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Monday 5 August 2024
TDK sees major gains from AI and smartphone boom, yen depreciation boosts profits
The launch of generative AI-capable devices and a significant increase in smartphone replacements have led to substantial growth in TDK's small lithium-ion battery segment. Moreover,...
Monday 5 August 2024
Samsung's mobile division sees profit decline in 2Q24 amid rising material costs
Samsung Electronics has released its financial report for the second quarter of 2024, revealing that its Mobile Experience (MX) division, despite showing improved revenue compared...
Monday 5 August 2024
Apple faces tough road ahead in China despite growing revenue
Apple announced stellar results for the second quarter of 2024, with record-high revenue fueled by strong sales of iPads, PCs, and services. However, the company's performance in...
Monday 5 August 2024
What went wrong with Intel? Its backyard is on fire
Intel's recent announcement to cut 15% of its workforce (approximately 15,000 employees) and reduce capital expenditures to save US$10 billion may undermine its goal of reclaiming...
Friday 2 August 2024
Transcend expects rising demands for memories in 2H24
Transcend Information reported consolidated revenue of NT$2.33 billion (US$71.05 million) for the second quarter of 2024, a 14.7% decrease from the previous quarter and a 5.6% decrease...
Friday 2 August 2024
GUTC leverages Fab 4.0 expertise to solve chip industry pain points
Aided by its outstanding capabilities in building Fab 4.0 smart factories, Grade Upon Technology Corp (GUTC) has successfully penetrated the supply chains of leading wafer foundries...
Friday 2 August 2024
Rising demand for AI smartphones boosts Silicon Motion's Revenue above expectations in 2Q24
Silicon Motion Technology has reported revenues exceeding the top margin of its guidance, with gross margins also hitting the ceiling of its expectation range for the second quarter...
Friday 2 August 2024
AUO charts new course: Focusing on smart mobility and vertical solutions beyond displays
Taiwanese panel giant AUO is undergoing a significant transformation to diversify its business and reduce reliance on the cyclical display panel market. The company is focusing on...
Friday 2 August 2024
AMD boosts AI data center GPU revenue forecast to US$4.5 billion amid surging demand
AMD has further raised its full-year revenue forecast for AI data center GPUs to US$4.5 billion, underscoring the surging demand for computing power driven by generative AI. The chipmaker...
Friday 2 August 2024
Delta to start shipping AI server liquid cooling products in 3Q
At a recent earnings conference, Ping Zheng, CEO of Delta Electronics, announced that the company's AI server liquid cooling products will start shipping in the third quarter.
Friday 2 August 2024
Apple faces challenges in China, with revenue impacted by strong dollar
Apple's performance in the past quarter was impacted by a strong dollar, with the Chinese market continuing to pose significant challenges. Additionally, the company offered limited...
Friday 2 August 2024
Intel announces cost reduction plan, expects to reduce tile production outsourcing to TSMC in 2026
Intel has unveiled a cost reduction plan involving significant layoffs, substantial cuts in operating expenses, and a sharp reduction in capital expenditures (capex). The announcement...
Friday 2 August 2024
Amazon to ramp up capex for AWS and AI
Amazon's AWS division continued to gain momentum despite reporting lower-than-expected revenue. The company plans to boost its capital expenditures to accommodate the growing demand...
Thursday 1 August 2024
LandMark projects 3Q24 growth from silicon photonics surge for AI, data center apps
Epitaxial wafer manufacturer LandMark Optoelectronics expects its product mix improvement to drive revenue and profit growth in the third quarter, as US silicon photonics customers...
Thursday 1 August 2024
CWE, CWTC drive growth through panel-level packaging and miniLED solutions
Chang Wah Electromaterials (CWE), a Taiwanese supplier of semiconductor and electronics materials and equipment, is transitioning from 12-inch wafer-level packaging to panel-level...
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