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NEWS TAGGED COMMENTARY
Tuesday 5 March 2024
2024 Industry Outlook (4): Automobile production migration from advanced to emerging countries
The market is looking forward to the business opportunities of electric vehicles; however, the demand has been impacted by the weaker-than-expected macroeconomic growth.
Monday 4 March 2024
Four questions regarding the potential of foldable devices
The high, double-digit annual shipment growth rate of foldable smartphones has caused the market to view it as a crucial product line that will drive the turnaround in overall smartphone...
Friday 1 March 2024
Apple's titanic EV tragedy explained
Apple recently woke up from its EV pipe dream.
Friday 1 March 2024
Foxconn to still reap benefits despite Apple's shift away from EVs
Rumors persist that Apple is interested in investing in the development of the Apple Car. Recent speculations suggest that Project Titan, which has never been officially confirmed,...
Friday 1 March 2024
2024 Industry Outlook (3): Using economic data to assess industry directions in Taiwan and China
In 2023, Taiwan's exports declined by 9.8%, which is of course related to the weakening of electronics exports, but with a total export value of US$432.5 billion, a trade surplus...
Friday 1 March 2024
What does it mean for Taiwan ICT firms if Apple ends its EV plans?
According to reports, Apple has abandoned its nearly decade-long electric vehicle (EV) R&D and production strategy, leaving many wondering how this will impact Taiwan's ICT supply...
Thursday 29 February 2024
Taiwan's transformation into global semiconductor leadership and future challenges
In university, I studied electrical engineering, and at that time, semiconductors were an emerging field. The electronics courses we took still taught vacuum tubes. It wasn't until...
Thursday 29 February 2024
2024 Industry Outlook (2): ICT industry performance reflects economic health in Taiwan
In 2023, 940 plus publicly listed electronics companies in Taiwan reported a total of US$833 billion in revenues, down 12.6% from US$953 billion in 2022. This number reflected the...
Tuesday 27 February 2024
2024 Industry Outlook (1): cross-discipline competitions and diversified business development
Newcomers to the industry are often intimidated by the flexibility and diversity of the strategies of the traditional large companies that are constantly responding to change. When...
Tuesday 27 February 2024
Mirror on the wall... will Intel become 2nd largest foundry in the world? Perhaps, but...
Intel CEO Pat Gelsinger wants the company to become the world's second-largest foundry service provider by 2030. With the right partners, it may achieve the goal faster than expected...
Monday 26 February 2024
China's homegrown NearLink wireless tech to challenge Wi-Fi dominance, says DIGITIMES Research
NearLink (also known as SparkLink), China's homegrown wireless communication technology, entered commercialization in 2023 after being led by Huawei and supported by more than 400...
Friday 23 February 2024
Intel is grabbing Samsung's cheese with system-level foundry
Samsung beware: As Intel Foundry (IF) is now collaborating with TSMC to accomplish an advanced packaging mission to meet customer's needs, it is aiming for something bigger.
Friday 23 February 2024
As Nvidia's downgraded AI chips go unwanted in China, who is the biggest beneficiary?
Recently, DIGITIMES has had several reports and comments regarding Nvidia's launch of the 2-gen downgraded AI chip H20 designed exclusively for China, but a lack of interest from...
Thursday 22 February 2024
Nvidia's FY2025 revenue likely to exceed US$100 billion as AI boosts growth
With the surge in demand for generative AI training over the past few quarters, Nvidia's performance has shown a significant leap, benefiting various supply chain players and emerging...
Thursday 22 February 2024
AI server reality check: Foxconn's Young Liu raises doubts amidst industry hype
In 2023, AI took the global tech scene by storm, not just lighting up the tech industry's dim outlook but also emerging as a linchpin for supply chain players eyeing a market resur...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research