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Thursday 9 May 2024
Major CSPs account for nearly 70% market share as AI demand drives cloud computing growth
With the release of Amazon's latest earnings report, the revenue performances of the top three North American cloud computing service providers (CSPs) for the first quarter of 2024...
Thursday 9 May 2024
Taiwan system assemblers pursue profit growth amid unclear iPad demand
Taiwan-based system device assemblers are seeking profit growth by expanding output and component integration, as the tablet market sees limited momentum and demand for Apple's latest...
Thursday 9 May 2024
TSMC may soon see 3nm capacity supply fall short of demand
TSMC has already seen utilization rates for its 3nm family climb to more than 95%, and with strong demand from customers, including Apple, for its N3E process, capacity supply at...
Wednesday 8 May 2024
AI server demand fuels DRAM titans battle over HBM
The surging of AI servers has skyrocketed the demand for High-Bandwidth Memory (HBM).
Wednesday 8 May 2024
Murata sees smartphone components recovery in 2024
MLCC manufacturer Murata Manufacturing Co., Ltd. stated that demand for components in smartphones is recovering, and there is also expected growth in demand related to automotive...
Wednesday 8 May 2024
GlobalWafers bullish about HBM memory demand
AI is fueling demand for HBM memory, and silicon wafer company GlobalWafers is gearing up for the demand surge with additional production capacity, according to company chairperson...
Wednesday 8 May 2024
DDI firm Novatek expects TV demand to sustain 2Q24 growth
Display Driver IC (DDI) specialist Novatek Microelectronics has observed TV customers aggressively prepare for replacement demand ahead of impending sporting events this year, anticipating...
Tuesday 7 May 2024
GaAs foundry AWSC enjoys strong demand for flagship smartphones
Gallium Arsenide (GaAs) foundry Advanced Wireless Semiconductor Company (AWSC) has seen a surge in orders for flagship smartphone chips from manufacturers such as Qualcomm, boosting...
Tuesday 7 May 2024
WinWay expects strong AI and HPC chip demand to drive growth in 2024
IC test interface specialist WinWay Technology is optimistic about its sales prospects for 2024, citing strong demand for AI and HPC chips.
Tuesday 7 May 2024
TV panel prices may begin to fluctuate
TV panel prices may come under pressure in May, with LCD makers likely to lower fab utilization rates, according to industry sources.
Tuesday 7 May 2024
MediaTek to embrace growth with strong demand for flagship SoCs
Strong demand for its flagship Dimensity smartphone SoC series is likely to give MediaTek promising development prospects, according to supply chain sources.
Tuesday 7 May 2024
DRAM and NAND flash prices unlikely to fall over next 2 quarters, says Team Group exec
DRAM and NAND flash prices are unlikely to trend downward in the next two quarters, according to Gerry Chen, president of memory module company Team Group.
Monday 6 May 2024
Nvidia GPU shortage relief: AI server supply chain see shipments accelerate
The shortage of Nvidia GPU supply is easing, allowing players in the server supply chain, such as cooling solutions provider Sunon, to ramp up shipments starting in the first quarter...
Monday 6 May 2024
AMD optimistic about AI-related performance; gaming business unlikely to improve in short term
In the first quarter of 2024, AMD's data center and client revenue experienced year-on-year growth rates of over 80%. The company is optimistic that AI will fuel these two businesses...
Monday 6 May 2024
China-based semiconductor equipment suppliers continue to see explosive growth
Amid the indigenization efforts, China-based semiconductor equipment makers continued to witness explosive growth over the past year, as most companies reported double-digit growth...
Research Report Database
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