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Friday 15 November 2024
China smartphone AP shipments, 3Q 2024

Introduction

Friday 15 November 2024
Taiwan IC design houses remain optimistic despite trade and war tensions
Taiwan-based IC design houses remain optimistic despite concerns about trade disputes potentially escalating following Donald Trump's win in the US presidential election. Two of the...
Thursday 14 November 2024
AOpen gains record profits in 3Q24
Acer subsidiary AOpen achieved its highest profits in 22 years during the third quarter of 2024. The company attributes this growth to long-term efforts in various markets and customer...
Thursday 14 November 2024
Pegatron substantially expands server operations for 2025
Pegatron is poised to expand its server operations significantly, with initial results from its automotive and server businesses expected to materialize in 2025. Despite being a relative...
Thursday 14 November 2024
Chinese MCU firms see demand recovery, optimistic about 2024 sales results
Chinese microcontroller unit (MCU) firms have observed a resurgence in demand and expressed optimism about their full-year 2024 sales results. Several Chinese MCU firms have reported...
Wednesday 13 November 2024
AI servers power ODM revenue hike as Quanta, Wiwynn lead pack amid sluggish PC market
AI servers are proving to be a vital revenue driver for major ODMs. Quanta's October revenue surged to NT$135.9 billion (approx. US$4.24 billion), setting a new record for the period...
Wednesday 13 November 2024
Compal's 2024 first-three-quarters profit surpasses full-year 2023
On November 12, Compal released its third-quarter financial report, showing revenue growth in PCs, wearables, and automotive electronics from the prior quarter, with other product...
Wednesday 13 November 2024
GIS expands fingerprint recognition market in 2025 amid industry's moderate growth in second half of 2024
Touch panel manufacturer GIS has faced significant operational challenges in 2024. Despite a rebound in consolidated revenue during the third quarter, the company's product mix resulted...
Wednesday 13 November 2024
Chinese fab toolmakers invest more in R&D amidst domestic replacement wave
Leading Chinese semiconductor equipment manufacturers, including ACM Research (Shanghai), AMEC, and Naura, have boosted their R&D investments to accelerate the development of...
Tuesday 12 November 2024
Global server market, 3Q 2024

Introduction

Tuesday 12 November 2024
Asus expects sequential revenue decline in 4Q24 despite Black Myth boost
On November 8, 2024, Asus held its financial briefing for the third quarter, reporting a significant boost in gaming notebook sales in the Chinese market, driven by the popularity...
Tuesday 12 November 2024
Weltrend sees AI server demand driving growth in 4Q24
Weltrend Semiconductor, a specialist in USB power delivery (PD) controller chips, anticipates strong AI server demand to drive its shipment performance in the fourth quarter of 202...
Tuesday 12 November 2024
Will ZT, Supermicro lose AI server orders? Experts say order transfer not easy
Recent negative media coverage of US AI server companies ZT and Supermicro, both Nvidia clients, has raised supply chain concerns. Sources suggest that transferring AI server orders...
Tuesday 12 November 2024
Five key impacts of TSMC's 7nm AI chip sales halt to China
TSMC has reportedly notified Chinese customers that shipments of AI-related chips made with 7nm or below processes will be halted. Additionally, any AI chip projects initiated after...
Monday 11 November 2024
Gudeng Precision marks 2 years of profit growth, expands capacity and advances processes
Gudeng Precision, a key player in the semiconductor foundry supply chain, reported an October 2024 consolidated revenue of NT$389 million (approx. US$12.16 million). Cumulative revenue...
Holtek
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