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Thursday 19 September 2024
IC materials distributors upbeat about AI momentum in 2025
As artificial intelligence (AI) injects fresh momentum into the semiconductor supply chain, semiconductor materials distributors such as Topco Scientific, Wahlee Industrial, Chang...
Wednesday 18 September 2024
Qualcomm comes up short in AI PC debut, casting doubt on MediaTek market entry
Notebook supply chain sources reveal that Qualcomm's June launch of the Copilot+ PC has fallen short of expectations, with disappointing reviews and market feedback. Adding to this,...
Wednesday 18 September 2024
Inventory dumping threatens DDR4 memory market
DRAM contract prices are expected to increase quarterly throughout 2024. However, inventory dumping has put pressure on DDR4 due to low demand for PC and mobile phone applications,...
Monday 16 September 2024
Electronic component distributors expect revenue peak in 3Q24
As the electronics market enters the traditional peak season, increased demand for electronics has led to revenue growth for component distributors. With sustained demand in the server...
Monday 16 September 2024
European EV market diverges as luxuries soar and mass market slows
Sales trends for electric vehicle (xEV) models in Europe are diverging, with Germany, the region's largest market, seeing non-plug-in hybrids pull ahead of battery electric vehicles...
Monday 16 September 2024
Nvidia highlights intense demand and pressure amid AI boom
As Nvidia emerged as the preferred partner for startups and tech giants aiming to develop generative AI products, CEO Jensen Huang noted that the world is entering an era of accelerated...
Monday 16 September 2024
Red Sea crisis winds down as freight rates drop
The Taiwan Stock Exchange has released the August 2024 revenue figures for all listed companies, with the shipping industry leading the pack, posting a 58.6% growth thanks to surging...
Monday 16 September 2024
Malaysia emerges as key hub for passive component manufacturing amid geopolitical shifts
AI is propelling industries into a new era, with even passive component supply chains reaping the benefits.
Monday 16 September 2024
Commentary: Implications of Panram's large layoff
Panram International, a memory module contract manufacturer, has announced the layoff of approximately half its employees. The primary cause is the cancellation of OEM orders from...
Friday 13 September 2024
AI and innovation propel Taiwan's drone market
As Taiwan's drone industry garners increasing attention, the country is set to host its first dedicated drone exhibit at the "AIoT Taiwan" event. Industry insiders report that 24...
Friday 13 September 2024
Niching targets revenue boost from AI server cooling, substrates, and driver ICs
Niching Industrial, a Taiwan-based semiconductor materials and components distributor, has experienced a significant resurgence in orders for its three primary product lines –...
Friday 13 September 2024
Apple's cautious AI rollout: supply chain anticipates iPhone 16 3Q24 sales impact
Apple unveiled its AI feature, Apple Intelligence, at its product launch event on September 10, announcing a US rollout in October. However, support for languages such as Chinese,...
Friday 13 September 2024
Momentum for mass NB growth limited by AI PC surrogate marketing
Sunrex, a major notebook (NB) keyboard manufacturer and one of Apple's main Magic Keyboard suppliers, has been actively developing products such as touch modules and backlight modules...
Friday 13 September 2024
OSE sees EMS sales boost, with potential Kingston order increase
Orient Semiconductor Electronics (OSE), a provider of backend and electronics manufacturing services (EMS), is experiencing strong demand for AI servers and is expected to receive...
Friday 13 September 2024
MiTAC expands server production capacity to meet US data center demand
MiTAC Computing Technology (MCT), a subsidiary of MiTAC Holdings, has been actively expanding production capacity to meet the demands of US-based data center clients. After leasing...
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