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NEWS TAGGED DEMAND
Tuesday 20 August 2024
Chipmakers hike DDR5 prices
In response to robust demand for servers that has resulted in capacity constraints, major DRAM manufacturers have significantly increased the prices of DDR5 memory in the third quarter,...
Tuesday 20 August 2024
TSMC places SHR orders with fab toolmakers
TSMC has received an influx of orders for CoWoS and other chipmaking equipment, the majority of which require super hot runs (SHR), according to industry sources.
Monday 19 August 2024
AI server demand remains strong despite rumored Blackwell supply uncertainties, says Wiwynn
Amid recent rumors about uncertainties in Nvidia's Blackwell supply, Wiwynn expects growth momentum to remain intact, primarily driven by ASIC chip servers.
Monday 19 August 2024
Taiwanese chip industry shifts focus to manufacturing amid AI boom and cyclical downturn
According to the latest data from the Taiwan Semiconductor Industry Association (TSIA), Taiwan's semiconductor industry is gradually recovering from the downturn it faced in 2023...
Monday 19 August 2024
Supply chain players navigate cautious optimism amid AI server boom
Despite progress in inventory clearance and the boost from artificial intelligence (AI) applications, supply chain players remain cautious about the peak season benefits for consumer...
Monday 19 August 2024
Inergy sees robust demand for high-end cooling
Inergy Technology has entered the cooling fan IC market in response to the rising demand for high-end cooling solutions.
Friday 16 August 2024
Struggling in the EV era: traditional Tier 1 suppliers face restructuring amid global challenges
Due to weaker-than-expected demand for electric vehicles (EVs), many traditional Tier 1 suppliers in Europe and the US have undergone significant restructuring in recent years.
Friday 16 August 2024
Component suppliers see promise in 2H24 amid launch of new models and AI demand
The second half of the year is traditionally the peak season for the launch of flagship smartphones, which is expected to boost demand for key components such as PCBs (Printed Circuit...
Friday 16 August 2024
DDI market calm, but handset DDIs thrive
The third quarter of 2024 has seen a lackluster market for display driver IC (DDI). However, handset DDI demand is expected to be strong thanks to replenishment demand.
Friday 16 August 2024
Global smartphone shipments from Chinese brands to rise in 3Q24 and 4Q24, says DIGITIMES Research
Owning to overseas markets entering the traditional strong season and Chinese brand vendors launching new promotions for Singles' Day in November for the domestic market, their combined...
Friday 16 August 2024
India sees 7% smartphone shipment growth in 1H24
India's smartphone market experienced a 7.2% shipment growth during the first half of 2024. However, as premiumization continues, consumer demand is expected to remain constrained.
Friday 16 August 2024
Topco Scientific continues to promote advanced packaging materials
Semiconductor materials supplier Topco Scientific is keenly promoting the use of new materials for CoWoS and other advanced packaging technologies, confident in its operations and...
Friday 16 August 2024
Applied Materials upbeat despite Intel's capex cuts; expects strong Chinese demand for packaging and testing despite lower sales contribution
On August 15, Applied Materials held an earnings call, noting that Intel's planned reduction in capital expenditures is expected to have minimal impact on the company. Applied Materials...
Friday 16 August 2024
Xintec optimistic about demand for handsets in 3Q24, increases annual capex
Packaging firm Xintec Technology is optimistic about upcoming demand for 3D sensing components packaging and 12-inch wafer testing in the third quarter, the traditional peak season...
Friday 16 August 2024
Applied Materials sees robust growth across all segments driven by AI, optimistic about AI-driven demands for advanced semiconductors
Applied Materials reported growth across all segments, driven by AI-fueled demand and advancements in semiconductors, including gate-all-around (GAA), high-bandwidth memory, and advanced...