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Monday 18 November 2024
Global display panel market to hit US$118 billion in 2024, driven by OLED and AI
As AI technology advances, demand for electronic product upgrades is boosting panel shipments, with OLED adoption and niche applications driving growth in the display industry. The...
Monday 18 November 2024
Nvidia's Blackwell rack design reportedly faces overheating, potentially delaying shipments
Nvidia's upcoming Blackwell GPUs, already delayed to market, are reportedly facing severe overheating issues in high-capacity server racks, raising concerns over deployment timelin...
Monday 18 November 2024
Silicon wafer shipments rise in 3Q24, says SEMI
Global silicon wafer shipments showed positive growth in both sequential and annual comparisons for the third quarter of 2024, according to SEMI.
Monday 18 November 2024
Quanta's 3Q24 profit hits record highs, boosted by AI servers and FX gains
Quanta has capitalized on surging AI demand, achieving record-breaking revenue and profit in the third quarter of 2024. Revenue soared nearly 50% compared to the same period last...
Monday 18 November 2024
iPhone breaks record quarterly shipments in India in 3Q24
Smartphone vendors in India recorded a 5.6% shipment growth in the third quarter of 2024, with the iPhone reaching a record shipment of four million units. However, overall smartphone...
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

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