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Friday 1 November 2024
China SiC industry faces restructuring; Taiwan firms seek differentiation
With SiC production capacity rising in China, prices have fallen dramatically, potentially leading to a restructuring of China's SiC industry and prompting Taiwan-based players to...
Thursday 31 October 2024
Taiwan-based Chenbro Micon sets up first plant in SEA
Server chassis manufacturer Chenbro Micom has initiated its manufacturing base diversification with a land-signing ceremony for its new factory in Malaysia on October 30.
Thursday 31 October 2024
Monitor panel prices expected to decline until year-end amid weak demand
While China's recent "trade-in" subsidy policy has boosted demand for large-size TVs, stabilizing LCD TV panel prices, monitor panel prices continue to decline amid weak IT demand...
Thursday 31 October 2024
Second place foundry stakes: Samsung and Intel seek strategic overhaul under TSMC's shadow
Regardless of Samsung and Intel's third-quarter earnings, the real story isn't in comparing them to TSMC. What's critical now is each company's internal recalibration and its leadership's...
Wednesday 30 October 2024
Global CoWoS and CoWoS-like packaging capacity demand to surge 113% on year in 2025, says DIGITIMES Research
Global demand for Chip-on-Wafer-on-Substrate (CoWoS) and CoWoS-like packaging capacity will likely grow by 113% annually in 2025, driven by robust demand for cloud AI accelerators,...
Wednesday 30 October 2024
Samsung set to introduce high-NA EUV equipment by early 2025
Samsung Electronics is reportedly preparing to introduce its first High-NA EUV (extreme ultraviolet lithography) equipment in early 2025, signaling a major advancement for the South...
Wednesday 30 October 2024
Chinese EV makers rush EU shipments ahead of 35% tariff initiation
Chinese electric vehicle manufacturers are accelerating their European shipments ahead of potential anti-subsidy tariffs of up to 35% that could take effect from November 1. While...
Wednesday 30 October 2024
Google TPUs to achieve over 70% share in in-house developed cloud ASIC accelerator market in 2024, says DIGITIMES Research
According to DIGITIMES Research's report on cloud ASIC accelerators, the global shipment of self-developed cloud AI ASIC accelerators is projected to reach 3.45 million units in 2024,...
Wednesday 30 October 2024
iPhone 17 reportedly being developed in India as made-in-India export value surges
Apple is reportedly starting the design and development of the iPhone 17 in India, a significant milestone for the made-in-India iPhones. This shift coincides with rumors of a surge...
Wednesday 30 October 2024
OpenAI, Broadcom working to develop AI inference chip
OpenAI is working with Broadcom Inc. to develop a new artificial intelligence chip specifically focused on running AI models after they've been trained, according to two people familiar...
Wednesday 30 October 2024
Coretronic lowers 4Q24 shipment outlook amid weak demand through 2025
Coretronic has lowered its 2024 full-year shipment forecast for two major product lines due to delayed mass production of monitor products and lower-than-expected demand from sports-related...
Wednesday 30 October 2024
Innolux adapts production with 'trade-in' policy amid weaker demand
Display panel leader Innolux posted an operating loss in the third quarter of 2024, though the company managed to stay profitable after taxes. Looking ahead to the fourth quarter,...
Tuesday 29 October 2024
Tesla's ambitious plans face regulatory and supply chain hurdles
Tesla's third-quarter results exceeded market expectations, with gross margins rising to 19.8%. The company attributed the performance to lower per-vehicle costs, but analysts highlighted...
Tuesday 29 October 2024
Intel's US fab ambitions clash with election-year politics
In July 2022, Congress passed the CHIPS and Science Act, the largest-ever federal funding package for semiconductor manufacturing—a milestone Intel CEO Pat Gelsinger has devoted...
Tuesday 29 October 2024
Can Samsung, Intel rise above challenges? Different strategies for IDM, pure foundry models
The third quarter financial results for both Samsung Electronics (Samsung) and Intel are set to be released on October 31, 2024. The outcome likely hinges on how well their management...
Vortex
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