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Monday 14 October 2024
Panel industry in 3Q24 underperforms as AUO and Innolux face challenges
In the third quarter of 2024, although both leading companies in the panel industry- AUO and Innolux- admitted an underperformance in the third quarter, the scopes of their revenues...
Wednesday 9 October 2024
China's insistence on local chip usage; release of Ascend 910C muddles Nvidia's future
Rumors suggest the Chinese government is encouraging local companies to prioritize domestic artificial intelligence (AI) processor brands over Nvidia's products. If this informal...
Wednesday 9 October 2024
AUO and SAS team up to power Taiwan's solar market surge
AUO and Sino-American Silicon Products (SAS) have collaborated to launch large-format, double-glass, bifacial solar modules with high-efficiency output, successfully securing the...
Wednesday 9 October 2024
Realtek posts flat revenue growth in 3Q24
IC design house Realtek Semiconductor has reported almost flat sequential revenue growth in the third quarter of 2024, with network IC shipment growth outpacing that of PC peripheral...
Wednesday 9 October 2024
AmTRAN surpasses 2024 shipment targets as "China+1" strategy boosts orders
2024, a year of major sports events, has given the television industry high expectations for sales numbers. However, overall television sales this year have not shown significant...
Wednesday 9 October 2024
Memory module houses to expand supply to PC OEMs with low-cost inventory
Leading memory module manufacturers are looking to expand their supply to PC OEM customers to offload low-cost inventory, according to industry sources.
Wednesday 9 October 2024
PC chip demand peaks early in 2024, suppliers face declining sales
PC chip demand has already passed its peak for 2024, and suppliers' sales already started declining in September with little hope of a seasonal uptick during the fourth quarter, according...
Wednesday 9 October 2024
Strong AI server demand to drive Taiwan ODMs growth in 4Q24
Increased shipments and new product launches from AI chip leaders such as Nvidia and AMD have driven a surge in September sales for AI server ODMs.
Tuesday 8 October 2024
Macronix on track for growth in 2H24
Macronix International, a maker of mask ROM and flash memory, is expected to resume growing in the second half of this year after experiencing a 20% sequential revenue increase in...
Monday 7 October 2024
AI chip market outlook 2023-2028: Insights from demand and supply perspectives
The release of Generative AI has rapidly ignited a global frenzy. While developing large language models (LLMs) is crucial, the real game-changer is executing AI inference tasks on...
Monday 7 October 2024
Rise of cloud and edge AI applications paves way for new semiconductor opportunities; wafer foundries become crucial, says DIGITIMES Research
The rapid development of the global generative AI market is driving unprecedented transformation in the semiconductor industry. DIGITIMES Research's latest AI Chips Special Report...
Monday 7 October 2024
Foxconn September sales grow thanks to iPhone and AI servers
Foxconn's September revenue reached NT$733.024 billion (approx. US$22.91 billion), marking a 33.69% increase quarter-over-quarter and a 10.94% rise year-over-year. This strong performance...
Thursday 3 October 2024
Taiwan wafer foundry industry expected to go up 18% sequentially in 2H24, says DIGITIMES Research
Boosted by short-term orders in the electronics supply chain and shipments of AI and high-performance computing (HPC) chips, Taiwan's wafer foundry industry posted better-than-expected...
Thursday 3 October 2024
Unisoc tops CNY13 billion revenue, secures top 10 global IC design houses spot
During the 3rd GMIF 2024 Innovation Summit in Shenzhen on September 27, Unisoc's executive vice president, Dr. Luke Liu, announced that despite a 3.2% year-over-year decline in global...
Thursday 3 October 2024
Mobile GenAI market faces growth hurdles despite 2% smartphone shipment boost in 2024
Global mobile phone shipments are expected to grow by approximately 2% in 2024, driven by the integration of generative AI technologies. However, industry experts caution that significant...
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