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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...
Friday 23 August 2024
Key Ware forecasts strong recovery in 2H24 amid PCB supply chain shift to Thailand
Key Ware, a leading manufacturer of PCB drilling equipment, anticipates a strong turnaround in the second half of 2024, driven by increasing demand in Artificial Intelligence (AI),...
Friday 23 August 2024
EZconn sets record gross margin as AI demand fuels optical communication growth
Benefiting from the surge in AI server demand, optical communication manufacturer EZconn has joined the growth wave. In the first half of 2024, its consolidated revenue reached NT$2.268...
Friday 23 August 2024
TSMC 3/5nm nodes poised to generate over NT$1 trillion in revenue by 3Q24
TSMC is likely to see its 3nm and 5nm nodes generate more than NT$1 trillion (US$31.02 billion) in total revenue in the first three quarters of this year, as the foundry house's sales...
Thursday 22 August 2024
Equipment manufacturers expanding from PCB to high profitability industries, primarily semiconductors
Taiwanese PCB manufacturers are expected to see demand improve in 2024.
Thursday 22 August 2024
Global foundry revenue rises on AI demand
The global foundry industry's revenue grew about 9% sequentially and 23% year on year in the second quarter of 2024, according to Counterpoint Research. The sequential growth was...
Thursday 22 August 2024
Foxconn navigates complex AI server trading models to maximize profitability
Despite rumors of shipment delays for Nvidia's new-generation AI chips, the demand for AI servers remains strong. For contract manufacturers like Foxconn, the challenge lies in maximizing...
Thursday 22 August 2024
AI server advancements propel liquid cooling innovation while fans remain essential
The emergence of AI servers is driving advancements in liquid cooling technology, yet fans remain crucial in both water and immersion cooling systems. The value of fans for NVL 72...
Thursday 22 August 2024
Innodisk sees over 20% revenue from AI; revenue and profit to increase in 2H24
With the increasing implementation and demand for edge AI applications, DRAM manufacturer Innodisk stated that its edge AI projects have been progressing smoothly with AIoT-related...
Thursday 22 August 2024
Cheng Mei adopts cautious outlook amid uncertain panel demand in 3Q24
Cheng Mei Materials, a leading polarizer manufacturer, has reported weaker-than-expected panel demand for the third quarter. With the possibility of China adjusting its production...
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