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Tuesday 23 July 2024
NAND memory bit shipment growth in 2H24 to be boosted by iPhone 16 demand
NAND Flash memory suppliers are gearing up for robust demand driven by AI smartphones in the third quarter. Some sources suggest that production lines may already be experiencing...
Tuesday 23 July 2024
IC industry hopes for turnaround in 2H24 amid new AI PC solutions
When will AI PC dividends start to pay off for the chip industry? This question has been closely followed by many in the industry during the first half of 2024. The launch of Copilot+PC,...
Tuesday 23 July 2024
TSMC outpaces Samsung in HPC revenue growth for 2Q24
TSMC's high-performance computing (HPC) revenue share continued to rise in Q2 2024, boosting overall performance. Although Samsung Electronics aims to increase its HPC sales proportion,...
Tuesday 23 July 2024
Mobile SoC suppliers expect limited growth in smartphone market in 2024
The buzz around AI smartphones is palpable, but their widespread adoption and impact on upgrade demand are expected to become more significant in approximately two years.
Monday 22 July 2024
Why didn't SK On make a profit in any of the 10 quarters since its establishment?
The SK Group views EV-related businesses as a key growth area for the future, which is why its battery subsidiary SK On invested over KRW20 trillion (US$14.5 billion) to expand its...
Monday 22 July 2024
Apple Tim Cook promotes Vision Pro amid sluggish US sales
Apple's (Apple) Mixed Reality (MR) device, the Vision Pro, has gradually entered more markets, including China, Japan, Singapore, the UK, Canada, and Australia.
Monday 22 July 2024
Doosan group unveils major restructuring for clean energy, smart machinery, semiconductor materials
South Korea's Doosan Group is reportedly undergoing a large-scale strategic restructuring to focus on three core business areas: clean energy, smart machinery, and advanced semiconductor...
Monday 22 July 2024
China dominates global automobile exports in 2023 as EV demand surges, says DIGITIMES Research
China's automobile exports have shown significant growth in recent years, with the export volume reaching 5.22 million units in 2023, nearly 800,000 more than Japan's, making China...
Friday 19 July 2024
Xiaomi reclaims leadership in Indian smartphone market in 2Q24
Multiple challenges slowed India's smartphone market, as vendors saw a meager 1% growth in shipments. Xiaomi reclaimed its leadership in the market after six quarters.
Friday 19 July 2024
GTOC sales driven by automotive glass applications
Glass processing service provider G-Tech Optoelectronics (GTOC) has reported strong sales growth for the second quarter of 2024, driven by automotive applications.
Friday 19 July 2024
Wah Lee sees promising demand for advanced foundry processes
As the ICT and semiconductor markets recover, semiconductor material equipment supplier Wah Lee has experienced double-digit growth across its core businesses. Amid strong pull-in...
Thursday 18 July 2024
Key TSMC earnings takeaways: CoWoS supply-demand balance by 2025, N2 and A16 details
C. C. Wei, chairman and CEO of TSMC, introduced the concept of "Foundry 2.0" and provided additional information regarding the company's advanced 2nm and A16 process technologies...
Thursday 18 July 2024
China automobile export status, 2023

Introduction

Thursday 18 July 2024
TSMC revises 2024 sales growth forecast to 24-26%
TSMC expects revenue in US dollars to increase between 24-26% this year, up from its earlier prediction of 21% to 26%.
Thursday 18 July 2024
TSMC expects around 10% revenue growth in 3Q24
TSMC announced that revenue and margins exceeded guidance in the second quarter of 2024, and it expects revenue for the third quarter to increase 9.5% sequentially at the midpoint.
Colder Products Company
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