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Tuesday 10 December 2024
Polytronics achieves record revenue in 3Q24, plans to enter semiconductor market in 2025
Taiwan-based protective component manufacturer Polytronics reported a record high in revenue and gross margin for the third quarter of 2024, driven by increased demand for components...
Tuesday 10 December 2024
PlayNitride achieves first quarterly profit, expands with new microLED equipment
PlayNitride has reported its first-ever profit in the third quarter of 2024, driven by strong sales of its new mass transfer equipment introduced in the fourth quarter. The equipment,...
Friday 6 December 2024
HPE exceeds revenue and operating margin targets on AI-server momentum despite margin concerns
Hewlett Packard Enterprise (HPE) surpassed revenue and operating margin expectations in its latest quarter, driven by strong AI-server demand, though margin pressures raise questions...
Thursday 28 November 2024
Robust AI server demand to drive Wistron's triple-digit revenue rise
Wistron anticipates reporting a three-digit percentage increase in its AI server sales for 2024, followed by another substantial three-digit growth in 2025, driven by robust market...
Monday 25 November 2024
Nvidia's decline in gross margin amid Blackwell transition may not affect bigger picture
Nvidia reported a net profit of US$19.3 billion for the third quarter of the fiscal year 2025, marking a remarkable year-over-year increase of 109%. However, the gross margin of 74.6%...
Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Thursday 21 November 2024
Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Wednesday 20 November 2024
Xiaomi's EV push shines while challenges emerge
Xiaomi CEO Jun Lei recently announced the company's strongest-ever quarterly performance, a remarkable achievement given China's current economic climate. However, challenges are...
Wednesday 20 November 2024
Taiwan chip gear makers cash in on TSMC 2Q24, 3Q24 orders
Taiwanese semiconductor equipment manufacturers working with TSMC are benefiting significantly from its orders, with eight of them reporting gross margins of 40-60% in the second...
Monday 18 November 2024
Applied Materials projects Chinese sales to stabilize following capex expansion
Applied Materials, a major supplier of chipmaking equipment, has reported weaker-than-expected sales forecasts for the upcoming quarter, indicating that semiconductor companies not...
Thursday 14 November 2024
Wiwynn hits record-high profits in 3Q; expands capacity to meet demand
Wiwynn has reported record-breaking revenue and profit for the third quarter of 2024 and is expanding production capacity to keep up with future growth. The company announced it would...
Tuesday 12 November 2024
Fitipower eyes 2025 growth with ESL, mobile DDIs amid nine-quarter revenue high
Taiwan-based display driver IC (DDI) manufacturer Fitipower Integrated Technology reported that its revenue for the third quarter reached nearly a nine-quarter high. The growth of...
Tuesday 12 November 2024
Syncmold expands investments in Thailand
Taiwan-based plastic molding and design provider Syncmold Enterprise approved a US$15 million increase in investment at its Thailand facility on November 8, bringing the total investment...
Monday 11 November 2024
Himax results exceed expectations, driven by automotive IC revenue and Chinese orders
Himax Technologies exceeded third-quarter 2024 expectations, fueled by strong automotive IC revenue from Chinese orders. Despite a revenue decline and lower gross margin, the company...
Friday 8 November 2024
Chicony Electronics eyes 2025 notebook replacement boom, post-election overseas adjustments
Benefiting from the continuous increase in market penetration of LED backlit keyboard modules, electronic components manufacturer Chicony Electronics reported continued revenue growth...
megawin
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