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Thursday 21 November 2024
SSD sales to outperform DRAM module sales in 2024
SSD sales have been buoyed by specifications upgrades, according to industry sources, while DRAM module sales have exhibited signs of weakness. In 2024, they predict that SSD sales will surpass those of DRAM modules.
Wednesday 20 November 2024
WPG to see weaker growth in 2025, with opportunities in auto solutions
AI was the name of the game for the semiconductor supply chain in 2024, according to IC distributor WPG Holdings, yet shifting supply-demand balance may lead to slightly slower growth in the semiconductor market next year. In the automotive market, as carmakers gradually end inventory adjustments, WPG is seeing initial results from its investments into integrated automotive solutions, as it targets Japanese Tier 1 suppliers.
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 inventory policies.
Monday 18 November 2024
Brands compete in the AI+ eyewear market, with Xiaomi and Baidu joining the fray
Recently, Meta unveiled its new augmented reality (AR) glasses prototype, Orion, alongside the smart glasses, Ray-Ban Meta, which was developed in collaboration with Ray-Ban. This announcement is expected to reignite interest in the metaverse and AR/VR technologies.
Monday 18 November 2024
Hiwin sees bright US automation prospects amid Europe's slowdown
Following a five-year hiatus, Hiwin resumed its in-person earnings call, providing an updated outlook for 2025. The company expects increased economic clarity post-US presidential election, projecting strong growth momentum in the US market. End markets such as semiconductors, aerospace, and infrastructure are expected to perform favorably, while the automotive sector is anticipated to remain comparatively soft.
Friday 15 November 2024
Technological evolution in history
When consumer behavior changes, it can signify a critical moment for an industry's survival. However, some things remain indispensable.
Thursday 14 November 2024
Kaori forms thermal tech subsidiary to capture AI cooling demand
Kaori Heat Treatment Co. approved the formation of a wholly-owned subsidiary focused on thermal solutions at an extraordinary shareholders' meeting on November 12, transferring its thermal energy division to the new entity, Kaori Thermal Technology. The restructuring aims to enhance operational efficiency and strengthen the group's positioning in the growing artificial intelligence infrastructure market.
Thursday 14 November 2024
AOpen gains record profits in 3Q24
Acer subsidiary AOpen achieved its highest profits in 22 years during the third quarter of 2024. The company attributes this growth to long-term efforts in various markets and customer relationships, which have stabilized following the pandemic. There has also been a noticeable increase in shipments for certain projects in Europe and the US in the second half of the year.
Thursday 14 November 2024
Sixxon Tech rides AI wave, targeting strong growth in thermal, chips, and optical comm. applications for 2025
Sixxon Tech, a specialized supplier of precision metal parts, anticipates robust growth in thermal management, semiconductor, and optical communication sectors in 2025. The company aims to reduce its reliance on automotive components as it focuses on new markets.
Thursday 14 November 2024
G-Shank's non-3C revenue surges, AI applications to lead 2025 growth
Taiwan's leading precision metal stamping specialist, G-Shank Enterprise, reported that revenue from non-3C applications—such as automotive, medical, and industrial sectors—grew to 56% in the first three quarters of 2024. This diversification fueled both revenue and profit growth for the company, while AI-related applications will serve as the primary growth driver in 2025, according to President Ying-Shou Lin.
Thursday 14 November 2024
Liquid cooling demand set to surge as Nvidia plans next-gen AI chips
With Nvidia planning GB300 after GB200, scheduled for launch in the first quarter of 2025, industry sources believe liquid cooling demand is poised to surge in 2025.
Thursday 14 November 2024
Nvidia RTX 50 series ready to launch, with full attention from supply chains
The highly anticipated Nvidia RTX 50 series display cards are set to launch, with suppliers optimistic about its market impact. A key display card cooling supplier, Auras Technology, is gearing up for increased demand. Yu-Shen Lin, chairman of Auras, noted that the RTX 50 series could become the most popular display cards ever and may seize the whole market starting in December.
Wednesday 13 November 2024
WinWay's profits soar in 1-3Q24 driven by AI demand surge
Semiconductor testing interface leader WinWay has achieved record-breaking performance, driven by robust demand for AI, HPC applications, and AI smartphones. The company's AI and HPC product lines have experienced significant growth, pushing its third-quarter revenue to an unprecedented high, with both revenue and profit for the first three quarters setting new records.
Wednesday 13 November 2024
Jarllytech reports flat October revenue, expects growth from foldable device recovery and notebook orders
Taiwanese hinge and precision components provider Jarllytech reported that its revenue performance in October remained flat, with a slight month-over-month decline primarily due to the postponement of mass production for new foldable devices from Chinese clients until late October, which resulted in lower-than-expected shipments for the company's mobile product line this month.
Tuesday 12 November 2024
AI and semiconductor gains fuel automotive supply chain growth
Automotive supply chain players are increasingly branching out into non-automotive sectors, notably semiconductors, with companies like Global PMX and TsangYow at the forefront.
Tuesday 12 November 2024
Merger speculation raises questions for Intel, AMD future
Recently reports have emerged that the Biden administration has proposed a controversial plan to bolster Intel by merging its chip design division with AMD's corresponding departments. While both companies have established collaborative foundations, this speculation appears worrisome from both the market and technical perspectives.
Monday 11 November 2024
Weekly news roundup: TSMC's Arizona milestone looms as global chip industry navigates political, technical crossroads
Semiconductor Week in Review (Nov 3 - 9): The semiconductor industry faces a transformative moment as TSMC readies its Arizona fab's politically-charged December opening and Intel's covert Taiwan visit reveals its deepening dependence on TSMC's advanced nodes.
Friday 8 November 2024
Chicony Electronics eyes 2025 notebook replacement boom, post-election overseas adjustments
Benefiting from the continuous increase in market penetration of LED backlit keyboard modules, electronic components manufacturer Chicony Electronics reported continued revenue growth in the third quarter of 2024. Although the product mix slightly impacted the gross margin, which declined marginally compared to the previous quarter, it remained above 20%.
Friday 8 November 2024
Small suppliers adapt to regional supply chains amid production shifts
Global supply chains are transforming from lengthy, interconnected networks to shorter, regionalized structures, driven by the prolonged US-China trade and tech conflicts and pandemic disruptions. While this transition has placed substantial pressure on small and medium-sized suppliers, they are finding ways to adapt.
Friday 8 November 2024
Burgeoning automotive, AI applications drive growth for non-OEM PCB player Eikei
Taiwan-based Eikei, a specialist in non-OEM PCBs, is poised for substantial growth in both revenue and profit in 2025, driven by increasing demand for PCBs in automotive, AI, and power supply applications, according to Chairman Corey Liu.
Thursday 7 November 2024
Wah Hong expands to 3D snapshot sensors to enhance drone and EV applications
Optical film manufacturer Wah Hong Industrial Corp has reported that its cumulative pre-tax net profit for the third quarter of 2024 reached NT$410 million (approx. US$12.7 million), marking a significant year-over-year growth rate of 70.3% compared to NT$240 million in the same period of 2023.
Thursday 7 November 2024
Huawei's HarmonyOS faces commercialization challenges, receives boost from digital yuan applications
Huawei's HarmonyOS is encountering significant hurdles in its path to successful commercialization. However, since its launch, Huawei has integrated the digital yuan into HarmonyOS, reflecting a departure from traditional commercialization strategies.
Thursday 7 November 2024
Brogent forecasts record growth in 2025 with post-pandemic expansion
With the global recovery of tourism and theme park industries post-pandemic, demand for amusement equipment is surging, boosting business for leading simulation technology provider Brogent Technologies. The company is making strategic moves to seize these opportunities by expanding its operations and constructing a new facility at the Southern Taiwan Science Park's Qiaotou branch.
Wednesday 6 November 2024
Meta advances XR ecosystem to power next-gen smart devices, says DIGITIMES Research
Meta's XR division, Reality Labs, remains unprofitable despite revenue growth, with Quest 3 sales driving a 30% increase in the first quarter and 28% in the second quarter of 2024 over 2023. These gains were offset by high operating expenses, leading to a US$4.5 billion loss in the second quarter alone.
Wednesday 6 November 2024
Nuvoton enters off-peak season in 4Q24, expects continued demand in CSP customer projects through 2025
Leading microcontroller (MCU) manufacturer Nuvoton Technology's (Nuvoton) chairman Yuan-Mou Su, stated that the fourth quarter of 2024 marks the beginning of an off-peak season, leading to a more conservative revenue outlook. However, the impact of inventory provisions is expected to continue diminishing.
Colder Products Company
The Future of AI Chips: Driving Growth and Challenge
Will Taiwan, South Korea, Japan join semiconductor alliance with US?
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research