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Thursday 29 August 2024
Cloud capex expected to remain strong despite Nvidia's slowing data center growth
Despite delivering a strong performance that exceeded estimates, Nvidia's guidance fell short of the lofty expectations held by those anticipating an unabated AI boom. Analysts believe...
Thursday 29 August 2024
Nvidia confirms Blackwell mask change for improved yields, mass production expected by end of 2024
Amid speculation about potential shipment delays for Blackwell, Nvidia has confirmed making minor adjustments to the GPU mask and now anticipates shipments to begin in the fourth...
Wednesday 28 August 2024
Nvidia's upcoming results expected to surpass expectation
Nvidia will release its fiscal second-quarter financial results on August 28. The market has high expectations for the company, anticipating revenue and gross margin figures to exceed...
Wednesday 28 August 2024
Apple's 2H24 production ramp-up gradually resumes as touchscreen supply chain stabilizes
Affected by market destocking adjustments, Apple's operations continue to show lackluster performance as the peak season for 2024 is delayed. Recently, the supply chain has reported...
Wednesday 28 August 2024
TASC expands SiC and GaN operations, eyeing significant revenue boost in 2025
Taiwan-Asia Semiconductor Corp. (TASC), a specialist in sensing and light-emitting devices, is significantly increasing its investment in the wide bandgap power semiconductor market...
Tuesday 27 August 2024
HD Renewable Energy expands into Japan and Australia with green power solutions
HD Renewable Energy (HD) is set to see stronger performance in the second half of 2024, driven by progress in its Southern Taiwan projects. The company, which holds ample land reserves,...
Tuesday 27 August 2024
Hua Hong accelerates 12-inch fab expansion, aims to boost overseas orders by 2025
Hua Hong Group, one of China's two major semiconductor foundries, trails behind Chinese industry leader SMIC in terms of both capacity and market share, holding a global market share...
Tuesday 27 August 2024
China-based OSAT major delivers strong performance in 1H24
JCET, a leading Chinese semiconductor packaging and testing services provider, has announced impressive financial performance for the first half of 2024. The company reported a significant...
Monday 26 August 2024
Automotive component suppliers thrive despite market downturn
Despite a recent downturn in the overall automotive market, suppliers of automotive components have reported a rise in revenue. This trend is particularly pronounced in the automotive...
Monday 26 August 2024
Hiwin leverages component expertise, targets custom AI robot market
Leading transmission component manufacturer Hiwin is looking to utilize its advantage in key components to venture into customized AI robots.
Friday 23 August 2024
Lite-On advances liquid-cooling solution shipments and AI server power supplies amid GB200 delays
Amid concerns in the AI server supply chain regarding Nvidia's delayed GB200 shipments, Lite-On Technology reports that its clients are continuing product testing, and shipments can...
Friday 23 August 2024
Singtex's new eco-friendly dyeing plant set to drive revenue growth
Taiwan's Singtex Industrial, known for its commitment to supplying eco-friendly functional textiles, is gearing up for mass production at its newly constructed high-precision dyeing...
Friday 23 August 2024
Repon becomes server slide provider for GB200
Repon has announced its approval as a recommended vendor for Nvidia's GB200 AI server slides. The company anticipates beginning mass production in the third quarter, with shipments...
Friday 23 August 2024
Apple supplier Pegatron's 2Q24 profit top 9-quarter high
Pegatron's modest growth in its core business, coupled with a significant external gain of NT$2.1 billion (approximately US$67.5 million) from Luxshare Precision's acquisition of...
Friday 23 August 2024
Network solutions to drive growth for IT equipment maker Hauman in 2024
Taiwanese IT and semiconductor equipment maker Hauman Technologies expects record revenue from its IT network division in 2024, driven by increasing demand for digital transformation...
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