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Tuesday 9 July 2024
Arm focusing on four major AI applications, but competition from in-house developed ICs rising, says DIGITIMES Research
In the keynote speech at Computex 2024, Arm revealed its focus on four major AI application areas: mobile phones, PCs, automobiles, and the cloud.
Tuesday 9 July 2024
LED industry recovers in 1H24 with quarterly growth
Despite the slow market recovery, the LED industry is gradually recovering in 2024.
Tuesday 9 July 2024
DRAM spot prices show promise, signs of stability
DRAM spot prices have stabilized, confirming the optimistic outlook for contract market pricing in the third quarter, according to sources at memory module makers. The previous variations...
Tuesday 9 July 2024
Foxconn steps up new factory development in India, Vietnam, and Mexico
As a global leader in ICT manufacturing, Hon Hai (Foxconn) has become a bellwether of relocation trends in the manufacturing industry, as its customers increasingly demand "China+1"...
Tuesday 9 July 2024
Passive component demand picking up, thanks to market recovery and AI
AI has been a driving force for Taiwan-based companies in relevant supply chains, boosting their profiles on the global stage.
Tuesday 9 July 2024
AI, automotive electronics drive inspection demand
Product testing and certification labs are upbeat about demand from the AI and automotive segments, with one of the service providers, BTL, having already seen June sales climb back...
Tuesday 9 July 2024
AI PCs receive excellent feedback from retailers, says Acer
Acer has received positive feedback from channel retailers for its AI PCs and expects its core operations in the second half of the year to outperform the first half. On July 8, the...
Monday 8 July 2024
UMC reports mixed financial results amid market challenges
Pure-play foundry United Microelectronics (UMC) has reported a revenue of NT$17.55 billion (US$541.1 million) for June 2024, marking a 10.5% sequential decline and a 7.9% decrease...
Monday 8 July 2024
Taiwan OSATs poised to rebound on robust AI, HPC chip demand
Taiwan's major outsourced semiconductor assembly and test (OSAT) service providers, including ASE Group, Powertech Technology, King Yuan Electronics (KYEC), and Sigurd Microelectronics,...
Monday 8 July 2024
Taiwanese PA chip makers see strong demand from China and US
As the smartphone industry enters its peak shipment season in the second half of 2024, major brands are launching new devices. Taiwan's power amplifier (PA) chip supply chains, including...
Monday 8 July 2024
Japan revises upward semiconductor equipment sales forecast
The Semiconductor Equipment Association of Japan (SEAJ) has revised its forecast for fiscal 2024 (April 2024 to March 2025) sales of semiconductor equipment produced by Japan-based...
Monday 8 July 2024
Upcoming TSMC earnings: AI demand, pricing hikes to draw attention
TSMC's quarterly investors conference is scheduled for July 18, with market attention focused on topics such as AI chip demand, the foundry's expected price increase, and capital...
Monday 8 July 2024
Huawei follows Nvidia's model to develop AI supply chain in China
Since being blacklisted by the US Department of Commerce in 2019, Huawei has not given up efforts to break out of US export control restrictions. A Chinese technology tycoon observed...
Monday 8 July 2024
Mixed 618 results in China cloud forecast for Taiwan IC design houses
The recent 618 sales event saw mixed results across different product categories. While smartphones and displays experienced growth, sales of PCs and TVs did not meet expectations.
Monday 8 July 2024
Wi-Fi 7 expected to take flight in late 2024, Taiwan IC design houses gear up
The Wi-Fi 7 market is expected to take off in the second half of 2024, driven by strong demand from mobile and PC applications. Taiwan-based IC design houses are well-positioned to...