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Thursday 14 March 2024
Taiwanese IC distributors to capitalize on handset and PC inventory shrinkage, AI chip boom in 2024
Taiwan's major IC distributors, including WPG Holdings, WT Microelectronics, Supreme Electronics, and Edom Technology, anticipate several significant trends for 2024 in the semiconductor...
Thursday 14 March 2024
Cloud's bursting: In the AI-fueled clash of the CSPs chips are the rainmakers
Artificial Intelligence (AI) is catalyzing the demand for cloud services.
Thursday 14 March 2024
PCB firm Dynamic Holding optimistic about high-end HDI board demand
Dynamic Holding anticipates growth momentum for 2024 to be driven by new automotive boards, networking server products, and a particularly positive outlook for its high-end HDI product...
Wednesday 13 March 2024
With replacement demand and new AI PCs, JEITA estimates global PC sales to grow by 0.4% in 2024
The Japan Electronics and Information Technology Industries Association (JEITA) estimated that the global PC market scale, in terms of units, will shift away from the declines in...
Wednesday 13 March 2024
WPG optimistic about CPU and memory chip demand
IC distributor WPG Holdings sees a bright outlook for GPU and memory chips in 2024, driven by AI servers and other device applications.
Wednesday 13 March 2024
Bike industry 2024 outlook: giant brands optimistic, component makers cautious
The global bicycle industry is navigating a divergent path towards recovery as Giant and Merida expressed optimism for a rebound in 2024, while e-bike component manufacturers remain...
Wednesday 13 March 2024
NAND flash contract prices to rise through 1H25, says Silicon Motion
Contract market prices for NAND flash memory will rise another 20% in the second quarter, according to Wallace Kou, president and CEO of memory device controller IC supplier Silicon...
Wednesday 13 March 2024
Edge AI to boost automotive and industrial chip demand, says Renesas
The automotive and industrial automation sectors remain the most significant drivers of development for edge AI, according to Renesas during a recent technology forum it hosted in...
Wednesday 13 March 2024
Nvidia AI server chips remain in high demand
Demand remains high for Nvidia AI server processors despite the transition from older to newer products, according to industry sources.
Tuesday 12 March 2024
Great expectations for AI highlight ABF pain points
The ABF substrate industry is in a quandary.
Tuesday 12 March 2024
DFI to focus on AI integration, as demand for industrial PCs rebounds
After a less-than-stellar 2023 due to inventory adjustments among customers in the second half of the year, the industrial PC (IPC) industry is finally seeing a rebound in demand...
Tuesday 12 March 2024
Taiwan expands Aviation FTZ to expedite AI chips and server shipment
Generative AI has driven huge demand for High-Performance Computing (HPC) chips and AI servers, turning Taiwan into the hardware distribution center for Generative AI hardware in...
Tuesday 12 March 2024
Backend houses upbeat about orders for memory chips
With memory chipmakers ready to scale up output, industry sources indicated that backend houses are optimistic about orders from the memory sector beginning in the second quarter...
Monday 11 March 2024
Drastic NAND price hikes could dampen demand, says Phison CEO
While the price increase caused by NAND production cuts is not a good thing, it is an encouraging development for NAND flash chip makers to regain profitability and build new fabs,...
Monday 11 March 2024
Taiwan wind maker Yen Sun is a big fan of high-end computer cooling opportunities
Fan maker Yen Sun thinks growth lies in high-end computer cooling.
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