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Friday 17 January 2025
Strong demand persists for Nvidia GB200 despite market concerns
Strong AI-related demand will drive TSMC's 20% compound annual growth rate in revenue over the next five years, according to chairman C.C. Wei during the company's latest earnings...
Thursday 16 January 2025
6 key takeaways from TSMC's earnings: AI boom, 2025 growth, and record capex
TSMC attained a record-high level of performance in 2024, and its revenue is expected to climb by around 25% in US dollars in 2025. During a media interview following the company's...
Thursday 9 January 2025
Largan unveils robotics progress, confirming shipments to multiple customers
Largan held an earnings call on January 9, where chairman En-Ping Lin discussed future trends in lens specifications and dedicated significant time to unveiling the latest developments...
Thursday 9 January 2025
Memory chipmakers see price pressure in 2025
Memory chip prices are anticipated to face downward pressure in 2025, also posing challenges for large companies like Samsung, according to market sources.
Monday 6 January 2025
ASML CEO leads high-level delegation to TSMC next week
Ahead of TSMC's quarterly earnings release on January 16, 2025, the pure-play foundry is holding year-end meetings with key suppliers. ASML, a critical partner of TSMC, is showing...
Monday 30 December 2024
Upcoming TSMC investor meeting to discuss company prospects, new US tariff policies
The quarterly investors conference of TSMC is scheduled for January 16, 2025. Along with the future economic outlook, the upcoming inauguration of US President-elect Donald Trump...
Thursday 26 December 2024
Qualcomm bets on automotive, IoT for ambitious growth
Qualcomm is doubling down on smart terminals, eyeing the automotive and Internet of Things (IoT) sectors to fuel its next growth phase. At two events in November, the company revealed...
Monday 23 December 2024
Micron advances HBM4 development, sets 2026 for mass production
Micron Technology announced during its latest investor conference that its HBM4 development is progressing as planned while revealing development of HBM4E is underway. The company...
Thursday 19 December 2024
Micron is optimistic about HBM demand and AI growth despite market challenges
After revealing the latest financial results, Micron held an earnings call, discussing the recovery paces across markets. The company is optimistic about the demand for HBM as it...
Wednesday 11 December 2024
MediaTek's November revenue shines with full-year revenue set to reach NT$500 billion
MediaTek has announced its revenue performance for November, reporting a monthly revenue of NT$45.242 billion (approx. US$1.391 billion), which represents an 11.49% decrease from...
Tuesday 10 December 2024
Market recovery remains uncertain despite automotive and industrial chip potential
Major semiconductor manufacturers are maintaining their long-term optimistic outlook on automotive and industrial control chips, driven by continuing technological innovation. However,...
Friday 6 December 2024
Phihong to ramp up production for low-orbit satellite products in 1H25
Leading power supply maker Phihong Technology held its quarterly earnings call on December 5, during which general manager Allan Lin noted that the company has begun low-volume shipments...
Friday 6 December 2024
Foxconn reports November revenue decline due to slow consumer and networking products
Foxconn reported a November revenue of NT$672.585 billion (approx. US$20.76 billion), surpassing the total earnings of the previous year in the first 11 months of 2024. Despite a...
Thursday 5 December 2024
Intel stands by forecast after CEO exit, vows to be thriftier
Intel, fresh off the abrupt departure of CEO Pat Gelsinger, stuck with its current financial forecast during a presentation Wednesday while also saying it would keep a tight rein...
Tuesday 26 November 2024
Nvidia's AI ambitions seek sovereign boost
Nvidia's recent earnings paint a mixed picture of the AI chip giant's trajectory. While quarterly revenue continued to climb sequentially, annual growth slowed to 70% from 90% in...
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