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Wednesday 14 August 2024
TSMC scaling up equipment and engineering orders for fast plant expansions
TSMC has been placing large volumes of orders for production equipment and factory engineering projects in support of its fast capacity expansion, dispelling skepticism about the...
Tuesday 13 August 2024
Keystone Microtech projects double-digit growth amid effective testing substrate solutions
Keystone Microtech's important product lines in the second half of 2024 have been selling at a satisfactory rate and show signs of inventory replenishment, according to the company's...
Tuesday 13 August 2024
China's foundries surge ahead: SMIC and Hua Hong at full capacity amidst rising domestic demand
China's leading foundries, SMIC and Hua Hong Semiconductor, have seen their newly added 12-inch production capacity fully utilized, absorbing a surge in domestic orders.
Monday 12 August 2024
SDC reportedly signs contract with Microsoft
Samsung Display (SDC) is reportedly collaborating with Microsoft to develop and supply OLED on Silicon (OLEDoS) for the next generation of Mixed Reality (MR) devices.
Monday 12 August 2024
ODMs issue bonds to finance costly AI servers
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...
Monday 12 August 2024
China fab tool industry poised to make significant strides, says AMEC CEO
Advanced Micro-fabrication Equipment (AMEC), a China-based semiconductor equipment manufacturer, has emerged as a formidable competitor to Applied Materials, Lam Research, and other...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
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
Thailand transforms into EV hub as Chinese manufacturers gain ground amid economic challenges
Thailand, a key automotive hub in Southeast Asia, is undergoing a significant shift towards electric vehicles (EVs). Driven by government incentives, many Chinese companies are entering...
Monday 12 August 2024
OLED iPad supply chain shift: LGD expands as SDC rumored to scale back
Apple's first OLED iPad will feature panels supplied by LG Display (LGD) and Samsung Display (SDC). However, recent reports indicate a shift in the supply chain dynamics, with SDC...
Friday 9 August 2024
Taiwan-based PCB industry navigates sustainability demands amid SEA expansion
Approaching the final quarter of 2024, major PCB and IC substrate manufacturers are expanding operations in Southeast Asia to reduce dependence on Chinese production. Needless to...
Friday 9 August 2024
I-Chiun targets AI server market with advanced heat spreaders, expects orders to double by 2H25
Taiwan-based I-Chiun Precision Industry has entered the AI supply chain with heat spreaders and is poised to ramp up shipments of new heat dissipation solutions in the second half...
Friday 9 August 2024
Five key takeaways from Infineon 8-inch SiC fab opening event
Infineon has built a new plant in Kulim Hi-Tech Park, Malaysia, dedicated to generating 8-inch silicon carbide (SiC) wafers. Here are five major takeaways from the new facility's...
Friday 9 August 2024
Chinese cell manufacturers poised to lead US LFP battery supply
The US government has introduced legislation to foster a localized battery ecosystem, aiming to reduce dependence on Asian suppliers. However, Chinese cell manufacturers investing...
Friday 9 August 2024
SMIC reports improved consumer electronics demand; geopolitical tensions boost performance
SMIC held an earnings call on August 9, saying that demand for consumer electronics was improving, and smartphone makers were building their inventories. Its customers placed orders...
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