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Tuesday 13 August 2024
Taiwan's AI server surge fuels global market, drives import boom in 2H24
Before Taiwan opened its notebook (NB) industry to invest in China, Taiwanese-made laptops accounted for 90% of the global market. Today, Taiwan-made AI servers hold a similar market...
Tuesday 13 August 2024
Samsung reportedly investing in in-house chip development to compete in XR market
Samsung Electronics is developing high-performance semiconductors for next-generation Extended Reality (XR) devices, aiming to compete with Apple's Vision Pro, which uses in-house...
Tuesday 13 August 2024
AI server manufacturers' gross margins vary by business model
As major AI server makers release their latest financial reports, gross margins have become a key metric for investors. Supermicro saw a sharp decline in market value after it reported...
Monday 12 August 2024
Reality-checking smart manufacturing's AI hype
Recently, smart manufacturing has been singled out as the most promising avenue in the generative AI market, especially for manufacturing powerhouses like Taiwan. However, while the...
Monday 12 August 2024
AI servers boost Inventec, Wistron July sales
Robust AI server demand boosted sales performance for ODMs including Inventec and Wistron in July 2024.
Monday 12 August 2024
Taiwan eases language barriers to retain global tech talent
The Taiwanese government and industry have been striving to retain top overseas talent through scholarships, health insurance, and various incentives.
Monday 12 August 2024
India roundup: Indian opto-semiconductor maker acquires US-based IC equipment company
India-based Polymatech acquired a US-based IC equipment supplier to build an integrated chipmaking business. Tata has begun building its first IC backend facility in Assam.
Friday 9 August 2024
Supermicro targets revenue surge to US$30 billion in 2025
Supermicro's fiscal year revenue surged 110% by the end of June 2024, hitting nearly US$15 billion.
Friday 9 August 2024
Qisda's forecasts revenue growth as inventory adjustments gradually stabilize
At Qisda's earnings call on August 7, Chairman and CEO Peter Chen announced that the company expects revenue and profits to rise quarterly in 2024. While the first half of the year...
Friday 9 August 2024
Taiwan's ambitious AI vision hinges on stable power supply and strategic growth
Taiwan is doubling down on its aspiration to become an "AI Smart Island," with the government outlining a strategic focus on ensuring a stable power supply, expanding supercomputing...
Friday 9 August 2024
Global notebook shipments to experience only minor quarterly growth in 3Q24 and 4Q24, says DIGITIMES Research
With transportation costs rising, notebook brand vendors and channels had suppliers advance shipments ahead of schedule to meet growing demand in the second quarter of 2024, with...
Thursday 8 August 2024
Acer subsidiaries drive growth, boosting resilience and optimism amid PC market fluctuations
Despite ongoing challenges in the computer market, Acer remains confident in its overall performance for the second half of the year. All its subsidiaries recorded double-digit revenue...
Thursday 8 August 2024
Advanced packaging market sees rapid growth fueled by AI and global expansion
As AI applications proliferate, global tech giants are ramping up investments in data centers worldwide. While traditional hubs like the US, Europe, Japan, and China remain pivotal,...
Thursday 8 August 2024
Innodisk teams up with Advantech to expand AI visual application
Industrial control memory module manufacturer Innodisk is partnering with Advantech, taking its customizable MIPI series camera modules and combining them with Advantech's Intel x86...
Thursday 8 August 2024
Console conundrum: Nintendo, Sony face regulatory roadblocks in China's lucrative gaming market
China's gaming market, valued at CNY302.96 billion (US$41.8 billion) in 2023, presents a lucrative opportunity that major Japanese game companies like Nintendo and Sony are eager...
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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