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Friday 25 August 2023
South Korea K-Network 2030 strategy pushes to upgrade backbone network for enhanced infrastructure, says DIGITIMES Research
As one of the key objectives, South Korea's K-Network 2030 strategy aims to strengthen and upgrade the country's network infrastructure while developing energy-efficient and fail-proof systems. Upgrading the backbone network, which is the core element, is an important part of such efforts, according to DIGITIMES Research's latest report covering South Korea's communication technology deployment
Thursday 24 August 2023
AI server shipments forecast to top 300,000 units in 2024, says DIGITIMES Research
High-end AI server shipments are forecast to reach 337,000 units in 2024, with the generative AI market reaching US$109 billion by 2030, at a compound annual growth rate (CAGR) of 35%, according to DIGITIMES Research. High-end server shipments in 2023 will total an estimated 167,000 units
Tuesday 22 August 2023
Giga Mexico hints return of Tesla to North America, says DIGITIMES Research
With a location in proximity to the Tesla headquarters and a factory area as well as production capacity surpassing Giga Shanghai, Giga Mexico is an indication that Tesla is shifting its EV investment and market focus toward North America amid the US-China tensions. Tesla's move is also bringing its Taiwan-based suppliers to Mexico, according to DIGITIMES Research's latest report on Tesla's capacity expansions
Monday 21 August 2023
DC microgrid on track to thrive in EV charging, says DIGITIMES Research
The adoption and application of DC microgrid is rising. The grid combines renewable energy, energy storage systems and end devices, enhancing energy conversion efficiency. It will see more application in EV charging
Thursday 17 August 2023
China smartphone market shipments remain in weak state until 4Q23, says DIGITIMES Research
Smartphone shipments to the China market came to 62.8 million units in the second quarter of 2023, edging upward 0.6% from a quarter ago and decreasing 2.2% from a year ago, according to DIGITIMES Research's latest figures from the report covering China's smartphone market.
Thursday 17 August 2023
Global top-5 notebook brands see shipment slip in July after strong rebound in June, says DIGITIMES Research
Global top-5 brands, not including Apple, saw their combined notebook shipments slip over 20% on month in July because of the high comparison base in June and a deceleration in demand from the education procurement sector in Europe and North America, according to DIGITIMES Research's figures from July's notebook monthly update report
Wednesday 16 August 2023
Chinese smartphone brand shipments rise in 2Q23; volume to continue picking up in 2H23, says DIGITIMES Research
According to DIGITIMES Research's statistics and analyses, second-quarter 2023 smartphone shipments by China-based smartphone vendors exhibited a 7.4% on-quarter growth but a 6.1% on-year decline. In the second half of 2023, China-based smartphone vendors are expected to step up their inventory preparation ahead of Singles' Day in China. Moreover, with overseas markets entering the strong season, smartphone shipments by China-based vendors are estimated to exhibit a single-digit growth consecutively for two quarters straight, according to DIGITIMES Research's latest figures from the China smartphone industry report
Monday 14 August 2023
DIGITIMES unveils Asia Supply Chain 250: China's growth now relies on auto sector performance
DIGITIMES Asia has unveiled the "2023 ASC 250 Rankings." In the post-pandemic era, the Russia-Ukraine war, and global inflation, more than half of the leading 10 companies are encountering a dip in their revenue growth rates. Notably, TSMC, the heavyweight champion of semiconductor foundry, leads the pack with an impressive revenue growth rate of 33.4%. However, within the top 20 companies, CATL stands out prominently, boasting a remarkable growth rate of 138%
Friday 11 August 2023
Global notebook shipments to weaken in 2H23 after climbing 20% sequentially in 2Q23, says DIGITIMES Research
Global notebook shipments, not including detachable models, performed stronger than DIGITIMES Research initially expected in the second quarter of 2023, up 20.9% sequentially and down only 5.5% on year, shrinking dramatically from those of the past several quarters. Still, the volumes are only expected to stay flat in the third quarter and dip a single-digit percentage in the fourth quarter, according to DIGITIMES Research's latest figures from the notebooks report database
Thursday 10 August 2023
Green hydrogen is valid green energy source for Taiwan's semiconductor industry, says DIGITIMES Research
As more and more companies participating in the RE100 initiative will use 100% green energy by 2030–2050, green hydrogen is a key option in the long-term global energy transition. In view of the strong growth potential of the global hydrogen industry, Taiwan's semiconductor companies should have long-term plans for utilizing green hydrogen as a source of green energy, said Sabrina Yu, analyst and project manager at DIGITIMES Research
Tuesday 8 August 2023
Automotive IC stands out among chip applications in 2023, says DIGITIMES Research
According to the financial results released for the last quarter, of the five major chip applications, demand for most semiconductor applications are declining or stagnant, and only automotive semiconductors are expected to witness annual growth for 2023, with estimated annual growth of 12%, said DIGITIMES Research director Tony Huang
Monday 7 August 2023
Server shipments to rebound in 3Q23 after slip in 2Q23, says DIGITIMES Research
Global server shipments slipped 5.7% sequentially in the second quarter and are likely to see only single-digit on-quarter growth in the third quarter due to brand vendors and CSPs both turning conservative toward the second half of the year, even though the new mainstream server CPU platforms are ready for supply, according to the latest figures from DIGITIMES Research's server repor