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Thursday 17 October 2024
ASML's plunging net bookings highlight Intel and Samsung's investment struggles, says DIGITIMES Research
ASML's latest financial report reveals a significant year-over-year decline in net bookings, exceeding 50% sequentially. The company has also revised its 2025 revenue guidance downward...
Wednesday 16 October 2024
Largan reportedly to address iPhone 16 shipment concerns at October 17 earnings call
As the second wave of iPhone 16 shipments begins, supply chain sources report that sales have underperformed. Apple's 2024 strategy centered on Apple Intelligence, but key features...
Tuesday 15 October 2024
IC distributor Macnica Anstek sees end-market demand pick up
Taiwan-based IC distributor Macnica Anstek has experienced a significant increase in order and shipment volume for its main distribution lines, driving sales performance in the third...
Tuesday 15 October 2024
Small and medium-sized panel makers outperform in 3Q24, HannStar sees 50%+ revenue growth
Large-sized panel manufacturers faced challenges in the third quarter of 2024 due to early pull-in from clients in the first half of the year. However, small and medium-sized panel...
Monday 14 October 2024
Coretronic expects lower October shipments due to fewer workdays despite 3Q24 growth
Coretronic announced an unaudited monthly consolidated revenue of NT$3.435 billion (approx. US$106 million) for September 2024, marking a 5% decrease from NT$3.627 billion in August...
Monday 14 October 2024
ROE revamps strategy with acquisitions, targets growth in 4Q24
Under the leadership of new chairman Yu-Chao Wang, backlight module manufacturer ROE (Radiant Opto-Electronics) has embarked on a series of international acquisitions, signaling a...
Monday 14 October 2024
Notebook market struggles: Compal's flat September sales signal weak demand in peak season
Compal, the world's second-largest notebook ODM, reported flat sales in September, traditionally a peak season for the electronics industry, indicating a lackluster notebook market...
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.
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