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NEWS TAGGED 2024
Friday 22 November 2024
IC design firms bullish on 2025, but 1Q25 outlook remains uncertain
A consensus has emerged among IC design companies during recent earnings calls, with all players expressing positive evaluations for their 2025 outlook. Growth momentum is widely...
Friday 22 November 2024
Winstar optimistic about 2025 recovery as industries stabilize supply and demand
Winstar Display, an innovative display solutions provider, has extended its order visibility to the second quarter of 2025. The company has secured significant replenishment orders...
Friday 22 November 2024
HBM memory supply to scale in 2025
With the acceleration of Blackwell mass manufacturing, the capacity of HBM3E will greatly grow. According to industry estimates, after a twofold rise in HBM production in 2024, demand...
Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Friday 22 November 2024
PCB, CCL firms gearing up for 2025 AI server boom
Printed circuit board (PCB) and copper-clad laminate (CCL) manufacturers are positioning themselves to capitalize on the growing AI server demand to drive growth momentum in 2025.
Thursday 21 November 2024
Finesse Technology rides TSMC, Applied Materials wave: Expansion to Kumamoto with optimistic outlook
Finesse Technology, a subsidiary of Highlight Technology Corp, specializes in semiconductor ozone supply systems, remote plasma sources (RPS), RF power systems, and technical maintenance...
Thursday 21 November 2024
Xi highlights AI risks, warns against US-China decoupling
At the 2024 World Internet Conference (WIC), Chinese President Xi Jinping emphasized that while AI empowers humanity to better understand and reshape the world, it also presents unpredictable...
Thursday 21 November 2024
MLCC firm Holy Stone to see stable growth in 2025 automotive orders
Niche multi-layer ceramic capacitor firm Holy Stone Enterprise points to uncertain demand in the industrial control market for 2025, in contrast with the automotive sector, which...
Thursday 21 November 2024
IQE Taiwan IPO plans remain for 2025 amid strategic review
IQE, a British manufacturer of compound semiconductor wafers and materials solutions, will proceed with its plan to list its Taiwan subsidiary in 2025, despite considering a potential...
Thursday 21 November 2024
Government subsidies drive 4Q24 TV sales with risks of overdrawing future demand
The newest round of subsidies for trade-in programs made by China's government targeting TVs and consumer electronics has effectively boosted LCD TV demand in the fourth quarter,...
Thursday 21 November 2024
SSD sales to outperform DRAM module sales in 2024
SSD sales have been buoyed by specifications upgrades, according to industry sources, while DRAM module sales have exhibited signs of weakness. In 2024, they predict that SSD sales...
Thursday 21 November 2024
Edom monitors infrastructure development; partners with Nvidia on industrial control, healthcare
IC distributor Edom Technology projects that current trends will extend into 2025, with AI remaining the industry's core focus. The company is actively monitoring infrastructure developments...
Thursday 21 November 2024
SK Hynix closes in on Samsung with NAND market share set to top 20%
SK Hynix's strategic focus on high-end NAND memory, coupled with rising AI-driven demand, is expected to push its annual market share above 20% in 2024, bringing it closer to industry...
Thursday 21 November 2024
China PC sales expected to slump in 1Q25 after trade-in rush
The Chinese PC market is expected to experience particularly weak sales during the first quarter of 2025, following a surge in replacement demand driven by government trade-in subsidies,...
Thursday 21 November 2024
Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
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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