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NEWS TAGGED DEMAND
Monday 15 July 2024
AI's surge fuels hardware demand; spotlight shines on AI smartphones
As AI continues to advance, the appetite for related hardware products remains insatiable. Recently, alongside AI servers and AI PCs, the market has been abuzz with discussions about...
Friday 12 July 2024
Tesla's EV dominance slips as US market diversifies
Tesla's global Electric Vehicle (EV) deliveries have declined for two consecutive quarters, a trend reflected in the US market.
Friday 12 July 2024
IC design houses see order visibility from CE sector strengthen
Order visibility from the consumer electronics sector has increased for Taiwan-based IC design houses, according to industry sources.
Friday 12 July 2024
Shipment pull-ins for foldable smartphones from China strengthen
The strengthening of shipment pull-ins for foldable smartphones from China has buoyed related chip component suppliers' sales performance, according to industry sources.
Friday 12 July 2024
German EV sales surge despite subsidy cuts, raises market optimism
According to statistics from the Federal Motor Transport Authority (Kraftfahrt-Bundesamt, KBA) in Germany, 43,000 new pure electric vehicles were registered in June, achieving a market...
Friday 12 July 2024
China's Infinigence launches groundbreaking AI integration platform harnessing diverse chips and models
Amid China's skyrocketing demand for computing power and a tight supply of AI chips, an industry leader has proposed a solution to leverage the nation's diverse hardware and software...
Friday 12 July 2024
Key takeaways from Largan 2Q24 earnings call
Largan Precision, a leading smartphone lens manufacturer, expressed caution regarding high-end mobile phone demand during its quarterly investor conference on July 11. Despite this,...
Friday 12 July 2024
More Chinese PCB manufacturers set up plants in Thailand
Chinese PCB manufacturers are fueling an investment boom in Southeast Asia, particularly in Thailand, as they adapt to shifting global trade dynamics and seek demand beyond their...
Friday 12 July 2024
Taiwan fab toolmakers grab major orders from TSMC and China
Taiwan-based semiconductor equipment manufacturers are increasingly involved in the supply chains of TSMC and Chinese foundries, according to industry sources. SEMI projects global...
Thursday 11 July 2024
Japan-based semiconductor material suppliers gear up for EUV materials
Fueled by the growing demand for advanced chips that require EUV lithography systems, Japan-based companies are increasing investments and eyeing the supply of materials used in critical...
Thursday 11 July 2024
Traditional Tier-1 suppliers struggle as electrification reshapes auto supply chain
The automotive industry's ongoing transition to electronic systems and electrification is creating a "tug-of-war" between new and established Tier-1 suppliers, known for supplying...
Thursday 11 July 2024
Sovereign AI to boost Nvidia sales in five years
Governments worldwide are investing billions in AI infrastructure, enhancing domestic technology, protecting national security, and creating demand for developers and chipmakers like...
Thursday 11 July 2024
Ams Osram bullish about automotive sensor biz
The automotive business currently accounts for the majority of Ams Osram's revenue and will continue to be the most important growth engine in the future, according to Chen Pinglu,...
Thursday 11 July 2024
GPU gold rush: current landscape of AI business models
As the demand for GPU procurement grows, experts are concerned about whether equivalent-scale application services can be generated.
Thursday 11 July 2024
AI to boost chip component demand, say IC distributors
IC distributors are optimistic about AI-related chip and component demand, predicting a stronger second half of the year than the first. According to industry sources, consumer products,...