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Wednesday 10 July 2024
Smart grids boost power semiconductor demand
The transformation of smart grids has boosted demand for power semiconductors, nurturing Chinese and Taiwanese suppliers to accelerate R&D of relevant product lines such as thyristors,...
Wednesday 10 July 2024
Surging TSMC 2nm demand to spark chip investment race in 2025
According to Bloomberg citing UBS forecasts, Taiwan Semiconductor Manufacturing Company (TSMC) could spend up to US$37 billion in capex in 2025, marking a 15.6%...
Wednesday 10 July 2024
Battery maker SK On strives to stem losses
The prospect of South Korean battery maker SK On returning to profitability anytime soon looks dim, judging from the uncertainty in the market, according to industry sources.
Wednesday 10 July 2024
Unimicron to expand high-end IC substrate market share
Unimicron Technology aims to expand its share of the high-end IC substrate market and surpass Japanese competitors by 2025, according to T. J. Tseng, chairman of the Taiwan-based...
Wednesday 10 July 2024
TSMC, ASE offer sustainable supply chain carbon reduction solutions
Senior executives from key manufacturers, including ASE Technology Holding and Taiwan Semiconductor Manufacturing Company (TSMC), gathered at a summit forum on July 9 to discuss their...
Wednesday 10 July 2024
AI server surge boosts June revenue at Foxconn, others
With demand for AI-related hardware remaining strong, companies in the supply chain have been posting strong results for the traditional off-peak season. In particular, key players...
Tuesday 9 July 2024
Arm focusing on four major AI applications, but competition from in-house developed ICs rising, says DIGITIMES Research
In the keynote speech at Computex 2024, Arm revealed its focus on four major AI application areas: mobile phones, PCs, automobiles, and the cloud.
Tuesday 9 July 2024
LED industry recovers in 1H24 with quarterly growth
Despite the slow market recovery, the LED industry is gradually recovering in 2024.
Tuesday 9 July 2024
DRAM spot prices show promise, signs of stability
DRAM spot prices have stabilized, confirming the optimistic outlook for contract market pricing in the third quarter, according to sources at memory module makers. The previous variations...
Tuesday 9 July 2024
Foxconn steps up new factory development in India, Vietnam, and Mexico
As a global leader in ICT manufacturing, Hon Hai (Foxconn) has become a bellwether of relocation trends in the manufacturing industry, as its customers increasingly demand "China+1"...
Tuesday 9 July 2024
Passive component demand picking up, thanks to market recovery and AI
AI has been a driving force for Taiwan-based companies in relevant supply chains, boosting their profiles on the global stage.
Tuesday 9 July 2024
AI, automotive electronics drive inspection demand
Product testing and certification labs are upbeat about demand from the AI and automotive segments, with one of the service providers, BTL, having already seen June sales climb back...
Tuesday 9 July 2024
AI PCs receive excellent feedback from retailers, says Acer
Acer has received positive feedback from channel retailers for its AI PCs and expects its core operations in the second half of the year to outperform the first half. On July 8, the...
Monday 8 July 2024
UMC reports mixed financial results amid market challenges
Pure-play foundry United Microelectronics (UMC) has reported a revenue of NT$17.55 billion (US$541.1 million) for June 2024, marking a 10.5% sequential decline and a 7.9% decrease...
Monday 8 July 2024
Taiwan OSATs poised to rebound on robust AI, HPC chip demand
Taiwan's major outsourced semiconductor assembly and test (OSAT) service providers, including ASE Group, Powertech Technology, King Yuan Electronics (KYEC), and Sigurd Microelectronics,...
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