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Tuesday 16 July 2024
Samsung spearheads NAND recovery as QLC, AI drive market shift
Samsung Electronics has nearly doubled its NAND Flash production in the second quarter of 2024 after hitting a low point in the fourth quarter of 2023.
Tuesday 16 July 2024
SDC, LGD push power-efficient tandem OLED for AI era
South Korea's two major display manufacturers are optimistic about evolving market demands and are targeting the on-device AI OLED market. The next-generation "tandem OLED" technology...
Tuesday 16 July 2024
IPC firms thrive amid rising regional conflicts, fueling defense industry boom
As global regional conflicts persist, nations are bolstering their defenses, driving unprecedented demand in the defense sector. Military products, known for their rigorous specifications...
Tuesday 16 July 2024
Shipping delays and rising costs test auto supply chain, yet Taiwan's auto parts makers show resilience
The automotive supply chain is grappling with persistent shipping delays and escalating freight costs, which have extended delivery times by about two weeks. Despite these challenges,...
Tuesday 16 July 2024
Memory prices to rise at slower pace in 3Q24
DRAM and NAND flash memory prices will continue to rise in the third quarter, albeit at a slower rate than in the first half of this year, as market circumstances improve more, according...
Tuesday 16 July 2024
Moment Semiconductor eyes 50% brand memory business growth in 2024 with AI PC momentum and SEA market entry
Taiwan's memory module vendor Moment Semiconductor expects shipments for consumer devices to improve in the second half of 2024, driven by new applications like AI PCs.
Tuesday 16 July 2024
Server HBM, DDR5 demand to stay high until 2025, says distributor Supreme Electronics
Demand for High-Bandwidth Memory (HBM) and DDR5 RAM for servers has steadily risen as Cloud Service Providers (CSP) in North America continue building data centers, with IC distributor...
Tuesday 16 July 2024
Smartphone replacement, automotive applications to boost CIS demand in 2H24
Anticipating a wave of smartphone replacements and growing demand for automotive applications, Taiwan-based backend houses are optimistic about the CMOS image sensor (CIS) sector...
Monday 15 July 2024
AI PCs see positive market feedback, vendors may stock up for year-end sales
As the traditional year-end peak season approaches, opinions are divided concerning the actual demand for AI PCs. Optimists anticipate a wave of device upgrades in the second half...
Monday 15 July 2024
Crypto Quantique partners with silicon IP distributors across Asia to deliver quantum-driven chip security
Crypto Quantique, a provider of quantum-driven security for the Internet of Things (IoT), has announced three new partnerships with intellectual property (IP) distributors in the...
Monday 15 July 2024
Memory module firm AGI expects significant growth in 2024
Agile Gear International (AGI), a Taiwan-based memory module company founded in 2018, expects a significant surge in sales this year.
Monday 15 July 2024
China, US gaining ground in global IC substrate industry
Driven by emerging applications such as electric vehicles (EV), AI, and high-performance computing (HPC), IC substrates have attracted significant attention in the semiconductor industry...
Monday 15 July 2024
AI's surge fuels hardware demand; spotlight shines on AI smartphones
As AI continues to advance, the appetite for related hardware products remains insatiable. Recently, alongside AI servers and AI PCs, the market has been abuzz with discussions about...
Friday 12 July 2024
Tesla's EV dominance slips as US market diversifies
Tesla's global Electric Vehicle (EV) deliveries have declined for two consecutive quarters, a trend reflected in the US market.
Friday 12 July 2024
IC design houses see order visibility from CE sector strengthen
Order visibility from the consumer electronics sector has increased for Taiwan-based IC design houses, according to industry sources.
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