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Friday 27 September 2024
AI PCs to drive battery module ASP
AI PCs will bring new opportunities to component manufacturers. Battery module manufacturer Simplo stated that due to AI PCs requiring larger battery capacity, the average selling...
Friday 27 September 2024
Memory spot prices fall on slow demand recovery
The recovery in downstream consumer markets remains sluggish, leading to a further decline in spot market prices for memory chips. In response, industry leader Kingston Technology...
Wednesday 25 September 2024
Suppliers seek transformation as Apple chain price wars become the norm
In recent years, Apple suppliers have closely monitored iPhone sales following each launch. However, with the mobile phone market reaching saturation and competition intensifying,...
Wednesday 25 September 2024
BYD and others to challenge Tesla in China's fully electric SUV market
BYD and other Chinese electric vehicle (EV) makers are launching a range of fully electric SUVs that are intended to take on the Tesla Model Y. Chinese EV brands led by BYD have launched...
Tuesday 24 September 2024
Morgan Stanley warns of memory market winter; sparks criticism from South Korean semiconductor industry
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
Monday 23 September 2024
Solar energy peeks silver lining from natural selection
Solar energy industry personnel pointed out that after N-type tunneling oxide passivated contact (TOPCon) became the trend in 2024, there was a severe supply surplus. Many businesses...
Monday 23 September 2024
Samsung boosts MLCC production amid stagnant prices and fierce market competition
Samsung Electro-Mechanics (Semco) is increasing the operational rate of its multilayer ceramic capacitors (MLCC) to 90%. However, intense market competition has left MLCC sales prices...
Friday 13 September 2024
Huawei's triple-fold Mate XT reaches 5 million pre-orders, but converting to actual orders will be challenging
Despite coming at a steep price, pre-orders for Huawei's new Mate XT triple-fold smartphone on the official online store have already surpassed 5 million as of September 11.
Friday 13 September 2024
Apple's iPhone 16 breaks new ground with AI and aggressive pricing strategy
Apple has officially unveiled the iPhone 16 series, along with details on its Apple Intelligence AI, pricing, and release schedule. With notable performance upgrades but prices unchanged...
Thursday 12 September 2024
Growing SiC substrate supply to fuel Taiwan compound semiconductor foundry
Increasing silicon carbide (SiC) substrate supply from China at lower prices is expected to fuel Taiwan-based foundry houses' diversification into compound semiconductors.
Tuesday 10 September 2024
TV panel prices to stabilize following October production cuts
Despite the lackluster third-quarter peak season and stagnant end-user demand, leading Chinese panel manufacturers have announced a two-week production cut during the National Day...
Monday 9 September 2024
Intel's 18A process reportedly fails Broadcom validation, casting doubt on US chip revival
Intel, the bellwether of the US semiconductor manufacturing revival, has faced one setback after another. Following its stock price plunge and rumors of being removed from the Dow...
Monday 9 September 2024
High-NA EUV adoption hampered by cost, mass-production on track for 2026
Despite ASML being the sole provider of high-NA EUV systems, customer adoption is affected by the high price, as ASML aims to begin mass production of the system by 2026.
Friday 6 September 2024
China-based GaN leader Innoscience slashes prices, other players take action
In the past six months, China's leading GaN compound semiconductor firm Innoscience has faced patent infringement lawsuits in Germany and the US, from power component manufacturers...
Friday 6 September 2024
Qualcomm CEO doubles down on AI PC chip pursuit
Qualcomm recently announced the expansion of the Snapdragon X series at the International Radio Exhibition Berlin (IFA Berlin 2024). Company CEO Cristiano Amon expressed confidence...
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