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Friday 26 July 2024
NAND flash capex to slow in 2024
The world's top-3 memory chipmakers are likely to reduce their NAND flash memory capex in 2024, following two years of robust spending, according to industry sources.
Friday 26 July 2024
Global energy transition fuels Taiwanese expansion into storage solutions
As the world races towards the 2050 net zero emissions target, the US' commitment remains in question.
Friday 26 July 2024
Samsung bets big on CXL for next-gen memory leadership
Samsung Electronics is aggressively targeting Compute Express Link (CXL), a highly anticipated next-generation memory technology. The CXL market is expected to take off in the second...
Friday 26 July 2024
Nvidia's investment in Serve Robotics opens new market for AI-powered food delivery
Nvidia's recent investment in Serve Robotics, involving a minority stake worth US$3.7 million, has captured significant attention.
Thursday 25 July 2024
KLA sees bright future in advanced packaging and HBM, expects flat growth in China
Due to the AI-driven surge in demand for semiconductor equipment, KLA reported better-than-expected financial results. The company expects to benefit from investments in advanced...
Thursday 25 July 2024
Slowing demand, policy changes limit EV adoption
Disappointing demand growth, uncertainties surrounding the upcoming US presidential election, and government policy changes have slowed the adoption of electric vehicles (EV), according...
Thursday 25 July 2024
Foxconn steps up investment in China
Under the current geopolitical climate, the trend toward localized production is set to continue for some time. Yet Hon Hai Precision (Foxconn) is seemingly bucking the trend, instead...
Thursday 25 July 2024
Chinese MCU firms shift focus to automotive, household appliances
While consumer electronics demand is experiencing a sluggish recovery, major Chinese MCU suppliers have redirected their attention to automotive and white household appliances, according...
Thursday 25 July 2024
CSPs stay keen on deploying AI data centers
The strong growth momentum in cloud service providers' (CSPs) AI server investments is set to continue since the risk of under-investment still far outweighs over-investment, said...
Wednesday 24 July 2024
IC packaging will be more important than foundry, says YMTC chairman
Chen Nanxiang, chairman of Chinese memory company Yangtze Memory Technology Corp (YMTC), recently said during an interview with China Global Television Network (CGTN) that he expects...
Wednesday 24 July 2024
Acer COO voices optimism about AI PCs
AI PCs are not just a passing trend, according to Acer COO Jerry Kao. He believes that AI will drive PC purchases among consumers who weren't previously considering an upgrade, as...
Wednesday 24 July 2024
NXP doubts Tier-1 auto customer inventory policies, details new JV with VIS
NXP reported that its performance was affected by its customers' inventory management practices. Despite this, the company expressed strong confidence in its joint venture with Taiwan-based...
Wednesday 24 July 2024
TI results offer hope amid 300mm capacity expansion for enhanced resilience
Texas Instruments (TI) provided financial guidance that is slightly lower than expectations. The company's capital expenditure (Capex) plan is progressing smoothly, indicating significant...
Wednesday 24 July 2024
FOPLP steps forward as foundries compete for packaging talents
The shortage of talent in the semiconductor industry is no longer news. Still, the continuous growth in demand for advanced packaging has triggered a mid-to-long-term scarcity of...
Tuesday 23 July 2024
YMTC head expects explosive chip demand in China amid US restrictions
A senior executive from a leading China-based NAND flash provider expressed optimism about the explosive growth potential of the Chinese semiconductor market, attributing this surge...
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