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Monday 11 November 2024
South Korean OLED TV panel shipments forecast to jump in 2024
South Korean media TheElec reports, citing Sigmaintell data, that OLED TV panel shipments are set to reach 6.48 million units in 2024, representing a 22% increase from the...
Monday 11 November 2024
Adata aims for NT$40 billion in annual revenue, poised to achieve second-highest record
Adata reported October 2024 revenue of NT$34.1 billion (approx. US$1.06 billion), driven by increased DRAM shipments. The company is nearing its 2023 revenue performance and targets...
Friday 8 November 2024
Taiwan notebooks, 3Q 2024

Introduction

Friday 8 November 2024
SMIC aims to capture one-ninth of global chip market amid Chinese import substitution
Following the release of its third-quarter financial results, SMIC co-CEO Haijun Zhao expects price competition to persist and aims to capture one-ninth of global semiconductor ord...
Thursday 7 November 2024
MacBook Air upgrades to 16 GB RAM, matching AI PC standards
Apple has unveiled the new MacBook Pro featuring the M4 processor. While the MacBook Air did not receive a processor upgrade, it now comes with 16GB of memory. This update brings...
Wednesday 6 November 2024
Inventec expects double-digit sequential growth in server revenue
Inventec expects its server revenue to surpass initial projections for the fourth quarter of 2024, driven by robust H20 and H100 shipments. Despite declining notebook deliveries,...
Wednesday 6 November 2024
GlobalWafers' profit slumps through 3Q24; CEO expects 90%+ utilization for 12-inch wafers
High client inventory levels and slower clearance rates contributed to a slowdown in GlobalWafers' silicon wafer shipments for 2024, resulting in a 38.9% drop in after-tax profit...
Wednesday 6 November 2024
GF faces penalties for shipments to SJS despite SMIC, JCET divesting stakes
The US Department of Commerce's Bureau of Industry and Security (BIS) announced on November 1 that GlobalFoundries (GF), a US semiconductor foundry, has been fined US$500,000 for...
Wednesday 6 November 2024
BenQ Materials initiates Micro LED shipments, projects 2025 panel supply and demand to align with 2024
The polarizer market continues to face oversupply pressures, limiting average selling price (ASP) growth. BenQ Materials has strengthened its portfolio with high-value products, including...
Wednesday 6 November 2024
Mature process fab capacity stays oversupplied; VIS sees price war ease but pressure remains
Vanguard International Semiconductor (VIS) reports that while price competition has diminished, market competition pressure persists due to continued mature process fabrication capacity...
Tuesday 5 November 2024
Is the iPhone 16 selling well? Foxconn's record October revenue offers initial clues
The sales performance of Apple's iPhone 16 series has garnered mixed reviews since its launch. However, the benefits generated during the initial phase of the product release cannot...
Tuesday 5 November 2024
RichWave sees growing momentum in Wi-Fi 7, but margin erosion persists
RichWave Technology reported a decline in revenue and gross margin. While Wi-Fi 7 is growing, the rapid decline of Wi-Fi 5 and price competition in the Chinese market are concerns...
Tuesday 5 November 2024
PC firms see seasonality, US election impact 1H25 sales
Seasonality is anticipated to impact PC sales in the first half of 2025, with the outcome of the upcoming US presidential election expected to send ripples into the industry, according...
Tuesday 5 November 2024
New iPhone sales in China are challenging to penetrate
Apple's initial sales of the iPhone 16 this year have surpassed those of the iPhone 15 in 2023, leading to better-than-expected performance in Apple's third-quarter financial report...
Monday 4 November 2024
US fines GlobalFoundries US$500,000 for wafer shipments to Entity List
The US imposed a US$500,000 in mitigated penalty against GlobalFoundries for shipments of semiconductors to entity-listed Chinese firms as the US works to close sanctions loopholes...
Colder Products Company
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