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Thursday 9 May 2024
AI servers buoy Wistron April revenue
April revenue for Wistron was a record high for the same period in previous years.
Thursday 9 May 2024
Asia Optical to pursue growth on 3 fronts, says chairman Lai Yi-Jen
Asia Optical, one of Taiwan's leading optical device suppliers, has achieved several breakthroughs in recent months, as stated by chairman Lai Yi-Jen during the company's earnings call on May 8. The company will pursue a three-pronged strategy as it expands its business: a strategic alliance with LG Innotek (LGIT), one of South Korea's leading lens module manufacturers; expansion of its facilities in the Philippines; and investment in cutting-edge Metalens technology.
Thursday 9 May 2024
Qisda accelerates development in Vietnam, capacity expected to increase
Peter Chen, Chairperson of Qisda, stated that the company has passed the lowest ebb of operation in 2024, with growth expected to occur quarter by quarter.
Thursday 9 May 2024
Taiwan system assemblers pursue profit growth amid unclear iPad demand
Taiwan-based system device assemblers are seeking profit growth by expanding output and component integration, as the tablet market sees limited momentum and demand for Apple's latest iPad series remains undetermined.
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 sales are yielding early results.
Wednesday 8 May 2024
Vision Pro Gen 2 rumored for 2026; Apple searching for less expensive Micro OLEDs
Latest reports indicated that Apple is developing a new iteration of its mixed reality (MR) headset Vision Pro but it may not be available until the end of 2026 at the earliest.
Wednesday 8 May 2024
AI server demand fuels DRAM titans battle over HBM
The surging of AI servers has skyrocketed the demand for High-Bandwidth Memory (HBM).
Wednesday 8 May 2024
Dixon expands electronics manufacturing partnership with global brands
Dixon Technologies, a major EMS and ODM provider in India, is broadening its manufacturing footprint through strategic partnerships. The company has joined forces with Nokia and is reportedly in discussions to produce notebooks for HP, marking a significant expansion in its manufacturing business.
Wednesday 8 May 2024
Exclusive: Finnish quantum delegation visits Taiwan in search of cooperation opportunities
Business Finland, the government organization for innovation funding and trade, travel, and investment promotion, has recently brought some of the country's leading quantum technology companies and research organizations to Taiwan.
Wednesday 8 May 2024
What is Apple's best option for a foldable device?
As expected, Apple's late product announcement on May 7 included new iPad Pros powered by the M4 processor and a new Apple Pencil Pro. With these new gadgets now official, industry watchers are monitoring the share of production and projected sales numbers for each iPad model and supply chain coordination. In addition, attention is also on Apple's efforts in foldable smartphones and tablets.
Tuesday 7 May 2024
Taiwan's tech firms rally for smart manufacturing standardization
In Taiwan's dynamic industrial landscape, the pursuit of smart manufacturing heralds a new era of resilience and innovation. However, beneath the surface of progress lies a formidable challenge: the complex interplay between customization and scalability threatens to impede widespread adoption.
Tuesday 7 May 2024
Lenovo and Huawei's venture into AI PCs adds fuel to replacement wave in China
The first year of the AI PC era saw major Chinese manufacturers like Lenovo and Huawei aggressively positioning themselves in the AI PC market to capture higher market shares. Looking at the Chinese market, the second half of 2024 is expected to see a replacement wave for PCs, driven not only by the advent of AI PCs but also because domestic PC purchases made 2-3 years ago are approaching their replacement cycle.
Tuesday 7 May 2024
What made ASML so successful today: Q&A with Dutch Journalist and author Marc Hijink
In an exclusive video interview with DIGITIMES Asia managing editor Judy Lin (JL), Marc Hijink (MH), the acclaimed Dutch journalist and author of "Focus - the ASML Way," during his visit to Taipei, Taiwan, delves into the intricate world of ASML, a global leader in semiconductor lithography machines.
Tuesday 7 May 2024
End of US-China trade war? Cross-strait trade and investment gradually recovering
US Intelligence Communities have successively pointed out that the geopolitical risks in the Taiwan Strait seem to be increasing with incidents such as Xiamen coast guard vessels frequently appearing in sea areas near Kinmen.
Monday 6 May 2024
iPhone maker Hon Hai hits a record high buoyed by AI, Apple
Hon Hai Precision Industry Co.'s shares jumped to a record high after posting its strongest monthly sales growth since the start of 2023, potentially raising expectations for iPhone and AI server sales.
Monday 6 May 2024
Cloud giants' data center boom driven by AI innovation
Synergy Research Group's latest insights unveil a significant surge in hyperscale data centers, surpassing the 1,000-mark milestone.
Monday 6 May 2024
Rebound from acquisition setback: Q&A with Qisda chairman Peter Chen
The most unexpected development in Qisda's history occurred in 2005, when the company's predecessor, BenQ, failed to merge with Siemens Mobile. It made a large loss of NT$30 billion (US$927.4 million) at the time. For the industry, BenQ's failure to integrate Siemens Mobile remains a lethal mergers and acquisitions lesson.
Monday 6 May 2024
Eaton keenly expands into South Korea, offering advanced UPS solutions for chipmakers and data centers
Eaton, a renowned smart power management company headquartered in Dublin, Ireland, is actively expanding into the South Korean uninterruptible power supply (UPS) market, competing with Japanese companies.
Monday 6 May 2024
Weekly news roundup: How long can China subsidize its semiconductor industry?
These are the most-read DIGITIMES Asia stories in the week of April 29 – May 3.
Monday 6 May 2024
India roundup: Sharp reportedly in talks to set up display plant in India
Sharp, which is talking with Indian central and state governments, may become the first foreign firm to set up a display fab in India. Tata is progressing on its way to being a national electronics champion in India.
Friday 3 May 2024
Apple's surprise iPhone China growth leaves lingering questions
Apple Inc. surprised investors with a decent beat on quarterly revenue from China, countering months of data that showed a quickening decline in iPhone sales.
Friday 3 May 2024
Imec.xpand launches EUR 300M fund amid global race for semiconductor supremacy
Imec.xpand, an independent global venture capital fund, today announced the launch of a new EUR 300 million fund aimed at accelerating the growth of transformative semiconductor and nanotechnology innovations.
Friday 3 May 2024
Microsoft CEO wraps up Southeast Asia tour, pledging billions into AI talent boost and establishment of data centers
Microsoft CEO Satya Nadella's tour across Southeast Asia has concluded, having visited three key countries: Indonesia, Thailand, and Malaysia, as part of the company's strategic outreach efforts in the region.
Friday 3 May 2024
Meta struggled to monetize AI products in near term
Meta regained market focus with the widespread popularity of its open Llama. Nevertheless, as its AI investments are still in the early stages, it will take years to see returns.
Friday 3 May 2024
SDC saw operating profits drop in 1Q24 due to weak iPhone sales and intensifying competition
With sluggish iPhone sales and intense competition from Chinese panel manufacturers, Samsung Display (SDC)'s operating profit in the first quarter of 2024 saw a 56% year-on-year decrease. How SDC will respond to this has received a lot of attention.