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Monday 18 November 2024
Chenbro struggles with year-end AI server supply amid surging demand
Corona Chen, CEO and president of server chassis manufacturer Chenbro, expressed concerns about meeting customer demands in November and December, as production capacity is already...
Monday 18 November 2024
China+1 success hinges on logistics optimization, Dimerco says
Amid escalating geopolitical tensions, the electronics industry is actively relocating production, with many companies adopting a "China+1" strategy. These diversification efforts,...
Monday 18 November 2024
AMD hits record server market share in 3Q24 as Intel counters in client PC market
2024 has been a standout year for AMD, fueled by its expansive lineup of EPYC and Ryzen CPUs on the x86 architecture and the introduction of its Zen 5 processors. Mercury Research's...
Monday 18 November 2024
Quanta's 3Q24 profit hits record highs, boosted by AI servers and FX gains
Quanta has capitalized on surging AI demand, achieving record-breaking revenue and profit in the third quarter of 2024. Revenue soared nearly 50% compared to the same period last...
Monday 18 November 2024
Applied Materials projects Chinese sales to stabilize following capex expansion
Applied Materials, a major supplier of chipmaking equipment, has reported weaker-than-expected sales forecasts for the upcoming quarter, indicating that semiconductor companies not...
Friday 15 November 2024
Ledtech expands low-temperature lighting market share by entering low-carbon lighting sector
LED manufacturer Ledtech turned a profit in the first three quarters of 2024, following a reorganization of its business and marketing operations earlier in the year. The company...
Friday 15 November 2024
Walmart's ESL rollout gains momentum as E Ink eyes 2025 surge with Trump's return
With retailers increasingly embracing smart retail solutions, major players are accelerating their adoption of electronic shelf labels (ESL). Walmart launched a significant push to...
Friday 15 November 2024
IntelliEPI eyes return to sales growth in 4Q24
Epitaxial wafer supplier Intelligent Epitaxy Technology (IntelliEPI), which saw its third-quarter revenue decrease 4.5% sequentially, anticipates a return to sales growth in the fourth...
Friday 15 November 2024
Foxconn sees growth in 4Q24, optimistic about 2025
Hon Hai (Foxconn) achieved record-breaking revenue of NT$1.85 trillion (US$56.77 billion) in the third quarter of 2024, while revenue for the first three quarters reached NT$4.7 trillion...
Friday 15 November 2024
Financial resilience key to AI server ODMs amidst booming demand from likes of Nvidia's GB200
Taiwan-based server original design manufacturers (ODMs) anticipate a significant surge in AI server sales by 2025. However, the rapid increase in sales has led to higher accounts...
Friday 15 November 2024
Adata continues dumping inventories until year-end
Memory module manufacturer Adata Technology anticipates memory contract prices will stay stable or see slight declines in the fourth quarter of 2024, with the company continuing to...
Friday 15 November 2024
Foxconn expects AI servers to account for over 50% of server revenue in 2025, but EV targets might be delayed
Hon Hai Precision Industry (Foxconn) held its third quarter online earnings call on November 14, during which chairman Young Liu highlighted record-breaking cumulative revenue, gross...
Friday 15 November 2024
Global PMX presses forward with Mexico expansion, defying industry caution amid EV transition
Global PMX, an automotive component manufacturer, is strengthening investments in Mexico, despite cautious sentiment across the auto and ICT sectors since President-Elect Trump's...
Thursday 14 November 2024
ASML maintains bullish 2030 outlook on AI-driven demand
ASML Holding NV, the Dutch maker of advanced chip-making machines that are critical to global supply chains, reaffirmed its long-term revenue outlook as it bets on an artificial intelligence-driven...
Thursday 14 November 2024
Industrial level digital twin plan: from AI factory to AI solution
"Quality" is the foundation of all manufacturing industries. Companies initiate product plans from their R&D departments, working collaboratively through production teams, suppliers,...
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