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Friday 2 August 2024
AUO charts new course: Focusing on smart mobility and vertical solutions beyond displays
Taiwanese panel giant AUO is undergoing a significant transformation to diversify its business and reduce reliance on the cyclical display panel market. The company is focusing on...
Friday 2 August 2024
Notebook brands elect to observe before US election due to high costs of transferring orders
As the US presidential election 2024 heats up, it's impacting geopolitical changes at many levels. However, the notebook supply chain points out that while there's an increase in...
Friday 2 August 2024
AMD boosts AI data center GPU revenue forecast to US$4.5 billion amid surging demand
AMD has further raised its full-year revenue forecast for AI data center GPUs to US$4.5 billion, underscoring the surging demand for computing power driven by generative AI. The chipmaker...
Friday 2 August 2024
Delta to start shipping AI server liquid cooling products in 3Q
At a recent earnings conference, Ping Zheng, CEO of Delta Electronics, announced that the company's AI server liquid cooling products will start shipping in the third quarter.
Friday 2 August 2024
PCB and CIS manufacturers optimistic about new iPhone debut in 3Q24
PCB and CIS supply chain manufacturers are expected to see explosive orders for the iPhone 16, Apple's first AI smartphone module equipped with the A18 chip, as the peak season for...
Friday 2 August 2024
Global 2024 smartphone sales likely to grow, with AI models leading
In their latest earnings report, mobile chip giants MediaTek and Qualcomm both maintained their previous forecasts for the smartphone market in the second half of 2024. Both companies...
Friday 2 August 2024
TSMC to see HPC chip sales boom despite smartphone slowdown
TSMC has warned of a slowdown in smartphone chip demand, but is bullish about sales generated from the HPC sector.
Thursday 1 August 2024
LandMark projects 3Q24 growth from silicon photonics surge for AI, data center apps
Epitaxial wafer manufacturer LandMark Optoelectronics expects its product mix improvement to drive revenue and profit growth in the third quarter, as US silicon photonics customers...
Thursday 1 August 2024
India smartphone shipments decline as MediaTek strengthens lead in AP market
India's smartphone shipments fell by 2% last quarter, with the premium segment surging. MediaTek led the chipset market with a 54% share, while Qualcomm maintained dominance in the...
Thursday 1 August 2024
Lenovo aims for all PCs to be equipped with AI by 2027 and smartphones to achieve double-digit growth
Luca Rossi, president of Lenovo's Intelligent Devices Group (IDG), stated that all Lenovo PC products will feature AI functions by 2027. Additionally, Lenovo aims to enhance its smartphone...
Thursday 1 August 2024
Dixon doubles sales and profit amid Indian smartphone localization
India-based EMS giant Dixon Technologies doubled its sales and profits in the past quarter. The company anticipates a 10 million unit increase in smartphone production capacity following...
Thursday 1 August 2024
Qualcomm reports strong Q3 results but expects flat handset market growth in 2024
Despite achieving results at the top end of its guidance, Qualcomm anticipates stable performance in the smartphone and automotive markets, even as it expands its market share in...
Thursday 1 August 2024
CHPT forecasts Q3 growth driven by HPC demand and smartphone replacement season
Chunghwa Precision Test (CHPT), a leading probe card manufacturer, anticipates strong performance in the second half of 2024, with growth driven by increasing demand for high-performance...
Thursday 1 August 2024
AI drives record licensing revenue for Arm; 2025 guidance remains unchanged amid end-market uncertainties
Fueled by rising AI-driven demand for energy-efficient chips, Arm reported a 70% increase in its license revenue. Although royalty revenue from smartphones grew by 50%, the results...
Thursday 1 August 2024
MediaTek enjoys robust 4G SoC sales in emerging markets
MediaTek's 4G smartphone SoC sales in emerging markets will continue to be the primary driver of its overall mobile phone chip shipments in the third quarter of 2024, while 5G SoC...
Holtek
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