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Thursday 15 August 2024
Nvidia Blackwell GPU delay is manageable, say sources
For the supply chain, a brief delay in volume production for Nvidia's complex Blackwell GPU architecture is understandable and manageable, according to industry sources.
Wednesday 14 August 2024
PMIC firm GMT expects modest growth in 2H24
Global Mixed-Mode Technology (GMT), a supplier of power management IC (PMIC), anticipates modest growth in the latter half of 2024. AI PCs have not yet stimulated the overall demand...
Wednesday 14 August 2024
Chinese firms dominate as global EV battery market faces headwinds
Global demand for new energy vehicles (NEVs), including battery electric vehicles (BEVs), plug-in hybrids (PHEVs), and hybrids, experienced significant volatility in the first half...
Wednesday 14 August 2024
TSMC approves US$29.6 billion capex for capacity expansions, tech upgrades
TSMC's board of directors has approved a significant capital budget of US$29.615 billion aimed at enhancing the company's advanced process capacities and upgrading packaging technology...
Wednesday 14 August 2024
US-based QPO launches energy storage plant with Taiwan-based Yulon backing
US-made energy storage cells have recently begun their first round of price quoting for 2025 demand. In a positive development for US home energy storage manufacturing, QPO Energy...
Wednesday 14 August 2024
SK Hynix invests in M16 DRAM production expansion, expects to increase monthly capacity by 18%
SK Hynix has reportedly begun procuring production equipment for its M16 plant in Icheon, aiming to boost its monthly production capacity from 100,000 to 180,000 units, an increase...
Wednesday 14 August 2024
Japanese wafer majors report falling sales amid slow chip recovery
Shin-Etsu Chemical and Sumco, which account for approximately 50% of the global wafer market, have both reported a decline in demand for the April-June 2024 quarter compared to the...
Wednesday 14 August 2024
Automotive chips experience demand slump
The automotive chip market has been in the doldrums of late, with major European and American IDMs and Taiwanese IC design firms alike anticipating a gloomy forecast for the third...
Tuesday 13 August 2024
Samsung's new ultra-thin LPDDR to disrupt edge AI market
Samsung Electronics has unveiled a groundbreaking 12nm low-power DRAM (LPDDR) with a thickness of just 0.65mm, responding to the rapidly growing on-device AI market. This move comes...
Tuesday 13 August 2024
Quality control guide for electronic component distribution
In the semiconductor industry, maintaining the highest quality control standards is paramount. With the industry evolving and the demand for semiconductors surging, product integrity...
Tuesday 13 August 2024
Robust AI server sales buoy Wistron 2Q24 results
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
Tuesday 13 August 2024
China's foundries surge ahead: SMIC and Hua Hong at full capacity amidst rising domestic demand
China's leading foundries, SMIC and Hua Hong Semiconductor, have seen their newly added 12-inch production capacity fully utilized, absorbing a surge in domestic orders.
Tuesday 13 August 2024
Taiwan's AI server surge fuels global market, drives import boom in 2H24
Before Taiwan opened its notebook (NB) industry to invest in China, Taiwanese-made laptops accounted for 90% of the global market. Today, Taiwan-made AI servers hold a similar market...
Tuesday 13 August 2024
Yageo's July revenue hits new high, driven by AI demand
Yageo, a leading global electronic components manufacturer, announced record-breaking revenue for July 2024, driven by the growing demand for AI-related applications. The company's...
Tuesday 13 August 2024
Flexium anticipates profitable transformation by 2025 amid stable Q3 operations
Flexium, Taiwan's leading flexible printed circuit (FPC) company, held an earnings call on August 12, highlighting its strategic transformation towards high-frequency transmission...
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