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Tuesday 31 December 2024
ASE joins hands with Pegatron, substrate manufacturers for AI packaging substrate inspection
Leading OSAT firm ASE has teamed up with leading substrate makers, major AI server manufacturer Pegatron, and others to develop an AI visual inspection system, aimed at accelerating...
Tuesday 31 December 2024
AI remains main theme in semiconductors, with Nvidia and TSMC leading industry developments
In 2025, TSMC and Nvidia will continue to lead the semiconductor sector, which remains influenced by AI, according to industry sources.
Tuesday 31 December 2024
2024 review: Microsoft, OpenAI, Apple, and Google vie for AI dominance
Microsoft, OpenAI, Apple, and Google are trying to lead the AI revolution through innovative technologies and competitive tactics. Microsoft's AI-enhanced PCs, OpenAI's inventive...
Tuesday 31 December 2024
2024 review: Taiwanese ODMs thrive as top 5 brands step up for AI servers
The global AI server market is expected to expand from US$142.88 billion in 2024 to US$837.83 billion by 2030, with a CAGR of 34.3%, according to MarketsandMarkets. This growth is...
Tuesday 31 December 2024
AI server growth to stay promising in 2025
AI servers are facilitating the prosperity of device assemblers and will persist in doing so until 2025, despite a decelerating consumer electronics sector.
Tuesday 31 December 2024
2025 semiconductor boom: AI to drive growth while Trump era adds volatility
As 2024 concludes and 2025 begins, AI remains the cornerstone of semiconductor sector growth, fueling increased demand for foundry services. However, Donald Trump's return to the...
Tuesday 31 December 2024
Foxconn's succession model: interview with Chairman Young Liu–Part I, a DIGITIMES exclusive
Since taking over as Foxconn chairman in 2019, Young Liu has steered the company through a series of global challenges, including the pandemic, supply chain disruptions, evolving...
Tuesday 31 December 2024
2024 review: China chip and auto sector reshaped by self-sufficiency efforts and US sanctions
The year 2024 saw intensifying US-China tech tensions amid sweeping US sanctions and China's economic challenges, including weak demand, declining foreign investment, and widespread...
Monday 30 December 2024
Tech giants outpacing startups? Hybrid and vertical applications emerge as niches for innovation
As tech giants expand their AI capabilities, concerns arise over the challenges startups might face. However, Seasalt.ai remains optimistic, believing there's still ample opportunity...
Monday 30 December 2024
GB200 NVL shipments expected to accelerate amid KYEC's capex increase
According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks...
Monday 30 December 2024
AI GPU demand drives significant increase in KYEC's capital expenditure
The rapid growth in the training requirements for generative AI (GenAI) models has led to a surge in demand for Nvidia's latest Blackwell AI GPUs. However, as the manufacturing processes...
Monday 30 December 2024
Upcoming TSMC investor meeting to discuss company prospects, new US tariff policies
The quarterly investors conference of TSMC is scheduled for January 16, 2025. Along with the future economic outlook, the upcoming inauguration of US President-elect Donald Trump...
Monday 30 December 2024
Taiwan's network firms see tech-driven rebound in 2025 amid US-china trade dynamics
Taiwanese network communication manufacturers report no immediate impact from the US-China trade war on orders but remain optimistic about long-term opportunities driven by geopolitical...
Monday 30 December 2024
OpenAI mulls plan for more conventional for-profit business
OpenAI, founded a decade ago as a research organization, is considering a change to the AI company's structure that would create a more conventional money-making corporation alongside...
Monday 30 December 2024
LCD demand recovery boosts utilization rates, while OLED faces weak TV demand
Despite the rebound in LCD demand driving panel manufacturers' utilization rates, the weak demand for OLED TVs is expected to hinder improvements in utilization rates for OLED panel...