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Tuesday 26 November 2024
Samsung's market risks, SK Hynix's fab dependence: Diverging paths to decoupling from China
South Korean media report that SK Hynix and Samsung Electronics have reduced their reliance on China over the past seven quarters. SK Hynix's China revenue dropped from 30% to 24%,...
Tuesday 26 November 2024
MCU firm Padauk pursues cost structure optimization
Although demand visibility in the microcontroller unit (MCU) market is currently low, MCU players like Padauk Technology believe there will be opportunities for growth in 2025, driven...
Tuesday 26 November 2024
Nvidia GB200 supply shift fuels breakout growth for Taiwan's tier-2 server makers in 2025
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...
Tuesday 26 November 2024
Single's Day TV sales revenue outshines volume amid popularity of large-screen TVs
China's government has initiated a new wave of subsidies under the "Trade-In for New" policy for televisions and consumer electronics, effectively boosting TV demand. However, compared...
Tuesday 26 November 2024
Nvidia's AI ambitions seek sovereign boost
Nvidia's recent earnings paint a mixed picture of the AI chip giant's trajectory. While quarterly revenue continued to climb sequentially, annual growth slowed to 70% from 90% in...
Tuesday 26 November 2024
STMicro postpones US$20 billion revenue target to 2030 on auto chip slowdown
STMicroelectronics (STM) has revised its growth targets amid persistent weak demand for chips used in automotive and industrial applications. During its Capital Markets Day in Paris,...
Monday 25 November 2024
Qisda drives growth with resilient risk management and strategic diversification
Taiwan-based Qisda Group, with over 200 affiliated companies, continues to expand its global footprint under its "Grand Fleet Strategy." Chairman and CEO Peter Chen highlighted the...
Monday 25 November 2024
GIS narrows losses, outlines Vietnam expansion and AR/VR ambitions
Touch panel maker GIS posted a net loss of NT$73.86 million (approx. US$2.28 million) for the first three quarters of 2024, a marked improvement from the NT$1.8 billion loss a year...
Monday 25 November 2024
High-value demand boom: AI chips drive Samsung, SK Hynix US 2024 revenue surge
In 2024, Samsung Electronics and SK Hynix saw their US semiconductor revenue surge, driven by robust demand from AI-focused tech firms and data centers. This growth stemmed from increased...
Monday 25 November 2024
Nvidia's decline in gross margin amid Blackwell transition may not affect bigger picture
Nvidia reported a net profit of US$19.3 billion for the third quarter of the fiscal year 2025, marking a remarkable year-over-year increase of 109%. However, the gross margin of 74.6%...
Monday 25 November 2024
Apple India sales hit US$8 billion on strong iPhone sales
According to the Mint, Business Standard, and the Times of India, Tofler cited Apple India's corporate filing with the Registrar of Companies of India,...
Monday 25 November 2024
Qualcomm aims to triple non-mobile revenue by fiscal 2029
At its 2024 Investor Day, Qualcomm unveiled its latest five-year outlook, highlighting growth expectations for automotive and PC sectors as part of its non-mobile market expansion...
Friday 22 November 2024
Shuang Bang upbeat on AI electronics and eco-materials outlook
Shuang Bang Industrial, a specialized maker of synthetic resins and functional fabrics in Taiwan, is optimistic about its 2025 performance. As global inventory levels continue to...
Friday 22 November 2024
ESMT struggles with inventory backlogs, projects weak early 2025 market
Elite Semiconductor Microelectronics Technology Inc. (ESMT) expected a rebound in the memory market in the second half of 2024, driving an increase in wafer production. However, demand...
Friday 22 November 2024
Winstar optimistic about 2025 recovery as industries stabilize supply and demand
Winstar Display, an innovative display solutions provider, has extended its order visibility to the second quarter of 2025. The company has secured significant replenishment 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