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Monday 3 June 2024
Huawei's Ascend AI GPU series gaining traction, Nvidia facing uphill battle in China market
While Nvidia CEO Jensen Huang is visiting supply chain partners in Taiwan to secure production capacity for its high-end AI GPUs, the company is plagued by limitations on its China-specific...
Wednesday 29 May 2024
TechInsights: Semiconductor production capacity in China to grow by 40% in next five years
Key Takeaway: Fabs located in China have been purchasing equipment at a rapid pace during the past three years leading to expanding capacity.
Tuesday 28 May 2024
China's OLED smartphone display market share exceeds half of global market
As Chinese display industries dominate the LCD industry, they are now capable of controlling not only the availability but also prices, meanwhile affecting the capabilities of supply...
Monday 27 May 2024
SK Hynix contract liabilities jump 73% in 1Q24, likely fueled by Nvidia's massive prepayments
SK Hynix's contract liabilities saw a remarkable sequential increase of over 73% or KRW1.16 trillion (US$855 million) in the first quarter of 2024, sparking speculations that Nvidia...
Friday 24 May 2024
Probe card provider MPI sees production capacity fully utilized
Semiconductor probe card supplier MJC Probe (MPI) has fully utilized its production capacity, anticipating a stronger second half than the first half.
Monday 20 May 2024
Global 1Q24 wafer fab production capacity up slightly
The installed capacity of wafer fabrication will exceed 40 million wafers per quarter (in 300mm wafer equivalent), increasing by 1.2% in the first quarter of 2024 and an anticipated...
Thursday 2 May 2024
Specialty IC foundry VIS gains shifted orders from China
Taiwan-based Vanguard International Semiconductor (VIS) has reported first-quarter 2024 results that were somewhat better than expected. While facing market pricing competition from...
Tuesday 30 April 2024
Asahi Kasei to build large battery separator plant in Canada with US IRA subsidy support
Japan's Asahi Kasei has unveiled plans to construct an integrated plant in Ontario, Canada.
Tuesday 30 April 2024
Fab toolmakers see order visibility from TSMC extended to 2025
Equipment makers have seen the visibility of TSMC's order extended to 2025, and Intel and OSATs have also placed orders, according to industry sources in Taiwan.
Monday 8 April 2024
Amid US-China spat, new opportunities for Taiwan-based battery material suppliers
Prices have dropped for nickel and lithium, key materials used in batteries for Electric Vehicles (EV), as growth in the EV market has slowed. Even as suppliers begin to reduce production,...
Tuesday 2 April 2024
SiC powder supplier Acme to expand production capacity
Acme Electronics, a Taiwan-based SiC power supplier, plans to double its production capacity to satisfy the strong demand for SiC semiconductors.
Monday 1 April 2024
BYD reviewing suppliers' production capacity invites market suspicions
BYD maintains a leading position in the fierce Chinese market as it grows overseas.
Tuesday 26 March 2024
With HBM pie too tempting, could Micron sacrifice production capacity for other memory chips?
Micron Technology has seen its orders for High Bandwidth Memory (HBM) wait to be fulfilled throughout 2025.
Tuesday 19 March 2024
Samsung widens lead over SK Hynix in DRAM market share, bolstered by traditional products
Samsung Electronics significantly expanded its DRAM market share in the fourth quarter of 2023, extending its lead over SK Hynix to 14 percentage points from a quarter earlier. While...
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