for AI, data center apps
Epitaxial wafer manufacturer LandMark Optoelectronics expects its product mix improvement to drive revenue and profit growth in the third quarter, as US silicon photonics customers...
Thursday 1 August 2024
CWE, CWTC drive growth through panel-level packaging and miniLED solutions
Chang Wah Electromaterials (CWE), a Taiwanese supplier of semiconductor and electronics materials and equipment, is transitioning from 12-inch wafer-level packaging to panel-level...
Thursday 1 August 2024
IC design houses see lower 3Q24 order visibility despite peak season
IC design houses, including Realtek Semiconductor and RichWave Technology, have expressed a less optimistic outlook for the third quarter of 2024 due to lower-than-anticipated order...
Thursday 1 August 2024
CHPT forecasts Q3 growth driven by HPC demand and smartphone replacement season
Chunghwa Precision Test (CHPT), a leading probe card manufacturer, anticipates strong performance in the second half of 2024, with growth driven by increasing demand for high-performance...
Thursday 1 August 2024
AI drives record licensing revenue for Arm; 2025 guidance remains unchanged amid end-market uncertainties
Fueled by rising AI-driven demand for energy-efficient chips, Arm reported a 70% increase in its license revenue. Although royalty revenue from smartphones grew by 50%, the results...
Thursday 1 August 2024
SiC chip prices to fall in China over next 2 years
SiC chip prices in China are expected to fall by as much as 30% in the next two years, according to industry sources.
Thursday 1 August 2024
Major Taiwan pure-play foundries achieve impressive sales and profits
Taiwan's top-3 pure-play foundries -- TSMC, United Microelectronics (UMC), and Vanguard Semiconductor International (VIS) – are outperforming their global competitors, achieving...
Wednesday 31 July 2024
Yageo sees AI drive passive component demand
Yageo believes AI will fuel passive component demand, with operations improving further in the third quarter of 2024.
Wednesday 31 July 2024
Biden administration responds to packaging and testing industry as Amkor receives subsidies from CHIPS Act
The Biden Administration has announced that the CHIPS and Science Act will subsidize US$400 million to help Amkor, the largest semiconductor packaging and testing company in the US,...
TPCA
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