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NEWS TAGGED DEMAND
Tuesday 21 May 2024
Lead times for Nvidia chips shortened
Delivery lead times for Nvidia's AI chips have been greatly reduced, but demand remains high, according to industry sources.
Monday 20 May 2024
Will EV demand rebound in 2025?
Demand for battery EVs has faced challenges since the second half of 2023. Sales volume has sagged this year, especially in Europe and the US, the world's second and third-largest...
Friday 17 May 2024
AOI demand increases as TRI expands China and Southeast Asia markets
Due to the increasing competitiveness of end-use products, industries from semiconductors, electronic components to assembly plants, have faced challenges in improving yield rates...
Friday 17 May 2024
IEIT, FII enjoy robust AI server demand in China
Robust AI server demand in China boosted the sales performance of Inspur Electronic Information Industry Systems (IEIT) and Foxconn Industrial Internet (FII) in the first quarter...
Friday 17 May 2024
China chip demand is rebounding, but 2H24 outlook remains opaque
Orders from China's semiconductor firms may be turning strong.
Friday 17 May 2024
Topco sees strong orders from Chinese foundries
Topco Scientific, a Taiwan-based semiconductor material distributor, has seen a significant increase in orders from Chinese foundries whose 12-inch fab utilization rates have risen...
Friday 17 May 2024
Notebook shipments to pick up gradually in 2H24
Notebook shipments are expected to see a gradual pick-up starting in the third quarter of 2024, with the highly anticipated replacement demand driven by the arrival of AI PCs, according...
Thursday 16 May 2024
Nan Pao enters electronics industry chain with supply of optical clear adhesives
Semiconductors and displays are industries Taiwan excel in, but the entry barrier for optical clear adhesives is high.
Thursday 16 May 2024
Consumer MCU market recovery in different regions vary
Suppliers are expanding their target regions to include India and Southeast Asia as consumer Microcontroller Unit (MCU) markets revive at different rates, according to industry sou...
Wednesday 15 May 2024
PCB industry moves up the ladder as silicon photonics packaging demand grows
As the AI and HPC markets develop, high-performance computing is rapidly growing, driving the demand for high-speed transmission. Naturally, the complexity of chip design has also...
Tuesday 14 May 2024
Foxconn performance misses expectations, to transform Sakai factory into AI data center
Foxconns revenue for the first quarter totaled NT$1.32 trillion (US$40.73 billion), a decline of 9.47% compared to the same period last year. This figure also missed Bloomberg's estimates...
Tuesday 14 May 2024
Semiconductor materials orders driven by advanced processes, packaging demand
Semiconductor materials distributors are optimistic about operations in the second quarter of 2024, driven by rising semiconductor capacity and long-term demand for AI and High-Performance...
Tuesday 14 May 2024
Visibility of chip companies 2H24 remains unclear, raising concerns amidst political and economic changes
Although Taiwanese IC design companies generally have a grasp on demand for the second quarter, when it comes to the demand situation for the second half of the year, most manufacturers...
Monday 13 May 2024
HBM demand surge squeezes DDR5 PMIC penetration
Suppliers of Power Management ICs (PMICs) may encounter challenges in bolstering their sales momentum for DDR5 PMICs in the coming years, due mainly to the market penetration of DDR5...
Monday 13 May 2024
Semco accelerates glass substrate production, eyeing high demand in HPC and automotive applications
Samsung Electro-Mechanics (Semco) is reportedly expediting the development of its semiconductor packaging-use Glass Core Substrate (GCS) business by advancing the construction of...
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