Taiwan-based ODMs are cautiously optimistic about consumer electronics product demand in the second half of this year, according to industry sources. While it is unlikely that notebook,...
Smartphone shipments to the Chinese market totaled 71.8 million units in the second quarter of 2024, up 2.6% quarter-on-quarter and 14.4% from a year ago, but the volumes are expected...
Phison Electronics saw enterprise SSD sales expand as a proportion of overall revenue to 14% in the second quarter of 2024 from 5% in the previous quarter.
Cloud GPUs have seen massive growth under the current AI boom, with the annual growth rate of high-end cloud GPUs in 2024 to reach 217% if both supply and demand hold steady, says...
According to sources in the notebook industry, customer orders have not experienced a significant increase, suggesting a potentially sluggish second half of this year. Nevertheless,...
As the consumer electronics market enters its traditional peak season in the latter half of 2024, Taiwan's specialty chemical materials distributor, Topco Technologies Corp, is optimistic...
TPK, a leading panel manufacturer, reported a substantial improvement in its financial performance for the second quarter of 2024. The company narrowed its core business losses to...
DIGITIMES Research released a special report on AI chips on August 14, highlighting the rapid development of the semiconductor market driven by generative AI.
The year 2025 will be a big year for PCs, as a result of Microsoft's termination of support for Windows 10, as well as AI PCs, according to Anthony Peter Bonadero, president of Compal...
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
As major AI server makers release their latest financial reports, gross margins have become a key metric for investors. Supermicro saw a sharp decline in market value after it reported...
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...
Global automotive display shipments are estimated to reach 225 million units in 2024, up 7.8% from a year ago, according to Jason Yang, DIGITIMES Research analyst specializing...
Apple's first OLED iPad will feature panels supplied by LG Display (LGD) and Samsung Display (SDC). However, recent reports indicate a shift in the supply chain dynamics, with SDC...
