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Monday 12 August 2024
ODMs issue bonds to finance costly AI servers
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
Monday 12 August 2024
Wistron ITS seeks new cloud clients in SEA, US as China auto market stalls

Wistron ITS (WITS), a Wistron Group subsidiary specializing in software and technology consulting services, is shifting its focus to serve new clients in the cloud computing...

Monday 12 August 2024
AI servers boost Inventec, Wistron July sales
Robust AI server demand boosted sales performance for ODMs including Inventec and Wistron in July 2024.
Monday 12 August 2024
Intel's market value nears OpenAI's following series of missed AI investment opportunities
Intel, a tech giant already struggling in the AI race, has seen its recent operational performance falter and its market value plummet to a level startlingly close to that of OpenAI...
Friday 9 August 2024
TSMC shatters records with July surge fueled by Apple, Intel, and Nvidia orders
TSMC demonstrated strong growth momentum in July 2024 amidst the slow recovery of the semiconductor market.
Friday 9 August 2024
Consumer electronics peak season boosts AmTRAN's 3Q performance outlook
Driven by higher consumer electronics demand and foreign exchange gains, AmTRAN achieved profitability for the fourth quarter. The company anticipates continued growth due to rising...
Friday 9 August 2024
Supermicro targets revenue surge to US$30 billion in 2025
Supermicro's fiscal year revenue surged 110% by the end of June 2024, hitting nearly US$15 billion.
Friday 9 August 2024
Chang Wah Electromaterials appoints new CEO as subsidiary CWTC announces major US$100M expansion in Malaysia
Chang Wah Electromaterials Inc. (CWE), a leading semiconductor materials and distribution company based in Taiwan, recently held a board meeting where the promotion of General Manager...
Friday 9 August 2024
Qisda's forecasts revenue growth as inventory adjustments gradually stabilize
At Qisda's earnings call on August 7, Chairman and CEO Peter Chen announced that the company expects revenue and profits to rise quarterly in 2024. While the first half of the year...
Friday 9 August 2024
TSMC posts over 20% revenue surge in July
TSMC has reported revenue of NT$256.95 billion (US$7.94 billion) for July 2024, up 23.6% sequentially and 44.7% year over year.
Friday 9 August 2024
I-Chiun targets AI server market with advanced heat spreaders, expects orders to double by 2H25
Taiwan-based I-Chiun Precision Industry has entered the AI supply chain with heat spreaders and is poised to ramp up shipments of new heat dissipation solutions in the second half...
Friday 9 August 2024
India expected to see single-digit shipment growth in smartphones in festive season
As India approaches its annual festive season, which usually represents a substantial share of its smartphone sales, consultancies do not expect strong performance in 2024. While...
Friday 9 August 2024
Samsung denies HBM3E testing success amid industry projections of quadrupled revenue by late 2024
Samsung Electronics has clarified to DIGITIMES that testing of its 5G high-bandwidth memory (HBM3E) is still ongoing, despite recent reports suggesting successful completion...
Friday 9 August 2024
Taiwan memory chipmakers post mixed July sales
DRAM chipmaker Nanya Technology and Winbond Electronics, a maker of specialty DRAM and flash memory, both saw their July revenue decrease by 18.4% and nearly 4%, respectively, compared...
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