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Tuesday 26 November 2024
Nvidia GB200 supply shift fuels breakout growth for Taiwan's tier-2 server makers in 2025
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...
Monday 25 November 2024
Global notebook shipments rise in 3Q24 before decline in 4Q24, says DIGITIMES Research
In the third quarter of 2024, global notebook shipments (excluding detachable models) exceeded expectations, showing a 5.8% growth compared to the previous quarter, but the volumes...
Monday 25 November 2024
Global server shipments up in 3Q24 thanks to major CSPs, but to slip in 4Q24, says DIGITIMES Research
DIGITIMES Research estimates that global server shipments in the third quarter of 2024 grew by 4.3% compared to the previous quarter, surpassing its earlier forecasts, but because...
Monday 25 November 2024
India roundup: Foxconn revises recruitment ads in India after discrimination allegations
Foxconn addresses discriminatory ads and requests neutral recruitment practices. CCI fines Meta US$25.3 million for abusing market dominance in India.
Friday 22 November 2024
HBM memory supply to scale in 2025
With the acceleration of Blackwell mass manufacturing, the capacity of HBM3E will greatly grow. According to industry estimates, after a twofold rise in HBM production in 2024, demand...
Friday 22 November 2024
Nvidia Blackwell shipment acceleration boosts GB200 peripheral chip suppliers
Peripheral chip vendors have received a boost from Nvidia's announcement that it is accelerating shipments for its next-generation Blackwell platform, alleviating earlier concerns...
Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Friday 22 November 2024
Server component makers ready for Nvidia GB200 mass production boom
Nvidia is poised to begin mass production of its GB200 super chip, with founder and CEO Jensen Huang announcing that the supply outlook exceeds expectations and shipments will proceed...
Friday 22 November 2024
PCB, CCL firms gearing up for 2025 AI server boom
Printed circuit board (PCB) and copper-clad laminate (CCL) manufacturers are positioning themselves to capitalize on the growing AI server demand to drive growth momentum in 2025.
Thursday 21 November 2024
Government subsidies drive 4Q24 TV sales with risks of overdrawing future demand
The newest round of subsidies for trade-in programs made by China's government targeting TVs and consumer electronics has effectively boosted LCD TV demand in the fourth quarter,...
Thursday 21 November 2024
Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Wednesday 20 November 2024
FocalTech expects continued growth in TDDI chip sales
The third quarter has historically been a peak season, with robust sales of premium smartphones boosting FocalTech Systems' AMOLED TDDI shipments to continue their upward trend. Meanwhile,...
Wednesday 20 November 2024
China smartphone industry, 3Q 2024

Introduction

Tuesday 19 November 2024
India's wearable market experiences consecutive shipment declines
India, once the world's fastest-growing wearable market, saw a substantial fall in shipments for two quarters in a row as vendors reduced product launches and maintained cautious...
Tuesday 19 November 2024
Smartphone display panel prices stabilize as TCL reaches global top three
The combination of promotional events like Double Eleventh Day in China and Black Friday sales in Europe and the US, coupled with new smartphone launches in November, has driven a...