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Wednesday 5 June 2024
Lens makers Largan, GSEO to shine in 2H24 as AI smartphones drive demand
Computex 2024 opened on June 4 with "the PC reborn" as one of its main themes, and leading brands pushing for an upgrade drive with new models across the board.
Wednesday 5 June 2024
Memory market duality: Spot prices fall amid sluggish terminal sales, contract prices rise on AI demand
Spot market prices for memory products weakened in May due to subdued end-market demand, while contract market prices remained on an upward trend, driven by robust demand for AI and...
Wednesday 5 June 2024
Quanta seeing supply for AI servers fall short of demand
Quanta Computer has already seen its supply for AI servers fall short of demand, with demand prospects looking encouraging, according to company chairman Barry Lam. Lam has also stated...
Tuesday 4 June 2024
ABF substrate shortage unlikely to resume until 1Q26, says Unimicron
The market for ABF substrates is unlikely to see shortages return until the first quarter of 2026, according to T. J. Tseng, chairman of Unimicron Technology.
Tuesday 4 June 2024
TV panel price increase to halt in June as Chinese manufacturers reduce availability
The recent surge in LCD TV panel prices is nearing its end.
Tuesday 4 June 2024
AI application transformation drives significant increase in storage technology demand, says Wallace Kou, President and CEO of Silicon Motion
The rapid development of AI has had a massive impact on global industries. The emergence of innovative technologies such as generative AI and machine learning has not only enhanced...
Friday 31 May 2024
IC distributor Supreme upbeat about 2Q24
Supreme Electronics, which mostly sells memory chips, is optimistic about its operations in the second quarter of 2024, noting a seasonal increase in demand for handsets and PCs,...
Friday 31 May 2024
InWin eyes AI server boom with advanced cooling tech
Server system supplier InWin is capitalizing on the surging demand for AI servers, driven by the increasing need for efficient GPU cooling.
Thursday 30 May 2024
Strong AI momentum expected to drive passive component demand
As demand for AI servers steadily grows, it directly drives the need for passive components.
Thursday 30 May 2024
IPC industry holds its place as robot market holds great potential
NVIDIA has recently initiated the competition for AI computing demand in the market and raised abundant discussions about humanoid robots at GTC 2024. Businesses in the IPC (Industrial...
Wednesday 29 May 2024
Taiwan PCB makers gear up for AI PC era, replacement demand to emerge in 2H24
With 2024 widely regarded as the inaugural year for the AI PC era, Taiwanese PCB manufacturers are revving up to meet the upcoming replacement demand for AI PCs and notebooks, expected...
Wednesday 29 May 2024
Mobile phone demand stays low, industries respond with three strategies
The global market expects a recovery of positive growth in the mobile phone market in 2024, with an anticipated growth of 2-4% over 2023. However, the overall recovery still appears...
Wednesday 29 May 2024
With AI driving demand for passive components, IC distributors prepare for surge in orders
As AI technology increasingly moves from the cloud to edge devices, the use of passive components—in particular Multilayer Ceramic Capacitors (MLCC)—will rise exponentially...
Wednesday 29 May 2024
Nan Ya PCB expects substantial demand recovery in 2H24
Nan Ya Printed Circuit Board (Nan Ya PCB), one of Taiwan's largest IC substrate suppliers, expects business will pick up in the second half of 2024, after a slow start in the first...
Tuesday 28 May 2024
IC design house Syncomm upbeat about demand for soundbar devices
IC design house Syncomm Technology is optimistic about the resurgence in demand for soundbar device applications and expects to return to profitability in the second quarter of 202...
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