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Monday 8 July 2024
Taiwanese PA chip makers see strong demand from China and US
As the smartphone industry enters its peak shipment season in the second half of 2024, major brands are launching new devices. Taiwan's power amplifier (PA) chip supply chains, including...
Monday 8 July 2024
Japan revises upward semiconductor equipment sales forecast
The Semiconductor Equipment Association of Japan (SEAJ) has revised its forecast for fiscal 2024 (April 2024 to March 2025) sales of semiconductor equipment produced by Japan-based...
Monday 8 July 2024
Upcoming TSMC earnings: AI demand, pricing hikes to draw attention
TSMC's quarterly investors conference is scheduled for July 18, with market attention focused on topics such as AI chip demand, the foundry's expected price increase, and capital...
Monday 8 July 2024
Huawei follows Nvidia's model to develop AI supply chain in China
Since being blacklisted by the US Department of Commerce in 2019, Huawei has not given up efforts to break out of US export control restrictions. A Chinese technology tycoon observed...
Monday 8 July 2024
Mixed 618 results in China cloud forecast for Taiwan IC design houses
The recent 618 sales event saw mixed results across different product categories. While smartphones and displays experienced growth, sales of PCs and TVs did not meet expectations.
Monday 8 July 2024
Wi-Fi 7 expected to take flight in late 2024, Taiwan IC design houses gear up
The Wi-Fi 7 market is expected to take off in the second half of 2024, driven by strong demand from mobile and PC applications. Taiwan-based IC design houses are well-positioned to...
Friday 5 July 2024
Foxconn's June revenue skyrockets to record quarterly high on AI server boom
Driven by robust market demand for AI server products, Foxconn's (Hon Hai) revenue for June reached NT$490.725 billion (US$15.91 billion).
Friday 5 July 2024
SK Hynix converts part of M10 production lines to produce HBM products
SK Hynix is reportedly converting part of its production line at its Icheon semiconductor plant in South Korea to manufacture high bandwidth memory (HBM) in response to rapidly increasing...
Friday 5 July 2024
Corporate PPAs key to Asia's renewable energy future
Asia's corporate clean energy market is poised for explosive growth, but significant challenges remain in meeting surging demand. Despite global energy market disruptions, investments...
Friday 5 July 2024
AI applications to drive CCL demand in 2H24
Taiwan-based copper clad laminate (CCL) makers Elite Material, Iteq, and Taiwan Union Technology (TUC) are poised for a robust second half of the year, driven by growing demand for...
Friday 5 July 2024
Carbon credit revolution: Taiwan's new trading platform set to shake up industry in October
The domestic carbon credit trading regulations in Taiwan are set to be implemented on August 15. According to Jian-Zhong Tian, President of Taiwan Carbon Solution Exchange, the domestic...
Friday 5 July 2024
Micron reaffirms full order book for HBM through 2025
A Micron senior executive said the company is expected to see full capacity through 2025 thanks to AI and Micron will keep up good management to ensure supply-demand balance amid...
Friday 5 July 2024
Equipment manufacturers resume discussions on FOPLP with TSMC as the lead
As Apple prepares to launch its first AI smartphone in September, the third quarter is expected to see a surge in stocking demand. This has not only pushed TSMC's market value to...
Friday 5 July 2024
Apple said to increase A18 pull-in due to rising demand for iPhone 16
Apple has reportedly increased production orders for its new A18 processor following the debut of Apple Intelligence at the 2024 Worldwide Developers Conference (WWDC24). This move...
Thursday 4 July 2024
Prices for commodity DRAM and NAND chips stall as demand recovery lags
The prices for general-purpose DRAM and NAND flash chips have remained flat for four consecutive months, suggesting a slower-than-expected pace of demand recovery.
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