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Wednesday 13 November 2024
WinWay's profits soar in 1-3Q24 driven by AI demand surge
Semiconductor testing interface leader WinWay has achieved record-breaking performance, driven by robust demand for AI, HPC applications, and AI smartphones. The company's AI and...
Wednesday 13 November 2024
AI servers power ODM revenue hike as Quanta, Wiwynn lead pack amid sluggish PC market
AI servers are proving to be a vital revenue driver for major ODMs. Quanta's October revenue surged to NT$135.9 billion (approx. US$4.24 billion), setting a new record for the period...
Wednesday 13 November 2024
Nokia and Dixon begins manufacturing fixed broadband devices in India
Dixon Electro and Nokia have officially launched the manufacturing of fixed broadband devices in India. The collaboration will focus on producing GPON, 5G FWA, and Mesh Wi-Fi devices,...
Wednesday 13 November 2024
Jarllytech reports flat October revenue, expects growth from foldable device recovery and notebook orders
Taiwanese hinge and precision components provider Jarllytech reported that its revenue performance in October remained flat, with a slight month-over-month decline primarily due to...
Wednesday 13 November 2024
Machvision invests in Hye Technology, eyes growth in advanced packaging
Machvision's board has approved a NT$274 million (US$8.6 million) strategic investment to acquire 13% of Hye Technology's common shares. The investment will represent 11.5% of Hye's...
Wednesday 13 November 2024
PMIC firm GMT steps up non-consumer applications developments
Global Mixed-mode Technology (GMT), a supplier of power management IC (PMIC), has expanded into non-consumer electronics to avoid competition in mass-market applications.
Wednesday 13 November 2024
Peripheral IC firms eye growth in 2025 on AI server demand
Rising AI server shipments are reportedly prompting peripheral chip manufacturers to project substantial operational growth in 2025.
Wednesday 13 November 2024
GIS expands fingerprint recognition market in 2025 amid industry's moderate growth in second half of 2024
Touch panel manufacturer GIS has faced significant operational challenges in 2024. Despite a rebound in consolidated revenue during the third quarter, the company's product mix resulted...
Wednesday 13 November 2024
Chinese fab toolmakers invest more in R&D amidst domestic replacement wave
Leading Chinese semiconductor equipment manufacturers, including ACM Research (Shanghai), AMEC, and Naura, have boosted their R&D investments to accelerate the development of...
Tuesday 12 November 2024
Global server market, 3Q 2024

Introduction

Tuesday 12 November 2024
AI and semiconductor gains fuel automotive supply chain growth
Automotive supply chain players are increasingly branching out into non-automotive sectors, notably semiconductors, with companies like Global PMX and TsangYow at the forefront.
Tuesday 12 November 2024
Asus expects sequential revenue decline in 4Q24 despite Black Myth boost
On November 8, 2024, Asus held its financial briefing for the third quarter, reporting a significant boost in gaming notebook sales in the Chinese market, driven by the popularity...
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
Double 11 sales surge drives mobile device demand
Despite cautious economic forecasts for the fourth quarter of 2023, e-commerce platforms have reported robust sales during the Double 11 shopping festival, providing a boost to the...
Tuesday 12 November 2024
Weltrend sees AI server demand driving growth in 4Q24
Weltrend Semiconductor, a specialist in USB power delivery (PD) controller chips, anticipates strong AI server demand to drive its shipment performance in the fourth quarter of 202...