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Tuesday 16 July 2024
Transsion rises as China's second-largest smartphone supplier globally in 1Q24
Chinese smartphone vendor Transsion quietly emerged as China's second-largest supplier by global handset shipments, just behind Xiaomi, in the first quarter of 2024.
Tuesday 16 July 2024
Shipping delays and rising costs test auto supply chain, yet Taiwan's auto parts makers show resilience
The automotive supply chain is grappling with persistent shipping delays and escalating freight costs, which have extended delivery times by about two weeks. Despite these challenges,...
Tuesday 16 July 2024
5G stagnation prompts Taiwan telecom giants to pivot towards AI for growth
Four years into Taiwan's 5G era, which began on June 30, 2020, with Chunghwa Telecom's launch, the industry faces a sobering reality. Despite high expectations for 5G to revolutionize...
Tuesday 16 July 2024
Samsung subsidiary Semes eyes HBM market with advanced TCB amid competition
As the market for Thermo Compression Bonding (TCB) equipment diversifies, Semes, a subsidiary of Samsung Electronics and South Korea's leading semiconductor equipment manufacturer,...
Tuesday 16 July 2024
Memory prices to rise at slower pace in 3Q24
DRAM and NAND flash memory prices will continue to rise in the third quarter, albeit at a slower rate than in the first half of this year, as market circumstances improve more, according...
Tuesday 16 July 2024
Moment Semiconductor eyes 50% brand memory business growth in 2024 with AI PC momentum and SEA market entry
Taiwan's memory module vendor Moment Semiconductor expects shipments for consumer devices to improve in the second half of 2024, driven by new applications like AI PCs.
Tuesday 16 July 2024
Surging iPhone shipments reportedly boost Apple sales in India
India has become one of the most promising markets to sustain Apple's growth. The company, facing stiff competition in China, has reportedly seen its sales in India surge by 33% year-on-year...
Tuesday 16 July 2024
PCB shipments for LEO satellites to ramp up
Low Earth orbit (LEO) satellite services are reaching an ever-widening global user base as the space industry becomes increasingly commercialized. SpaceX's Starlink system has gained...
Tuesday 16 July 2024
TSMC to see 2H24 revenue boost from 3nm chip orders
A ramp-up in 3nm chip orders from Intel may serve as a significant catalyst for TSMC's revenue growth in the latter half of 2024, according to industry sources.
Monday 15 July 2024
Sovereign AI global race: can Tsinghua Unigroup secure China's supremacy?
Ever since Nvidia CEO Jensen Huang championed the "Sovereign AI" strategy at the 2024 World Government Summit, global governments have been in a rush to establish their own AI infrastructure...
Monday 15 July 2024
China's NEV sales surge domestically, face challenges abroad
The global electric vehicle (EV) market is experiencing a slowdown, with China's new energy vehicle (NEV)...
Monday 15 July 2024
Xiaomi profits in India fall by 77% amid fresh 10-year plan
Xiaomi's India business faced a significant setback in the 2023 fiscal year, with both revenue and net profit experiencing steep declines. The company is now pinning its hopes on...
Friday 12 July 2024
IC design houses see order visibility from CE sector strengthen
Order visibility from the consumer electronics sector has increased for Taiwan-based IC design houses, according to industry sources.
Friday 12 July 2024
AI server shipments to surge in 2H24 as GPU shortage eases
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
Thursday 11 July 2024
Samsung's microLED TV price reduction strategy to drive cost cuts across supply chain
Samsung is initiating a price reduction strategy for microLED TVs, which has inspired its sole microLED chip supplier, PlayNitride, to feel optimistic about the potential for reducing...