CONNECT WITH US
NEWS TAGGED COMMENTARY AND ANALYSIS
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
Something tricky this way comes as China's EV empire grows
The aggressive market capture tactics, employed by Chinese car manufacturers, present fresh challenges for the global electric vehicle (EV) industry.
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
Why Kioxia is warming up to SK Hynix for WD merger talks
The memory market has rebounded from the previous trough, led by NAND Flash's multi-fold price surge. However, the NAND business of many integrated device manufacturers (IDMs) is...
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...
filusch fiore kommunikations.design GmbH
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