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NEWS TAGGED DEMAND
Friday 9 August 2024
SMIC reports improved consumer electronics demand; geopolitical tensions boost performance
SMIC held an earnings call on August 9, saying that demand for consumer electronics was improving, and smartphone makers were building their inventories. Its customers placed orders...
Friday 9 August 2024
Adata optimistic about 2H24 prospects
Memory module house Adata Technology has expressed optimism about its operations in the second half of this year, citing bullish contract prices for memory chips.
Friday 9 August 2024
Dynamic sees promising prospects for HDI PCB in 2H24
PCB firm Dynamic Holding anticipates modest demand growth in the third quarter of 2024, with promising demand prospects for high-density interconnect (HDI) boards.
Friday 9 August 2024
IC distributor Alltek puts growing focus on high-margin products
The slow recovery in China's economy means that performance varies across different market segments, says Hung-chang Hsieh, general manager of IC distributor Alltek Technology.
Friday 9 August 2024
Heat spreader manufacturer Jentech unfazed by Blackwell delay
With AI server demand remaining strong, heat spreader makers see little impact from the delayed Blackwell release.
Thursday 8 August 2024
Advanced packaging market sees rapid growth fueled by AI and global expansion
As AI applications proliferate, global tech giants are ramping up investments in data centers worldwide. While traditional hubs like the US, Europe, Japan, and China remain pivotal,...
Thursday 8 August 2024
Chinese EV oversupply may ease as US and EU express concerns
The US and EU have started addressing the influx of Chinese electric vehicles (EVs) entering global markets. The issue of oversupply may ease as investments by Chinese automakers...
Thursday 8 August 2024
Issues with Blackwell have yet to deter big tech from investing in Nvidia AI chips
Nvidia has encountered engineering obstacles in developing two next-gen advanced chips, slowing down the product release pace that would expand its leading position in the AI computing...
Thursday 8 August 2024
Infineon capable of handling short-term SiC market volatility, says company exec
Infineon has a solid basis in SiC production technology capabilities and intends to mitigate potential market oversupply and other market headwinds by capitalizing on its superior...
Thursday 8 August 2024
IPC firms eye lucrative niche as military and aerospace markets expand
As geopolitical tensions brew and regional conflicts persist, global defense budgets are surging, fueling demand in the military and aerospace sectors. Taiwan's...
Thursday 8 August 2024
Taiwan-based Chicony sees increased profitability despite sales decline
Taiwan-based Chicony Electronics has demonstrated improved profitability driven by a rebound in commercial sector demand. The company's second-quarter results revealed a robust performance...
Thursday 8 August 2024
Parade sees USB 4 Retimer adoption rise with AI PC growth in 2025
High-speed transmission chip maker Parade Technologies expects AI PCs to drive demand during the year-end peak season in the fourth quarter, in addition to order pull-in momentum...
Wednesday 7 August 2024
GF sees unfavorable 3Q24 due to sluggish chip market recovery
GlobalFoundries (GF) has released its second quarter 2024 financial report, which exceeded market expectations. Nevertheless, GF suggested that the recovery of semiconductor demand...
Wednesday 7 August 2024
TSMC demand and Kumamoto lab boost MA-tek's July 2024 revenue to record high
Driven by increasing AI demand and significant growth in its Japan-based laboratory operations, semiconductor inspection giant MA-tek reported record-breaking monthly revenue of NTD...
Wednesday 7 August 2024
AI smartphones drive market growth as lower-end segment stalls
AI smartphones have gained popularity among consumers, becoming a major driving force behind the overall mobile phone shipments in 2024. However, persistently stagnant demand for...
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