DIGITIMES archived news

Research Report Database

MAY

3

2024

Intel chip fabrication pant selling US$3.85 billion of bonds

Apple's surprise iPhone China growth leaves lingering questions

Imec.xpand launches EUR 300M fund amid global race for semiconductor supremacy

Huawei auto partner Seres starts earning profit while Aito M7 accident creates uncertainty

Ibiden's fiscal slump: IC substrates drive profit plunge, amid promising AI demand

Qualcomm sees smartphone demand surge, eyes AI PC market entry

Pegatron latest company to venture into Traditional Chinese AI LLMs; partners up with NTU team

SK Hynix's 12-layer HBM to hit market earlier than expected

TSMC dominates global foundry market with 61% market share in 4Q23, says Counterpoint

Taiwan weighs hydrogen future amid renewable energy hurdles

Microsoft CEO wraps up Southeast Asia tour, pledging billions into AI talent boost and establishment of data centers

Meta struggled to monetize AI products in near term

What made AMD give a conservative projection for its 2024 outlook?

Trade war likely drives up European, US consumers' interest in Chinese EV

Samsung's MX division scores stellar 1Q24 results fueled by AI-powered Galaxy S24 success

SDC saw operating profits drop in 1Q24 due to weak iPhone sales and intensifying competition

Hydrogen's lofty but arduous road to crack net-zero nut

Microsoft's OpenAI investment driven by fear of falling behind Google: 2019 email unveils

Japan takes ambitious action on advanced packaging technology to capture Chiplet and AI chip opportunities

Foxconn, ZF establish car chassis system joint venture

China's chip self-sufficiency dream a 21st Century Great Leap Forward? How much longer can it subsidize?

Elan expects chip demand for AI PCs to emerge as early as 4Q24

Apple attributes sales decline to previous high base, anticipates growth in coming quarter

A step into high-end technology: EISO joins satellite industry with its PCB production

Why did BYD's 1Q24 profits drop by 47.3% compared to previous quarter?

IC component suppliers divided on fresh Apple product order pull-ins

Catching up the smartphone craze in China: Huawei, Xiaomi, Oppo, and Vivo take actions

AI fuels Taiwan GDP growth in 1Q24

PTI raises 2024 capex by 50% to boost HBM production for lucrative AI opportunities

Macronix sees orders regain momentum

Micron expects to ship made-in-India chips in 1H25

Turning away from price slashing in China, IPC makers look toward Southeast Asia

Qualcomm, MediaTek unfazed by Huawei rebound

Apple to emerge from slump in 2H24, says supply chain

MAY

2

2024

Microsoft CEO pledges US$2.2 billion in latest Asian AI investment

AMD slides after AI chip forecast misses lofty estimates

PSMC Tongluo fab receives interposer order to fulfill AI demand

Vedanta stays committed to semiconductor and display ventures, sparking speculation on intent

Global geopolitical shifts disrupt Taiwanese business strategies in China

CHPT expects probe card orders to pick up in 2H24

Chinese telecom giants vie for AI supremacy with massive server procurements

Novatek sees OLED DDI orders for Apple increase in 2024

AI server power supplies and cooling behind Lite-On's strong showing

Worst is over for MCUs, says Holtek president

South Korean OLED supply chain for new iPad comes to light as reveal set for May 7

Chipbond expects demand recovery in 2Q24

PSMC inaugurates Tongluo fab in Taiwan

Taiwan's computer industry production value CAGR nears 30% in past 5 years

SK Hynix says 2025 HBM production almost sold out

Meredot enables simultaneous wireless charging for diverse micromobility vehicles, robots

Compal to be first Taiwan-based downstream electronics maker headed by foreigner

Qualcomm sees strong chip sales in Chinese smartphone market, anticipates continued diversification into automotive business

Tesla cuts charging team, reportedly scales back Gigacasting innovation

Specialty IC foundry VIS gains shifted orders from China

Tata Electronics to visit PSMC by end of May

Samsung's 1Q24 revenue saw major boost, though semiconductor profits fell behind SK Hynix

Growth speed in AR microdisplay market will outpace VR from 2023-2029

Why is Nvidia GPU seizing Open RAN opportunities

EU's digital healthcare struggles: falling behind Taiwan's innovation

Chinese semiconductor firms raising prices on soaring precious metal costs

Micron shipping critical memory for AI data centers

Intel's AI ambitions stumble as Nvidia dominates

Hyundai, Kia partner with Baidu for Chinese connected car market

APR

30

2024

Taiwan economy grows at fastest pace since 2021 on chip boom

Microsoft to invest US$1.7 billion in Indonesia for AI, Cloud

Samsung sees memory biz return to profit, upbeat about foundry sales

With iPhone sales weak, Chinese/South Korean smartphone and OLED manufacturers take advantage to increase capacity

Hannover Messe 2024 wraps up: a focus on sustainable innovation

Samsung beefing up power semiconductor capabilities for AI super cycle

Meta's 1Q24 revenue soars, AI and metaverse spending surge sparks market worries

Asahi Kasei to build large battery separator plant in Canada with US IRA subsidy support

Why Chinese MCU suppliers are eyeing Singapore amid de-Chinafication

Premium market, EV exports likely to drive BYD's sales

Huawei, CATL grow their ecosystems to welcome EV supercharging era

Samsung teams up with Intel to launch first AI AIO PC to expand ecosystem

Revolutionizing manufacturing through AI: highlights from the 2024 AI Expo

Water cooling demands to surge as Nvidia shows AI server TDP will continue rising

Notebook production in Vietnam ramping up

China-made server shipments to US contract

Primax optimistic about demand for multi-sensory products

Flexium upbeat about automotive demand

Memory contract prices likely to rally in 2Q24

India reportedly to launch refreshed chip incentive package

Hyundai, Kia report record-high 1Q24 revenue under EV headwind

As capital expenditures become focus for CSPs, Taiwan-based server suppliers eye opportunities

NXP witnesses slower automotive chip sales, offers upbeat outlook

Innolux takes significant strides in 3D chip packaging

ZTE's 2023 revenue and income growth belie hidden headaches

Tesla cars pass Chinese data security requirements

Analog IC inventory returns to normal levels

Fab toolmakers see order visibility from TSMC extended to 2025

APR

29

2024

Musk leaves China with Tesla driving software hurdles cleared

BYD shares face earnings test as China's EV price war heats up

Phison targets SEA market with new Malaysian R&D startup, emulating Taiwan's proven strategies

Apple's supply chain expands presence in Southeast Asia, with Vietnam leading the way

With Dimensity 9400 coming in 2H24, MediaTek's flagship SoC aims for 30% market share in China

Intel faces a transition dilemma as foundry business unlikely to break even in 3 years

Hon Hai's ambitious plan: crafting a super app for smart cities using 10 LLMs

Rise of extra-large TVs reshaping global TV market

US probe into China's RISC-V role casts shadow on Samsung's AI chip ambitions and foundry biz expansion

Tata reportedly developing in-house CNC tools for iPhone casing

MediaTek bullish on expanding market presence and R&D operations in India

Excess inventory becomes a risk with no brake on semiconductor investment

Win Semiconductors sees demand revival driven by phones and Wi-Fi

Musk's China visit suggests Tesla's push to accelerate FSD deployment

Foldable phones and AI: the driving forces behind 2024's smartphone demand

MediaTek's 1Q24 revenue and earnings rise, full-year visibility improves

KYEC leaves China amid OSAT shift toward Southeast Asia

Google Taiwan to expand hardware R&D space; electricity price increase won't affect overall investment

Droidtown showcases natural language understanding in AI development, shifting focus from content generation to comprehension

Adobe Premiere AI integration: third-party models set to revolutionize video editing

Sharp reportedly plans to set up display fab in India

STMicroelectronics hits 71% renewable electricity, targets 100% by 2027

Apple launches open-source model OpenELM

Topco Senior CEO says geopolitics creates business opportunities

Weekly news roundup: China's demand for lithography equipment knows no bounds

Garmin expands production footprint to SEA, eyeing automotive navigation market

Automobiles became largest economic pillar of China, but price war also contributed to deflation

AUO aims to offer comprehensive solutions across e-paper technologies

Nio, Lotus collaborate on EV charging and battery-swapping technology

India roundup: Apple transforms supplier base in India

APR

26

2024

Microsoft, Google gain after AI fuels cloud computing demand

Huawei's new phone runs latest version of Made-in-China chip

As AI becomes smarter and smarter, corporations need to adjust accordingly

Ennostar embraces '3+1' strategy for major transformation; teams up with AUO, PlayNitride to pioneer advanced MicroLED displays

Huawei's 7nm chip capability and HBM development reflect China's advanced processes ambition

Nidec downsizes efforts in China to improve profits generated from fierce EV market

6G on the horizon: a glimpse into the future of mobile communication

Taiwan's cutting-edge AI startups provide innovative B2B solutions at 2024 AI Expo

Phison's aiDAPTIV+ poised to bridge the gap in on-device AI fine-tuning, CEO foresees exponential growth

Intel 2Q24 guidance disappoints, Gaudi 3 sales expected to reach US$500 million in 2024

ASEH likely to raise 2024 capex; US production line possible

Should TSMC run fabs in Arizona, Dresden, or even Kumamoto the way they do in Taiwan?

Microsoft sees record third-quarter revenue thanks to AI

LMOC incurred net loss in 1Q24 despite SiPh shipment reaching record high

From cloud to edge: GenAI's trillion-dollar market potential and challenges unpacked

AI adds cloud and edge integration; traditional storage faces challenges

Taiwan's largest curved interactive MiniLED display, the 'Wishing Tree,' makes waves at Touch Taiwan 2024

Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research

Chinese homegrown automakers forthright about potential EV overemphasis

AI PCs to boost QLC NAND SSD adoption, says Micron

EIH expects strong demand in 3Q24, remains positive about 2024

Synopsys accelerates next-level chip innovation on TSMC advanced processes

Australian IC design house Morse Micro opens Taipei office

ASEH expects core backend biz to post growth in 2Q24

Renesas says shift from EV to hybrid vehicles likely benefit its financial performance

New BYD NEV to adopt Horizon Robotics chip

LGD eyeing return to profitability in 2H24

Leading US brands said to support Qualcomm's PC push

Merck exec sees MicroLED development potential in Taiwan; Merck at Touch Taiwan 2024

Intel collaborates with ecosystem partners to accelerate liquid cooling solution maturity

Micron granted US$6.1 billion in US subsidies

APR

25

2024

Congo questions Apple on concerns about use of conflict minerals

Samsung faces Pakistan smartphone shortage after winning debut

China accounts for 30% of Intel AI PC shipments

Commercial use cases of Vision Pro highlight its potential for corporations

Superstar CEOs gather at Computex 2024, Nvidia's Jensen Huang to speak at NTU Sports Center

TSMC debuts A16 technology at 2024 North America Technology Symposium

ASML's green challenge: Samsung and SK Hynix in the hot seat

Apple supplier base in India in transformation than in expansion stage

Asia-Pacific's largest offshore wind farm begins operations in Taiwan

SK Hynix selects Cheongju as new DRAM production base, investing KRW5.3 trillion

China's domestic EDA market share doubled, thanks to support from 3,451 local IC design firms

Japanese materials and equipment suppliers gaining from HBM expansion drive

Design personalization drives increased demand for ICT products

Tesla earnings call leaves more questions to the market

AI is ubiquitous in TSMC processes, energy efficiency will be key to chip industry's future

China feeds on lucrative semiconductor business created by US

Taiwan's 'semiconductor diplomacy' under scrutiny amid new challenges

India-based Kaynes eyes advanced packaging and CPO in OSAT foray

In the face of US sanctions, Huawei still hopes to push HarmonyOS internationally

Adata steps up deployments for industrial memory and storage

IC distributor Supreme eyeing demand for electric scooters

Parade expects demand for AI PC, AMOLED iPad to drive 2H24 growth

Edge AI poised to surpass cloud AI, says Qualcomm's ST Liew

Panel makers see market bottom out

AUO, Innolux positive about MicroLED development

Taiwan plots US$1 trillion sustainable ICT roadmap

Will China's satellite surge eclipse US space supremacy?

Apple supplier list features 8 new Chinese players

Over 90% foreign production strikes South Korean battery exports

Malaysia unveils plan for largest IC design park in Southeast Asia

UMC sees 1Q24 results meet guidance

India accelerates efforts to establish AI regulations

SK Hynix announces 1Q24 financial results

Performance, power consumption, memory bandwidth remain challenges, as chip makers eye AI opportunities

Intel expanding partnerships with 2nd-tier foundries

APR

24

2024

Tesla's Musk warns Wall Street autonomous future is main goal

China approves US listing for self-driving firm in easing sign

Microsoft gathers the quartet of South Korean tech titans for high-stakes AI summit

OLED expected to welcome long-awaited bloom in 2024 due to arrival of Apple's new iPad

Synaptics unveils Astra: powering the next wave of edge AI IoT devices

HBM prices likely to fall in 2H24 due to intensified market competition

Battery information sharing among Japan, EU, US aims to cut reliance on Chinese materials

Apple acquires Paris-based AI startup Datakalab

Quantum startup investments' 20% annual growth surprise industries

Iris Optronics to showcase ChLCD-based e-paper technologies

Yield Microelectronics eyes resurgence in global eNVM market amid semiconductor rebound

Micron to step up AI memory fabs construction in US after securing gov't grants

Marketech expects revenue to surge in 2025

TI gives solid 2Q24 outlook despite slumping results

Is the US semiconductor talent pool ready for investments from Samsung and SK Hynix?

Taiwan handset unit sales increase in 1Q24

Tesla promises new model production early 2025 as profits plunge

GlobalWafers cautious about 1H24 chip market

EV golden cross above ICE vehicles might come later as demand slows

Lotes expects 2024 growth despite being dropped from Apple supplier list

China's unicorn boom: weekly start-up births with AI, semiconductors, and new energy leading the pack

After low point in 1Q24, CWTC eyes return to growth for remainder of 2024

AUO, EIH team up for large-size color e-paper displays

Can China take on SpaceX with its own satellite constellation?

CWE to raise epoxy molding compound prices in 3Q24

TSMC global workforce expanding fast

Self-driving chips to draw attention at Beijing auto show

More Taiwan IC design businesses leaving entry-level market in China

Automotive chip demand slowing down