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Wednesday 15 January 2025
AI smart glasses shipments to top 20 million units in 2030
After the success of the smart glasses collaboration between Meta and Ray-Ban, AI smart glasses are now seen as a high-growth potential application. DIGITIMES Research projects accelerated...
Tuesday 14 January 2025
China's rumored interference disrupts Apple's India supply chain shift
China's government is reportedly interfering with Apple's efforts to relocate its supply chain, creating significant challenges for manufacturing partner Foxconn in its expansion...
Tuesday 14 January 2025
Oversized TVs dominate CES 2025 amid panel supply concerns
Oversized televisions took center stage at CES 2025, with both Micro LED and Mini LED backlit TVs making a significant impact at the annual technology showcase.
Monday 13 January 2025
TSMC ends partnership with Singapore's PowerAIR over potential Huawei supply
TSMC has terminated its partnership with Singapore's PowerAIR amid a probe into possible US export control violations, potentially involving Huawei. This move highlights the challenges...
Friday 10 January 2025
Innolux reports 2.3% revenue growth in 2024, expands into non-display sectors in 2025
Innolux Corporation reported 2024 consolidated revenue of NT$216.5 billion (US$6.58 billion), marking a 2.3% increase from the previous year, underscoring the company's strategic...
Friday 10 January 2025
Seasonal slum bucked: Inventec reports record December revenue on strong notebook, server demand
Inventec achieved record monthly revenue in December 2024, defying typical seasonal patterns through substantial increases in notebook and server shipments. The unprecedented growth...
Friday 10 January 2025
Force Mos targets AI sector growth with advanced power supply development
Force Mos Technology has completed final testing for its power supplies designed for non-notebook and non-PC applications, with mass production shipments scheduled to begin in the...
Friday 10 January 2025
PA firm Transcom targets military SSPA market with 1H25 shipment ramp-up
Transcom, a provider of military-grade power amplifiers (PA), has disclosed that its revenue for 2024 reached an all-time high. The company's strong sales performance last year was...
Thursday 9 January 2025
Global AI server market and industry trends, 2025
The introduction of generative AI, particularly ChatGPT, has significantly impacted the demand for high-end AI servers worldwide, leading to a noticeable increase in shipments. It...
Thursday 9 January 2025
Chenbro Micom sees record revenue in December, fueled by robust AI demand
In December 2024, Chenbro Micom, a server chassis manufacturer, recorded an all-time high revenue of NTD 16.1 billion (approx. US$490 million), a 33.1% increase from the previous...
Thursday 9 January 2025
Defy expectations: ODM shipments surge in 1Q25 amid pre-Trump inauguration rush
The Original Design Manufacturer (ODM) industry is defying typical first-quarter seasonality in 2025, propelled by robust notebook (NB) shipments and sustained AI server demand. While...
Thursday 9 January 2025
Chinese automakers set ambitious targets amid EV subsidy extension
China's automobile market is poised for significant growth in 2025, bolstered by the continuation of government electric vehicle (EV) purchase subsidy programs aimed at stimulating...
Wednesday 8 January 2025
China's mobile subsidies boost PA supply chain outlook for 1Q25
Chinese government subsidies for mobile devices have sparked optimism among Taiwan's power amplifier (PA) supply chain players, with industry sources expecting a revival in China's...
Wednesday 8 January 2025
Netronix's gross margin is expected to exceed 25% in 2H25, with shipments of color panels as early as 2Q
2024 marked the year of color E-books and a year of prosperity for Netronix, as the company achieved record-breaking annual revenue. Looking ahead to 2025, Netronix predicts a 20%...
Tuesday 7 January 2025
Ennostar's 2024 revenue rebounds, cautious outlook for 1Q25
LED manufacturer Ennostar achieved its third-highest annual revenue of NT$24.39 billion (US$772.5 million) in 2024, representing a year-over-year increase of 9.3%. However, the company...