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Monday 20 November 2023
TSMC capacity utilization may rebound to 80% in 1H24 on rising demand for advanced processes
TSMC's capacity utilization rate is estimated to pick up slowly through the end of 2023 and rebound to 80% in the first half of 2024, and its US dollar revenue performance this year...
Friday 17 November 2023
ESG and adhesives: Tex Year sees promising demand
Environmental, Social, and Governance (ESG) considerations have become a key focus for corporations. Tex Year Industries Chairperson and CEO Donald Hsiao said that the firm has been...
Wednesday 15 November 2023
The scale of China's solar energy capacity that meets global demand for the next decade?
In 2024, China is poised to achieve a total solar industry capacity of 1,000 GW, a level that can meet global demand for the next decade. Despite Europe and the US grappling with...
Wednesday 15 November 2023
With AI servers in high demand, GPU shortage may only ease up in 2Q24
The demand for AI servers is booming, but the supply of Nvidia GPUs is experiencing a severe shortage. During their respective earnings call on November 10, major server manufacturers...
Wednesday 15 November 2023
IC packaging material distributors see demand pick up
Chang Wah Technology (CWTC), Niching Industrial, Topco Scientific, and Wahlee Industrial, among others, have observed an increase in demand for IC packaging materials and are generally...
Tuesday 14 November 2023
FocalTech upbeat about OLED touchscreen IC demand for handsets
Mobile phone demand is returning, and more Chinese handset manufacturers are incorporating OLED displays into their new models, according to FocalTech Systems. OLED touchscreen ICs...
Tuesday 14 November 2023
Winbond anticipates surge in demand for HBM amid AI server boom
The Taiwan-based semiconductor manufacturer Winbond is gearing up for a significant uptick in the demand for high-bandwidth memory (HBM), driven by the rise of generative AI. Chen...
Tuesday 14 November 2023
Electronics components demand in China remains sluggish
Electronics components suppliers have to be resigned to the fact that there is unlikely to be a dramatic ending to 2023, as even the Double 11 shopping festival sales in China were...
Tuesday 14 November 2023
IC design houses see disappointing end-market demand in China
China's Double 11 online shopping festival has failed to generate end-market demand, with only a few brands like Xiaomi reporting decent sales, indicating that China's consumer market...
Monday 13 November 2023
Smartphone and PC market rebound only transient? IC designers say consumer demand momentum may not fully recover until 2H24
The landscape of the IC design industry presents a mixed picture regarding the recent upturn in the mobile phone and PC markets. While some IC design companies have delivered promising...
Monday 13 November 2023
Hiroca says increasing orders from Chinese carmakers offset Japanese automakers' slowing demand
Japan-based car companies have lost their dominance in China's car market as local competitors rise. Automotive suppliers confirmed that Japanese automakers have reduced their pull-ins...
Friday 10 November 2023
PMIC supplier GMT to see DDR5 demand ramp up in 2024
Taiwanese power management IC (PMIC) supplier Global Mixed-Mode Technology (GMT) expects demand for DDR5 memory to ramp up as early as 2024.
Thursday 9 November 2023
End-market demand recovering slowly, says Career Tech
End-market demand is slowly returning, with a reversal unlikely until the second half of 2024, according to flexible PCB (FPCB) specialist Career Technology.
Wednesday 8 November 2023
LGES says slow EV battery demand offers opportunity to review its business
Global EV demand deceleration will likely affect the sales of battery companies. South Korean battery industry sees the decline as an opportunity to review and restructure their businesses...
Tuesday 7 November 2023
The AI effect: Supply, demand, and continued adoption
One aspect of the electronic supply chain that is unchanging is the effect emerging technologies have on the ebb and flow of the market. As technologies cycle in and evolve, they...
TPCA
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