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Thursday 31 October 2024
Liteon sees strong 4Q24 as next-gen AI server shipments begin
Liteon Technology will continue to focus on AI servers, green energy, and high-performance infrastructure, with the company planning shipments of 33kW power shelves for next-generation...
Thursday 31 October 2024
Alphabet's AI investments accelerate GCP growth in 3Q24
Alphabet released its financial results for the third quarter of 2024 on October 29, showing accelerated growth in Google Cloud, indicating that the company's long-term investment...
Thursday 31 October 2024
Former Samsung talent flock back to SK Hynix amidst shattering profit records
SK Hynix has demonstrated impressive performance, attracting former employees who had moved to Samsung Electronics (Samsung) back to its ranks. South Korean media analysis indicates...
Thursday 31 October 2024
Microsoft reports strong cloud-driven results, aggressively acquiring Blackwell chips to stay ahead
Microsoft reported robust financial results for the first quarter of fiscal year 2025, with revenue reaching US$65.59 billion, primarily driven by its cloud business. Azure demonstrated...
Thursday 31 October 2024
UMC sees falling fab utilization and gross margin in 4Q24
Pure-play foundry United Microelectronics (UMC) anticipates a decline in both its fab utilization rate and gross margin in the fourth quarter of 2024, and has lowered its capital...
Wednesday 30 October 2024
Hon Precision secures orders from top US CSPs, riding the CoWoS growth wave
Hon Precision, Inc. (HPI), based in Taiwan, will be listed on the Emerging Stock Board (ESB) on October 31. The company, which specializes in backend semiconductor test handlers and...
Wednesday 30 October 2024
Macronix chairman doubts 2025 demand recovery but better than 2024
Macronix International, a mask ROM and flash memory chipmaker, expects its operations to improve in 2025 compared to this year, but demand will not fully recover, according to company...
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
CIS packaging firm Tong Hsing projects seasonal decline in 4Q24, cautious growth outlook for 2025
The semiconductor packaging specialist and Yaego Group affiliate Tong Hsing Electronics reported that seasonal patterns in 2024 have differed from previous years, with revenue remaining...
Wednesday 30 October 2024
Diode maker Eris expects market visibility to improve in 2Q25
Due to inventory adjustments, ongoing wars, and the macroeconomic situation, uncertainties in the global automotive and industrial control markets may persist until the second quarter...
Wednesday 30 October 2024
Yageo sees demand growth for AI, challenges for industrial control devices
Yageo, a maker of passive components, remains optimistic about AI demand but expresses caution regarding the demand for industrial control applications. The company anticipates a...
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,...
Wednesday 30 October 2024
PTI leverages FOPLP and HBM momentum as AI revenue share grows
Powertech Technology (PTI), a backend service provider, anticipates that orders for AI device applications will constitute a larger portion of the company's revenue. This is attributed...
Wednesday 30 October 2024
Undaunted by AI rivals, Alphabet's core businesses hold strong amid growing competition
When tech giants and startups are leveraging AI to challenge Alphabet's dominance in various areas, the company's latest results show its core businesses remain resilient against...
Wednesday 30 October 2024
AMD revises MI300 series sales upward to US$5 billion in 2024
During the latest earnings call, AMD once again raised its sales outlook for its AI accelerators, though the growth was not as high as investors had anticipated.
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