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Friday 22 November 2024
Server component makers ready for Nvidia GB200 mass production boom
Nvidia is poised to begin mass production of its GB200 super chip, with founder and CEO Jensen Huang announcing that the supply outlook exceeds expectations and shipments will proceed...
Friday 22 November 2024
PCB, CCL firms gearing up for 2025 AI server boom
Printed circuit board (PCB) and copper-clad laminate (CCL) manufacturers are positioning themselves to capitalize on the growing AI server demand to drive growth momentum in 2025.
Friday 22 November 2024
Nvidia secures 60% of TSMC's doubled CoWoS capacity for 2025
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...
Thursday 21 November 2024
IQE Taiwan IPO plans remain for 2025 amid strategic review
IQE, a British manufacturer of compound semiconductor wafers and materials solutions, will proceed with its plan to list its Taiwan subsidiary in 2025, despite considering a potential...
Thursday 21 November 2024
SK Hynix closes in on Samsung with NAND market share set to top 20%
SK Hynix's strategic focus on high-end NAND memory, coupled with rising AI-driven demand, is expected to push its annual market share above 20% in 2024, bringing it closer to industry...
Thursday 21 November 2024
Nvidia outpaces revenue estimates with strong data center growth amid mixed analyst reactions
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's...
Wednesday 20 November 2024
FocalTech expects continued growth in TDDI chip sales
The third quarter has historically been a peak season, with robust sales of premium smartphones boosting FocalTech Systems' AMOLED TDDI shipments to continue their upward trend. Meanwhile,...
Wednesday 20 November 2024
China smartphone industry, 3Q 2024

Introduction

Wednesday 20 November 2024
LG Electronics reportedly establishing third plant in India
LG Electronics is reportedly planning to establish a third plant in India, continuing its recent production expansions in the country. The move aligns with the company's potential...
Wednesday 20 November 2024
Professional Computer Technology forecasts profitability in 2024 despite challenges, eyes AI-driven growth
Jiang-song Fu, chairman of IC distributor Professional Computer Technology (PCT), projected 2024 to be the trough for their operations. Despite this, the company expects to remain...
Wednesday 20 November 2024
Competition in automotive chips intensifies as Taiwan-based companies target mid-to-high-end market
In recent years, Taiwan-based IC design companies have massively entered the automotive chip sector, seeking growth opportunities beyond consumer electronics. The automotive chip...
Wednesday 20 November 2024
WPG to see weaker growth in 2025, with opportunities in auto solutions
AI was the name of the game for the semiconductor supply chain in 2024, according to IC distributor WPG Holdings, yet shifting supply-demand balance may lead to slightly slower growth...
Wednesday 20 November 2024
AI servers, AI PCs, and automotive electronics to drive 2025 sales growth for Taiwan ODMs
Taiwanese IT product manufacturers expect AI server demand to drive their growth in the fourth quarter of 2024, as consumer electronics enters the traditional low season. Looking...
Wednesday 20 November 2024
Eternal Materials eyes cautious 2025 growth with China's short-term revenue share steady at 60%
Eternal Materials, a leading supplier of PCB upstream materials including dry film photoresists, acknowledges China's ongoing economic slowdown. Despite these challenges, spokesperson...
Tuesday 19 November 2024
AMD distributor Weikeng eyes 2025 AI boom
Peripheral IC distributor Weikeng Industrial has seen robust growth in 2024 driven by strong AI demand, which is expected to continue into 2025 as prospects for AI servers and PCs...