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NEWS TAGGED DEMAND
Tuesday 13 August 2024
Taiwan display panel makers post mixed July results
Taiwan-based panel makers AU Optronics (AUO) and Innolux both saw revenues fall in July, while HannStar Display and Giantplus Technology reported strong rebounds for the month.
Tuesday 13 August 2024
Industrial memory demand picking up
The third quarter of 2024 has seen a steady increase in the demand for industrial memory, thanks to rising DRAM contract prices and end-market inventory correction coming to an end,...
Monday 12 August 2024
Himax beats 2Q24 expectations with strong automotive DDI growth, faces 3Q headwinds amid Chinese market slump
Taiwanese display driver IC (DDI) leader Himax Technologies reported a robust second quarter, driven by strong demand for automotive DDI. However, the company is adopting a cautious...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
Monday 12 August 2024
Advanced AI solutions urgent to tackle language barriers amid rapid TSMC expansion
Taiwan's tech giants, such as TSMC, are expanding globally to mitigate risks from the US-China trade war and geopolitical tensions, facing challenges from regional language and cultural...
Monday 12 August 2024
AI servers boost Inventec, Wistron July sales
Robust AI server demand boosted sales performance for ODMs including Inventec and Wistron in July 2024.
Monday 12 August 2024
India roundup: Indian opto-semiconductor maker acquires US-based IC equipment company
India-based Polymatech acquired a US-based IC equipment supplier to build an integrated chipmaking business. Tata has begun building its first IC backend facility in Assam.
Friday 9 August 2024
TSMC shatters records with July surge fueled by Apple, Intel, and Nvidia orders
TSMC demonstrated strong growth momentum in July 2024 amidst the slow recovery of the semiconductor market.
Friday 9 August 2024
Consumer electronics peak season boosts AmTRAN's 3Q performance outlook
Driven by higher consumer electronics demand and foreign exchange gains, AmTRAN achieved profitability for the fourth quarter. The company anticipates continued growth due to rising...
Friday 9 August 2024
Chang Wah Electromaterials appoints new CEO as subsidiary CWTC announces major US$100M expansion in Malaysia
Chang Wah Electromaterials Inc. (CWE), a leading semiconductor materials and distribution company based in Taiwan, recently held a board meeting where the promotion of General Manager...
Friday 9 August 2024
TSMC posts over 20% revenue surge in July
TSMC has reported revenue of NT$256.95 billion (US$7.94 billion) for July 2024, up 23.6% sequentially and 44.7% year over year.
Friday 9 August 2024
Taiwan-based PCB industry navigates sustainability demands amid SEA expansion
Approaching the final quarter of 2024, major PCB and IC substrate manufacturers are expanding operations in Southeast Asia to reduce dependence on Chinese production. Needless to...
Friday 9 August 2024
Five key takeaways from Infineon 8-inch SiC fab opening event
Infineon has built a new plant in Kulim Hi-Tech Park, Malaysia, dedicated to generating 8-inch silicon carbide (SiC) wafers. Here are five major takeaways from the new facility's...
Friday 9 August 2024
Global notebook shipments to experience only minor quarterly growth in 3Q24 and 4Q24, says DIGITIMES Research
With transportation costs rising, notebook brand vendors and channels had suppliers advance shipments ahead of schedule to meet growing demand in the second quarter of 2024, with...
Friday 9 August 2024
Kioxia posts record FY1Q24 revenue with strengthening profits
NAND flash memory vendor Kioxia has reported a record revenue of JPY428.5 billion (US$2.91 billion) for the fiscal first quarter of 2024, with operating profits surging over 100%...
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