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Friday 15 November 2024
China exports only 2.6% of EVs to North America from Jan to Sep 2024; likely to decline even further post-Trump
US President-elect Donald Trump's policies tend to prioritize "America First" and "Made in America," with the objective of protecting domestic industrie
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 30 October 2024
Global CoWoS and CoWoS-like packaging capacity demand to surge 113% on year in 2025, says DIGITIMES Research
Global demand for Chip-on-Wafer-on-Substrate (CoWoS) and CoWoS-like packaging capacity will likely grow by 113% annually in 2025, driven by robust demand for cloud AI accelerators, according to DIGITIMES Research
Wednesday 30 October 2024
China pushing domestically developed AI chips and deployment of RISC-V structure, says DIGITIMES Research
DIGITIMES Research observes that China is rapidly advancing in the field of LLMs. Major technology giants such as Baidu, Alibaba, and Tencent have launched their self-developed LLMs. Chinese-developed LLMs are continuously improving in terms of parameter count, functionality, and application scenarios, according to the latest report on China's development of AI chips
Wednesday 30 October 2024
Google TPUs to achieve over 70% share in in-house developed cloud ASIC accelerator market in 2024, says DIGITIMES Research
According to DIGITIMES Research's report on cloud ASIC accelerators, the global shipment of self-developed cloud AI ASIC accelerators is projected to reach 3.45 million units in 2024, with Google's market share expected to grow to 74%
Wednesday 30 October 2024
Server ODMs focus on leak-proof liquid cooling solutions, says DIGITIMES Research
DIGITIMES Research believes that liquid cooling technology is transforming the server cooling supply chain ecosystem. Various industry players are actively positioning themselves in the liquid cooling sector, primarily due to the more stringent cooling requirements brought about by high-performance computing and AI servers. Liquid cooling technology, with its superior heat dissipation performance, assists servers in maintaining stable operational efficiency, according to the latest report covering server liquid-cooling solutions
Monday 7 October 2024
Rise of cloud and edge AI applications paves way for new semiconductor opportunities; wafer foundries become crucial, says DIGITIMES Research
The rapid development of the global generative AI market is driving unprecedented transformation in the semiconductor industry. DIGITIMES Research's latest AI Chips Special Report highlights that generative AI models' training and inference rely heavily on substantial computing resources, making AI chips a focal point
Friday 4 October 2024
Global and Taiwan AI healthcare markets estimated to see robust CAGR from 2023 to 2030, says DIGITIMES Research
The market size of AI applications for healthcare was US$19.2 billion in 2023, and DIGITIMES Research estimates that the market will grow at a compound annual growth rate (CAGR) of 35.8% to reach US$159.7 billion in 2030. Taiwan's AI healthcare market was NT$360 million (US$11.32 million) in 2023 and is expected to grow at a CAGR of 17.3% to reach NT$1.12 billion in 2030, according to DIGITIMES Research's latest report covering the AI healthcare market
Friday 4 October 2024
Autonomous driving demand ramping up automotive CIS revenues throughout 2029, says DIGITIMES Research
DIGITIMES Research's latest study on automotive components shows that automotive CMOS image sensors (CIS) have become the automotive industry's mainstream choice for cameras due to their advantages of low power consumption and high processing speed and can help greatly in accelerating autonomous driving popularization
Thursday 3 October 2024
Taiwan wafer foundry industry expected to go up 18% sequentially in 2H24, says DIGITIMES Research
Boosted by short-term orders in the electronics supply chain and shipments of AI and high-performance computing (HPC) chips, Taiwan's wafer foundry industry posted better-than-expected revenue in the first half of 2024, reaching US$44.5 billion. This represents a growth of 19% year-on-year and 6% from the second half of 2023, indicating a steady recovery in the industry, according to DIGITIMES Research's latest report covering Taiwan's wafer foundry industry
Monday 12 August 2024
Non-a-Si panels to gain prominence in automotive displays throughout 2024-2029, according to DIGITIMES Research
Global automotive display shipments are estimated to reach 225 million units in 2024, up 7.8% from a year ago, according to Jason Yang, DIGITIMES Research analyst specializing in the display industry. Yang notes that while a-Si will remain the mainstream technology for automotive displays for the next five years, the market share of other non-a-Si displays will all grow
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AIoT
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