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Tuesday 7 January 2025
GIS showcases smart automotive displays at CES as December tablet shipments rebound
Panel manufacturer GIS is set to unveil cutting-edge technologies in smart automotive displays and near-eye displays at CES. Key highlights include head-up displays (HUD), low-reflection...
Monday 6 January 2025
Foxconn reports record revenue in 2024, driven by AI product demand and GB200 shipments
Foxconn reported a record revenue of NT$654.825 billion (approx. US$19.91 billion) in December 2024, thanks to the initial shipments of GB200-related products. This boost contributed...
Monday 6 January 2025
AI servers demand helps ODMs weather 1Q25 slowdown
Most server ODMs are projecting substantial growth in AI server shipments by early 2025, driven by optimism around AI-related demand and bolstered by Nvidia's upcoming Blackwell GPU...
Friday 3 January 2025
AI and semiconductors drive global industrial growth in 2025
Despite ongoing geopolitical tensions and global economic policies impacting the electronics industry as the new year begins, demand for semiconductors, AI servers, and related components...
Friday 3 January 2025
Motherboard and graphics card makers embrace AI server boom
Taiwan's major motherboard and graphics card manufacturers are capitalizing on opportunities in the AI server sector, with projected operational growth in 2025, according to industry...
Friday 3 January 2025
Quanta gearing up for AI supercomputer shipments
Quanta Computer is positioned to maintain its leadership in the AI sector, according to Barry Lam, chairman of the Taiwan-based ODM company. Building on AI advancements, he expects...
Monday 30 December 2024
GB200 NVL shipments expected to accelerate amid KYEC's capex increase
According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks...
Monday 30 December 2024
Notebook shipment update, November 2024

Introduction

Friday 27 December 2024
Taiwan annual smartphone shipments hit 5 million as Android gains ground
As 2024 draws to a close, Taiwan's annual smartphone shipments show modest but steady growth. Despite challenges such as high inflation, extended upgrade cycles, and a saturated market,...
Thursday 26 December 2024
Samsung to reportedly slash 2025 foldable phone targets amid weak Galaxy Z6 sales
Samsung Electronics (Samsung) plans to boost shipments of its Galaxy S series in 2025 while scaling back targets for the Galaxy Z series, as the company shifts focus to its flagship...
Wednesday 25 December 2024
Sony Semiconductor doubles image sensor shipments to 20 billion, builds new facility in Kumamoto
A report by Nikkei Asia reveals that Sony Semiconductor Manufacturing, operating mainly from four factories in Kyushu, Japan, has shipped over 20 billion image sensors. To...
Tuesday 24 December 2024
SK Hynix clinches major HBM deal with Broadcom
As Broadcom strengthens its position in AI chip development through partnerships with industry giants like Apple and Google, the company has now secured a significant high-bandwidth...
Friday 20 December 2024
Foxconn quashes delay rumors: GB200 NVL72 server shipments set for 4Q24
Despite market speculations about potential delays in Nvidia's GB200 NVL72 series server shipments, industry sources confirm that Foxconn Technology (Hon Hai) is maintaining its original...
Friday 20 December 2024
AmTRAN pivots to AI displays amid operational recovery in 2024
AmTRAN's operational performance showed marked improvement throughout 2024, with the company announcing plans to expand into AI-enabled display products. While maintaining its core...
Friday 20 December 2024
Global smartphones, 3Q 2024

Introduction