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Friday 16 August 2024
Xintec optimistic about demand for handsets in 3Q24, increases annual capex
Packaging firm Xintec Technology is optimistic about upcoming demand for 3D sensing components packaging and 12-inch wafer testing in the third quarter, the traditional peak season...
Friday 16 August 2024
Applied Materials sees robust growth across all segments driven by AI, optimistic about AI-driven demands for advanced semiconductors
Applied Materials reported growth across all segments, driven by AI-fueled demand and advancements in semiconductors, including gate-all-around (GAA), high-bandwidth memory, and advanced...
Friday 16 August 2024
Taiwan ODMs cautiously optimistic about 2H24
Taiwan-based ODMs are cautiously optimistic about consumer electronics product demand in the second half of this year, according to industry sources. While it is unlikely that notebook,...
Friday 16 August 2024
TSMC to see CoWoS production capacity reach 60,000 wafers in 2025
The just acquired 5.5G panel fab would enable TSMC to boost its overall production capacity for CoWoS packaging to 60,000 wafers per month in 2025, with a projected increase to 70,000-80,000...
Thursday 15 August 2024
Taiwan's EV market soars, but charging infrastructure lags far
Taiwan's electric vehicle (EV) market is poised for sustained robust growth over the next five years.
Thursday 15 August 2024
Phison sees enterprise SSD sales boost
Phison Electronics saw enterprise SSD sales expand as a proportion of overall revenue to 14% in the second quarter of 2024 from 5% in the previous quarter.
Thursday 15 August 2024
Cloud GPU growth to stabilize in 2025 after rapid increase
Cloud GPUs have seen massive growth under the current AI boom, with the annual growth rate of high-end cloud GPUs in 2024 to reach 217% if both supply and demand hold steady, says...
Thursday 15 August 2024
Notebook replacement unlikely until 2025
According to sources in the notebook industry, customer orders have not experienced a significant increase, suggesting a potentially sluggish second half of this year. Nevertheless,...
Thursday 15 August 2024
DIGITIMES Research forecasts exponential AI chip market growth in special report
DIGITIMES Research released a special report on AI chips on August 14, highlighting the rapid development of the semiconductor market driven by generative AI.
Thursday 15 August 2024
Foxconn confirms timely delivery of Nvidia's GB200 AI servers
Amid recent rumors stating Nvidia's GB200 is facing shipment delays, Foxconn, as a primary supplier, clarified that the development of GB200 is on track and that the company will...
Thursday 15 August 2024
Foxconn reports strong 2Q24 growth driven by AI demand
Driven by strong AI demand, Foxconn reported its financial results for the second quarter of 2024, highlighting growth in both revenue and profit compared to the first quarter and...
Thursday 15 August 2024
Nvidia Blackwell GPU delay is manageable, say sources
For the supply chain, a brief delay in volume production for Nvidia's complex Blackwell GPU architecture is understandable and manageable, according to industry sources.
Wednesday 14 August 2024
PMIC firm GMT expects modest growth in 2H24
Global Mixed-Mode Technology (GMT), a supplier of power management IC (PMIC), anticipates modest growth in the latter half of 2024. AI PCs have not yet stimulated the overall demand...
Wednesday 14 August 2024
Chinese firms dominate as global EV battery market faces headwinds
Global demand for new energy vehicles (NEVs), including battery electric vehicles (BEVs), plug-in hybrids (PHEVs), and hybrids, experienced significant volatility in the first half...
Wednesday 14 August 2024
TSMC approves US$29.6 billion capex for capacity expansions, tech upgrades
TSMC's board of directors has approved a significant capital budget of US$29.615 billion aimed at enhancing the company's advanced process capacities and upgrading packaging technology...
Research Report Database
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