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NEWS TAGGED DEMAND
Thursday 26 October 2023
Memory chipmakers eyeing demand arising from generative AI
Memory chip manufacturers are preparing to beef up their offerings to meet rising demand triggered by generative AI being integrated into PCs and other terminal devices, according...
Wednesday 25 October 2023
WinWay Technology takes the lead in CPO, silicon photonics advanced packaging
High-speed data transmission has come into the spotlight along with cloud-based AI accelerator chips as one of the most vital capabilities in the electronics industry, and silicon...
Wednesday 25 October 2023
AI to boost terminal device replacement
AI will drive demand for PC, handset, and other terminal device replacements, according to sources at chipmakers.
Wednesday 25 October 2023
For LCY, modest expectations for PCB market in 2024
At the October 24 earnings call for PCB upstream copper foil supplier LCY Technology, an affiliate of the LCY Group, vice president Li Yu-min pointed to a cautious outlook for the...
Wednesday 25 October 2023
Tech industry layoffs continue
Uncertain demand recovery, along with the escalating trade dispute between China and the US, has resulted in a deluge of layoffs that shows no signs of letting up, according to industry...
Tuesday 24 October 2023
Specialty IC foundry VIS reportedly to set up 12-inch fab in Singapore
Vanguard International Manufacturing (VIS), which runs only 8-inch wafer fabs, reportedly plans to set up a 12-inch fab in Singapore for fulfilling mainly automotive related IC ord...
Tuesday 24 October 2023
New Chinese EV policies expected to boost local demand for next several years, says DIGITIMES Research
The Chinese government announced two critical electric vehicle (EV) industry policies in June 2023. One is a tax exemption and reduction package for EV purchases nationwide, and the...
Tuesday 24 October 2023
Equipment supplier C Sun upbeat about advanced packaging demand
Robust demand for CoWoS and other advanced packaging will positively contribute to C Sun Manufacturing's sales operations in the second half of this year, according to the semiconductor...
Tuesday 24 October 2023
Demand for high-end handsets recovers, benefiting Largan and GSEO
Largan Precision Chairperson Lin En-Ping announced in the 2023 third-quarter earnings call that "demand for high-end [handset] models is better than expected," revealing that its...
Tuesday 24 October 2023
Backend firms expect operations to improve by end of 2023
OSATs expect their operations to improve overall by the end of this year, following encouraging developments further upstream at the foundry sector and recent increases in demand...
Monday 23 October 2023
Realtek cautious about 4Q23 prospects
Realtek Semiconductor remains cautious about its sales prospects for the fourth quarter of 2023, as unfavorable macro conditions continue to weigh on end-market demand, according...
Friday 20 October 2023
Liquid cooling sees increased demand from servers; Europe has higher demand than US
AI server solutions provider AMAX has seen demand for liquid cooling among server customers continue to increase, especially for cold plate cooling solutions, while that for immersion...
Friday 20 October 2023
Chipmakers continue digesting inventory
Fabless chipmakers continue to reduce inventories in the fourth quarter of 2023, as they remain concerned about the visibility of mobile phone and PC demand, according to industry...
Thursday 19 October 2023
TSMC sees CAPEX growth leveling off amid slow demand recovery and higher costs
The world's leading wafer foundry company TSMC announced its earnings report for Q3 of 2023. When answering analysts' questions about the progress of capital expenditure (CAPEX) and...
Thursday 19 October 2023
Walsin continues to see demand for automotive, communication passive components grow
Automotive applications are expected to drive major passive components makers' growth in 2023. Taiwan-based Walsin Technology estimated that the number of global EV charging stations...
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