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Monday 11 December 2023
AI and EVs sustain an otherwise weak semiconductor market, according to Japanese equipment makers
The performance of the consumer electronics market, driven by smartphones, has been poor, dragging down the recovery speed of the semiconductor industry, which may be delayed until...
Friday 8 December 2023
Chip market to gain momentum in 2H24
Inventory restocking is anticipated to increase capacity utilization within the semiconductor supply chain starting in the latter half of 2024, according to market observers.
Friday 8 December 2023
Nvidia sees Huawei as a formidable competitor, but questions remain about the Chinese vendor's chip progress
Nvidia CEO Jensen Huang has described Huawei as a formidable rival to his company in the Chinese market, despite the fact that many in the semiconductor industry are wondering how...
Thursday 7 December 2023
Will lithium carbonate cost slump cut EV prices?
Battery-grade lithium carbonate prices have dropped from CNY600,000 (US$84,363) per tonne in November 2022 to the current value of CNY150,000, a decline of over 70%. Since batteries...
Tuesday 5 December 2023
PC market growth unlikely to top 10% in 2024, say IC design houses
The global PC market's growth in 2024 may not be as rapid as many terminal device manufacturers anticipate - a 10% increase, according to sources at IC design houses.
Tuesday 5 December 2023
Battery industry to see exits, major players grow larger in 1H24
As battery cell prices slide following declining demand in the automotive and energy storage markets, some players have already dropped out of the increasingly heated competition...
Tuesday 5 December 2023
MOSFET suppliers remain cautious
Despite a slight rebound in the PC industry, Taiwan-based MOSFET suppliers remain cautious about near-term demand expectations.
Friday 1 December 2023
Can AI boost PC industry recovery in 2024?
Everyone in the PC industry is talking about AI PCs, but what defines an AI PC? Opinions differ on this question. For HP CEO Enrique Lores, AI PCs will allow users to run originally...
Friday 1 December 2023
MCU demand for home appliances picking up
Microcontroller unit (MCU) demand for home appliances has started picking up, with prices rising as well, according to MCU suppliers in China and Taiwan.
Thursday 30 November 2023
Global semiconductor market to rebound with 13% growth in 2024, says WSTS
The World Semiconductor Trade Statistics (WSTS) has published its most recent semiconductor market forecast. Semiconductor sales were somewhat higher than expected in the second and...
Thursday 30 November 2023
Dell denies pulling supply chain from China
Dell Senior Global VP Shirley Wu clarified rumors that Dell is "withdrawing its supply chain from China" and is carrying out "de-Sinicization." In China, Dell underwent the most severe...
Tuesday 28 November 2023
Samsung unveils ambitious 'GDP' semiconductor strategy targeting AI market growth
Samsung Electronics executives have recently disclosed their 2024 semiconductor strategy, named "GDP" (Gate-All-Around, DRAM, and Packaging), at an investors forum, aiming to tap...
Friday 24 November 2023
China-based two-wheeler EV makers eye overseas opportunities amid fierce competition at home
With zero-emission vehicles becoming an increasing trend, the electric vehicle (EV) market has seen an increasing number of new entrants seeking to electrify everything from two-wheelers...
Thursday 23 November 2023
PC market has bottom out, says IC distributor GMI
The PC market is bottoming out and will start recovering in the fourth quarter of 2023, according to IC distributor GMI Technology, which also expressed optimism about demand for...
Thursday 23 November 2023
New Nvidia chip for China may be delayed
Possible delivery delays for the HGX H20, an exclusively Chinese-market-designed Nvidia processor. It is improbable that Chinese companies will receive samples of the chip until at...
Research Report Database
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