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NEWS TAGGED 2025
Tuesday 19 November 2024
AMD distributor Weikeng eyes 2025 AI boom
Peripheral IC distributor Weikeng Industrial has seen robust growth in 2024 driven by strong AI demand, which is expected to continue into 2025 as prospects for AI servers and PCs...
Tuesday 19 November 2024
Nichidenbo expects AI servers to drive growth in 2025, as PC, consumer product shipments remain stable
Passive component distributor Nichidenbo held its earnings call on November 18, during which company president and spokesman Yao-kuo Yu forecasted steady growth in the PC and consumer...
Tuesday 19 November 2024
GSEO expects stronger lens orders from 2025 smartphone market
Taiwan-based lens maker Genius Electronic Optical (GSEO) is guardedly optimistic about 2025 sales, expecting wider penetration for its periscope lenses in smartphones and other applications,...
Tuesday 19 November 2024
IPC makers expect market rebound soon, but are weary about new US administration
Despite signs of a possible rebound in the industrial control market, industrial PC (IPC) manufacturers believe performance will depend on related policies once US President-elect...
Tuesday 19 November 2024
Trump's return sparks concerns over AI regulation and cloud operations in China
President-elect Donald Trump will be sworn in on January 20, 2025. A primary concern in the software sector is the potential tightening of regulations on open-source models and the...
Tuesday 19 November 2024
Japanese chip equipment makers see mixed outlook amid AI boom, China slowdown
Japanese semiconductor equipment manufacturers, including Tokyo Electron and Kokusai Electric, have raised profit forecasts driven by surging AI demand. However, China's cooling semiconductor...
Monday 18 November 2024
Global display panel market to hit US$118 billion in 2024, driven by OLED and AI
As AI technology advances, demand for electronic product upgrades is boosting panel shipments, with OLED adoption and niche applications driving growth in the display industry. The...
Monday 18 November 2024
Nvidia's Blackwell rack design reportedly faces overheating, potentially delaying shipments
Nvidia's upcoming Blackwell GPUs, already delayed to market, are reportedly facing severe overheating issues in high-capacity server racks, raising concerns over deployment timelin...
Monday 18 November 2024
Car rental giants Hertz and Sixt get hit by 'triple blow' in EV transition
US-based car rental giant Hertz and its European counterpart Sixt have both faced severe financial losses due to the rapid depreciation of electric vehicles (EVs) in their fleets...
Monday 18 November 2024
Brands compete in the AI+ eyewear market, with Xiaomi and Baidu joining the fray
Recently, Meta unveiled its new augmented reality (AR) glasses prototype, Orion, alongside the smart glasses, Ray-Ban Meta, which was developed in collaboration with Ray-Ban. This...
Monday 18 November 2024
Hiwin sees bright US automation prospects amid Europe's slowdown
Following a five-year hiatus, Hiwin resumed its in-person earnings call, providing an updated outlook for 2025. The company expects increased economic clarity post-US presidential...
Monday 18 November 2024
Silicon wafer shipments rise in 3Q24, says SEMI
Global silicon wafer shipments showed positive growth in both sequential and annual comparisons for the third quarter of 2024, according to SEMI.
Monday 18 November 2024
Taiwan tech supply chain at crossroads: AI boom meets geopolitical tensions
The rise of generative AI is reshaping the global technology landscape, putting Taiwan's critical role in the spotlight while geopolitical tensions threaten to fragment the semiconductor...
Monday 18 November 2024
TSMC adjusts CoWoS capacity plans amid Trump 2.0 uncertainty
Rising global uncertainties following Donald Trump's presidential victory have led TSMC to recalibrate its ambitious expansion plans for Chip-on-Wafer-on-Substrate (CoWoS) packaging...
Friday 15 November 2024
DIGITIMES Tech Forum 2025: Ongoing US-China tension draws attention to overseas transfer plans in the electronics industry
Global supply chains are accelerating their decoupling processes as geopolitical tensions persist, according to DIGITIMES vice president Eric Huang at the recent Tech Forum 2025....