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Thursday 16 November 2023
Semiconductor industry to pick up as early as 3Q24, says Edom
IC distributor Edom Technology expects demand in the semiconductor industry will pick up as early as the third quarter of 2024.
Thursday 16 November 2023
For thermal solution provider Auras, future profits lie in liquid cooling
The emergence of AI has transformed thermal management, says Lin Yu-Sheng, chairman of thermal solution provider Auras. Intel and AMD would keep cooling requirements for their chips...
Wednesday 15 November 2023
Tesla's humanoid robot dream: Could Taiwanese suppliers play a crucial role?
Tesla's unveiling of its humanoid robot prototype after just two years of development has sparked a new era of competition in robotics. Tech giants like Intel, Nvidia, and Meta are...
Wednesday 15 November 2023
With AI servers in high demand, GPU shortage may only ease up in 2Q24
The demand for AI servers is booming, but the supply of Nvidia GPUs is experiencing a severe shortage. During their respective earnings call on November 10, major server manufacturers...
Wednesday 15 November 2023
Nvidia establishes joint innovation center with NTHU, paving way for AI advancements and talent development
National Tsing Hua University (NTHU) has inked a significant agreement with Nvidia, unveiling the collaborative establishment of the "Tsing Hua-Nvidia Joint Innovation Center." This...
Wednesday 15 November 2023
Japanese carmakers introduce generative AI to vehicle design
Many automakers have been exploring how they can develop vehicle models with the assistance of generative AI. Japan-based Honda, Sony Honda Mobility (SHM), and Subaru have adopted...
Wednesday 15 November 2023
iPad leads India tablet market in 3Q23
Thanks to premiumization, Apple led the Indian tablet market, with its biggest rivals, Samsung Electronics and Lenovo, falling behind. However, The growth of India's tablet shipments...
Wednesday 15 November 2023
Foxconn sees EV opportunities in US auto worker strike
At Hon Hai's (Foxconn) earnings call for the third quarter of 2023, held on November 14, market observers were particularly interested in the company's plans for electronic vehicles...
Wednesday 15 November 2023
Handset semiconductors will break the four-year shipment dry spell in 2024
There have been signs that the four top applications of semiconductors (handsets, servers, vehicles, notebooks, and personal computers) have risen out of their slump despite no noticeable...
Wednesday 15 November 2023
AI server shipments to rise in 2024 as supply shortages ease
The easing of server GPU and CoWoS packaging supply shortages will boost AI server shipments in 2024, according to DIGITIMES Research senior analyst Jim Hsiao.
Tuesday 14 November 2023
FocalTech upbeat about OLED touchscreen IC demand for handsets
Mobile phone demand is returning, and more Chinese handset manufacturers are incorporating OLED displays into their new models, according to FocalTech Systems. OLED touchscreen ICs...
Tuesday 14 November 2023
GaN applications thrive with satellite boost, Taiwanese and Dutch supply chains team up
As nations continue the widespread deployment of their 5G communication infrastructure, there is a sustained increase in demand for Gallium Nitride (GaN) communication components...
Tuesday 14 November 2023
Are Taiwanese manufacturers positioned for digital resilience PoC success in the global satellite supply chain?
To enhance the resilience of Taiwan's communication networks, the Ministry of Digital Affairs (MODA) entered into a subsidy agreement with the Telecommunication Technology Center...
Tuesday 14 November 2023
SK Hynix starts shipping LPDDR5T memory for smartphones
SK Hynix has begun delivering 16 gigabyte (GB) packages of LPDDR5 Turbo (LPDDR5T) memory with a data transfer rate of 9.6 gigabits per second (Gbps) to its clients, according to the...
Tuesday 14 November 2023
Foxconn 3Q23 earnings call: Sharp, audits in China, and new businesses
Foxconn is holding its third-quarter earnings call on November 14. The firm's revenue for the third quarter was NT$1.54 trillion (around US$47.74 billion), which is the second highest...