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Tuesday 1 October 2024
Global 300mm fab equipment spending to hit US$400 billion from 2025 to 2027, says SEMI
Global spending on 300mm fab equipment is expected to reach a record US$400 billion from 2025 to 2027, according to SEMI. The robust spending is being driven by the regionalization...
Tuesday 1 October 2024
Peripheral chips to experience fast growth in 2025 due to AI server demand
Business opportunities for peripheral chips can only advance further when AI servers become more popularized. The industry believes that the first wave of growth may occur in 2025.
Tuesday 1 October 2024
Memory contract price rally to slow in 4Q24
Memory contract prices are expected to continue their rally in the fourth quarter of 2024, albeit at a slower pace, according to market sources.
Tuesday 1 October 2024
Starlux Airlines targets Asia-Pacific hub status as AI boom fuels cargo surge, eyes 2024 October IPO
Starlux Airlines is poised to capitalize on strong global demand in passenger and cargo markets, projecting growth through 2025. The airline, which has been operating for six years,...
Tuesday 1 October 2024
Micron sees explosive AI PC growth, customers stockpile memory inventories
Micron CEO Sanjay Mehrotra recently shared insights into the AI-powered PC market from a memory provider's perspective during the company's latest earnings call. He highlighted the...
Tuesday 1 October 2024
MCU firms cautious about 4Q24 prospects
Taiwan-based MCU firms generally remain cautious about their sales prospects for the fourth quarter of 2024, primarily due to the slow recovery in demand in China, according to industry...
Tuesday 1 October 2024
China enacts subsidies to stimulate TV demand
The subsidy program implemented by the Chinese government to encourage domestic consumers to replace old TVs with new ones is anticipated to stimulate overall TV demand in the fourth...
Tuesday 1 October 2024
Soft launch of Energy Taiwan 2024 highlights solar and energy storage supply chain
The 2024 Energy Taiwan and Net-Zero Taiwan Exhibitions are kicking off on October 2. A pre-event press conference was held on September 30, featuring companies such as TSEC, Formosa...
Tuesday 1 October 2024
Foxconn to continue growth in 4Q24, buoyed by iPhones, AI servers
Hon Hai Technology Group (Foxconn) expects positive growth in the fourth quarter of 2024, with momentum coming primarily from Apple's iPhone 16 and strong demand for AI servers.
Tuesday 1 October 2024
Taiwan automotive suppliers maintain optimism for 4Q24
With stable sales of gasoline and hybrid vehicles throughout the year, the impact of slowing electric vehicle growth has been mitigated. Most automotive component suppliers maintain...
Tuesday 1 October 2024
Strong AI chip demand to boost TSMC market share
TSMC is expected to see its global market share top 70% by 2026, thanks to strong AI chip demand, according to industry sources.
Monday 30 September 2024
South Korea's chip stockpiles shrink at fastest pace since 2009
South Korea's semiconductor stockpiles dwindled at the fastest clip since 2009 last month in a sign of sustained demand for high-performance memory chips used in artificial intelligence...
Monday 30 September 2024
Luxury car market growth is symbolic of Taiwan's economic boom
At Maserati's launch event for the GranCabrio Trofeo in Taichung, John Huang, chairman of Modena Motori Taiwan, stated that Taiwan's economic boom in recent years can be seen from...
Monday 30 September 2024
Micron's HBM capacity full until 2025, poised for multi-billion dollar revenue boost
The explosive growth of artificial intelligence (AI) has fueled a surge in demand for data centers, with Micron projecting the high-bandwidth memory (HBM) market to surpass US$25...
Monday 30 September 2024
URE expands solar operations, doubling capacity after DS energy acquisition
United Renewable Energy (URE), a vertically integrated solar firm, has expanded its operations to 350 megawatts (MW) for 2024, doubling its year-over-year growth. This expansion comes...
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