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NEWS TAGGED 2025
Monday 25 November 2024
Samsung's HBM3E availability remains uncertain for Nvidia's Blackwell
During Nvidia's earnings call for the third quarter of fiscal year 2025, CEO Jensen Huang expressed gratitude to supply chain partners including TSMC and SK Hynix for their contribution...
Friday 22 November 2024
Trump-style 'Made in USA' could end tariff exemptions for China-made notebooks and smartphones
Donald Trump's expected return to the White House on January 20, 2025, has intensified speculation over his trade policy plans. Liu, Director of the Regional Development Study Center...
Friday 22 November 2024
Shuang Bang upbeat on AI electronics and eco-materials outlook
Shuang Bang Industrial, a specialized maker of synthetic resins and functional fabrics in Taiwan, is optimistic about its 2025 performance. As global inventory levels continue to...
Friday 22 November 2024
Xiaomi to replace GetApps with Indus AppStore in India
Xiaomi will replace its GetApps store with PhonePe's Indus AppStore in India starting January 2025 to improve user experience, addressing concerns about intrusive ads and privacy...
Friday 22 November 2024
ESMT struggles with inventory backlogs, projects weak early 2025 market
Elite Semiconductor Microelectronics Technology Inc. (ESMT) expected a rebound in the memory market in the second half of 2024, driving an increase in wafer production. However, demand...
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
Thunder Tiger seeks partnership with Israeli lens company to expand drone production lines in Taiwan
Thunder Tiger Technology, a leading drone manufacturer in Taiwan, has revealed impressive achievements at this year's AUSA (Association of the United States Army) Convention and has...
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
Nvidia Blackwell shipment acceleration boosts GB200 peripheral chip suppliers
Peripheral chip vendors have received a boost from Nvidia's announcement that it is accelerating shipments for its next-generation Blackwell platform, alleviating earlier concerns...
Friday 22 November 2024
Server component makers ready for Nvidia GB200 mass production boom
Nvidia is poised to begin mass production of its GB200 super chip, with founder and CEO Jensen Huang announcing that the supply outlook exceeds expectations and shipments will proceed...
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.
Friday 22 November 2024
Nvidia secures 60% of TSMC's doubled CoWoS capacity for 2025
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...
Friday 22 November 2024
iPhone SE 4 reportedly to launch in March 2025 with Apple-designed 5G modem
Apple's iPhone SE 4 is set to be released in March 2025, marking a significant milestone with the introduction of the company's first in-house 5G modem chip, reducing its reliance...
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...
CHT
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