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Wednesday 8 May 2024
Apple's China iPhone shipments soar 12% in March after discounts
Chinese iPhone shipments jumped about 12% in March after Apple Inc. and its retailers slashed prices, official data showed, suggesting efforts to arrest an accelerating decline in...
Tuesday 7 May 2024
Taiwan notebooks, 1Q 2024

Introduction

Monday 6 May 2024
Nvidia GPU shortage relief: AI server supply chain see shipments accelerate
The shortage of Nvidia GPU supply is easing, allowing players in the server supply chain, such as cooling solutions provider Sunon, to ramp up shipments starting in the first quarter...
Monday 6 May 2024
Military PA provider Transcom sees drones and electromagnetic warfare as growth drivers
Transcom, a Power Amplifier (PA) manufacturer primarily focused on the defense industry, has seen steady growth in its overall operations, benefiting from defense contracts and increasing...
Friday 3 May 2024
Global server market, 1Q 2024

Introduction

Friday 3 May 2024
Samsung's MX division scores stellar 1Q24 results fueled by AI-powered Galaxy S24 success
Bolstered by strong sales of its first AI smartphone, the Galaxy S24 series, which debuted earlier this year, Samsung Electronics Mobile eXperience (MX) division achieved remarkable...
Thursday 2 May 2024
Specialty IC foundry VIS gains shifted orders from China
Taiwan-based Vanguard International Semiconductor (VIS) has reported first-quarter 2024 results that were somewhat better than expected. While facing market pricing competition from...
Tuesday 30 April 2024
China-made server shipments to US contract
Government sources indicate that the proportion of servers imported from China to the US declined from 18.8% in 2017 to 1.7% in 2023, based on trade dynamics over the past five yea...
Friday 26 April 2024
LMOC incurred net loss in 1Q24 despite SiPh shipment reaching record high
Despite Silicon Photonics (SiPh) shipments reaching a record high, LandMark Optoelectronics Corporation (LMOC) incurred a net loss of NT$47 million in the first quarter of 2024, marking...
Thursday 25 April 2024
China accounts for 30% of Intel AI PC shipments
In the coming years, the proportion of revenue from TSMC's AI processor manufacturing is expected to steadily increase.
Monday 22 April 2024
India smartphone shipments rise by 15% YoY amid slower global recovery
Smartphone sales boomed in India, the world's second-largest smartphone market, during the first quarter of 2024, which is good news for smartphone vendors, especially as global electronics...
Thursday 18 April 2024
Consumer electronics market remains mired in downturn as inflation persists
The consumer electronics market has remained sluggish since 2023, with no evident signs of recovery even after the first quarter of 2024, whether for smartphones, notebooks, or consumer...
Thursday 18 April 2024
GenAI-capable smartphone shipments to quadruple
According to a recent Counterpoint Research report, the share of GenAI smartphones in overall smartphone shipments would reach 11% by 2024 and 43% by 2027, passing 550 million units...
Thursday 18 April 2024
Lite-On upbeat about shipments for AI servers; Progress in its energy storage biz
Lite-On Technology expects its power supply shipments for AI servers to rise 20-30% sequentially in the second quarter, said the company's president, Anson Chiu. All of its 3kW and...
Monday 15 April 2024
Apple faces worst iPhone slump since COVID-19 as China rivals rise
Apple Inc.'s iPhone shipments slid a worse-than-projected 10% in the March quarter, reflecting flagging sales in China despite a broader smartphone industry rebound.