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Tuesday 13 August 2024
AI server manufacturers' gross margins vary by business model
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...
Monday 12 August 2024
ODMs issue bonds to finance costly AI servers
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...
Monday 12 August 2024
Non-a-Si panels to gain prominence in automotive displays throughout 2024-2029, according to DIGITIMES Research
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...
Monday 12 August 2024
AI servers boost Inventec, Wistron July sales
Robust AI server demand boosted sales performance for ODMs including Inventec and Wistron in July 2024.
Monday 12 August 2024
OLED iPad supply chain shift: LGD expands as SDC rumored to scale back
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...
Monday 12 August 2024
India's wearables shipments fall for the first time
India's wearables market, previously on a rapid growth trajectory, has recently experienced its first-ever decline in shipments. This downturn is largely attributed to a price war...
Friday 9 August 2024
Consumer electronics peak season boosts AmTRAN's 3Q performance outlook
Driven by higher consumer electronics demand and foreign exchange gains, AmTRAN achieved profitability for the fourth quarter. The company anticipates continued growth due to rising...
Friday 9 August 2024
I-Chiun targets AI server market with advanced heat spreaders, expects orders to double by 2H25
Taiwan-based I-Chiun Precision Industry has entered the AI supply chain with heat spreaders and is poised to ramp up shipments of new heat dissipation solutions in the second half...
Friday 9 August 2024
India expected to see single-digit shipment growth in smartphones in festive season
As India approaches its annual festive season, which usually represents a substantial share of its smartphone sales, consultancies do not expect strong performance in 2024. While...
Friday 9 August 2024
Global notebook shipments to experience only minor quarterly growth in 3Q24 and 4Q24, says DIGITIMES Research
With transportation costs rising, notebook brand vendors and channels had suppliers advance shipments ahead of schedule to meet growing demand in the second quarter of 2024, with...
Friday 9 August 2024
Adata optimistic about 2H24 prospects
Memory module house Adata Technology has expressed optimism about its operations in the second half of this year, citing bullish contract prices for memory chips.
Friday 9 August 2024
Taiwan's AI-enhanced smartphone market poised to outpace global growth with telecom partnerships
In Taiwan's market, smartphone distributors anticipate AI-enhanced smartphones will capture 20% of total smartphone shipments this year, surpassing the global average, thanks to strong...
Thursday 8 August 2024
Supermicro promotes liquid cooling servers
The development of liquid cooling continues unabated, despite reports of Nvidia delaying GB200 shipments. Supermicro co-founder and CEO Charles Liang notes that clients have continued...
Wednesday 7 August 2024
AI smartphones drive market growth as lower-end segment stalls
AI smartphones have gained popularity among consumers, becoming a major driving force behind the overall mobile phone shipments in 2024. However, persistently stagnant demand for...
Wednesday 7 August 2024
Novatek forecasts Q3 growth amid iPhone demand, warns of looming geopolitical uncertainties
Novatek Microelectronics anticipates increased revenue in the third quarter, driven primarily by growing smartphone demand, particularly for iPhones. However, the electronics industry...