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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...
Wednesday 2 October 2024
LGD faces 3Q24 losses, but eyes turnaround in 4Q with OLED shipments for iPhone 16 series
LG Display (LGD) is expected to report losses in the third quarter of 2024, driven by sluggish IT OLED sales, rising raw material costs, and the depreciation of the Korean won against...
Wednesday 2 October 2024
iPhone 16 series faces fierce competition as Samsung and Xiaomi deliver counterpunches
Despite mixed reviews globally for Apple's iPhone 16 series, strong support from telecom companies, retail distributors, and e-commerce platforms has driven sales of the iPhone 16...
Wednesday 2 October 2024
Foxconn to kick off shipments for new-gen AI servers in 4Q24
Hon Hai Technology Group (Foxconn) reaffirmed on October 1 that its next-generation AI servers will begin shipping in the fourth quarter of 2024, with production models on display...
Tuesday 1 October 2024
Excellence Opto targets double-digit growth in 2025 with Mexico plant launch
Excellence Opto. Inc. (EOI) has returned to profitability in the first half of 2024, driven by a 110% utilization rate at its Taiwan and China plants. The company is preparing for...
Tuesday 1 October 2024
Peripheral chips to experience fast growth in 2025 due to AI server demand
Business opportunities for peripheral chips can only advance further when AI servers become more popularized. The industry believes that the first wave of growth may occur in 2025.
Tuesday 1 October 2024
Micron sees explosive AI PC growth, customers stockpile memory inventories
Micron CEO Sanjay Mehrotra recently shared insights into the AI-powered PC market from a memory provider's perspective during the company's latest earnings call. He highlighted the...
Tuesday 1 October 2024
Venture capitalist joins Unisoc board
A Chinese venture capital heavyweight Datong Chen has been appointed to the board of directors of China-based IC design company Unisoc. Chen, chairman of Investment Committee, Hua...
Tuesday 1 October 2024
Systems manufacturers prepping for Blackwell shipments in late 4Q24
AI server shipments are projected to increase in the fourth quarter of 2024, driven by improved supply of Nvidia's H-series chips. This segment may become the sole product from Taiwan's...
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