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Wednesday 15 May 2024
Inventec's 1Q24 earnings call: growth across three major product lines, AI server revenue to double
Leading electronics ODM Inventec held its first quarter earnings call on May 14.
Wednesday 15 May 2024
Taiwan memory makers look to DDR4 for 2024 growth
DDR4 is expected to reach the mature stage of its life cycle this year, resulting in a rise in sales volume and pricing.
Tuesday 14 May 2024
Foxconn performance misses expectations, to transform Sakai factory into AI data center
Foxconns revenue for the first quarter totaled NT$1.32 trillion (US$40.73 billion), a decline of 9.47% compared to the same period last year. This figure also missed Bloomberg's estimates...
Tuesday 14 May 2024
SiC market prospects and strategies: Interview with Onsemi VP of Industrial Power Division, PSG
Recently, Sravan Vanaparthy, Vice President of Industrial Power Division, Power Solutions Group (PSG) at On Semiconductor (Onsemi), had an exclusive interview with DIGITIMES Research...
Tuesday 14 May 2024
Visibility of chip companies 2H24 remains unclear, raising concerns amidst political and economic changes
Although Taiwanese IC design companies generally have a grasp on demand for the second quarter, when it comes to the demand situation for the second half of the year, most manufacturers...
Monday 13 May 2024
ASE expected to accelerate sales growth in 2H24
Leading IC packaging and testing company, ASE Technology Holding Co., Ltd. reported a revenue of NT$45.82 billion for April, showing a monthly increase of 0.3% and a year-on-year...
Monday 13 May 2024
Zhen Ding expects substantial growth in IC substrates, diversified manufacturing continues
Zhen Ding expects robust growth in AI server-related products and a 3-4x increase in ABF substrate revenue in 2024.
Friday 10 May 2024
AI helps TSMC create second-highest monthly revenue in April
TSMC reported consolidated net revenue of over NT$236 billion (US$7.3 billion) in April 2024 while Apple's iPhone deliveries slowed and the company still experiences the aftereffects...
Friday 10 May 2024
Raydium expects slight revenue growth in 2Q24
Display Driver IC (DDI) specialist Raydium Semiconductor expects to post slight revenue growth in the second quarter of 2024, thanks to a pick-up in demand for large-size DDIs.
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...
Thursday 9 May 2024
Major CSPs account for nearly 70% market share as AI demand drives cloud computing growth
With the release of Amazon's latest earnings report, the revenue performances of the top three North American cloud computing service providers (CSPs) for the first quarter of 2024...
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...
Thursday 9 May 2024
Arm credits growth to smartphone surge and AI, highlights shift in Chinese consumer behavior
Arm's recent financial report highlights a boost in sales and profits thanks to a rebound in the smartphone market, particularly in China, and the rising demand for Arm-based chips...
Wednesday 8 May 2024
Murata sees smartphone components recovery in 2024
MLCC manufacturer Murata Manufacturing Co., Ltd. stated that demand for components in smartphones is recovering, and there is also expected growth in demand related to automotive...
Arm Cortex -M0 series
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research