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NEWS TAGGED DEMAND
Friday 6 December 2024
Semiconductor seismic shifts: leadership upheavals, AI gains, and global challenges
The semiconductor industry's recovery continues to show stark contrasts. While artificial intelligence (AI) technologies fuel growth for select manufacturers, others struggle with...
Friday 6 December 2024
GenAI drives consumer demand for faster, differentiated 5G connectivity services, according to Ericsson report
The rapid growth of generative AI (GenAI) and its proliferating applications is driving the need for telecom operators to optimize and expand their 5G systems. According to Ericsson's...
Friday 6 December 2024
Chinese clients hesitant in procuring local chips despite import substitution push
Despite mounting pressure for semiconductor independence, Chinese technology companies remain reluctant to fully embrace locally manufactured chips as alternatives to US-restricted...
Friday 6 December 2024
HPE exceeds revenue and operating margin targets on AI-server momentum despite margin concerns
Hewlett Packard Enterprise (HPE) surpassed revenue and operating margin expectations in its latest quarter, driven by strong AI-server demand, though margin pressures raise questions...
Friday 6 December 2024
Asian players eye opportunities as European, US automotive suppliers downsize
Major tier-1 automotive suppliers in Europe and the US are conducting layoffs amid disappointing electric vehicle (EV) demand, potentially creating opportunities for their Asian counterparts...
Friday 6 December 2024
Foxconn reports November revenue decline due to slow consumer and networking products
Foxconn reported a November revenue of NT$672.585 billion (approx. US$20.76 billion), surpassing the total earnings of the previous year in the first 11 months of 2024. Despite a...
Friday 6 December 2024
Sakura Internet expands GenAI business, estimates need for 10,000 Nvidia GPUs annually
Sakura Internet is collaborating with NEC to develop a generative AI (GenAI) service platform, integrating NEC's "cotomi" AI technology into its offerings. To support this initiative,...
Friday 6 December 2024
Ezconn revenue set to double in 2024 and grow further in 2025 on AI data center boom
Driven by robust data center demand from major US tech companies, Taiwan's optical communication solutions provider Ezconn expects to achieve record-high revenue in 2024. The company...
Thursday 5 December 2024
BAE Systems expands space presence in Asia-Pacific with Taiwan partnership
BAE Systems is advancing its position in the commercial space sector through a series of strategic partnerships in Asia-Pacific, marking a significant shift from its traditional defense...
Thursday 5 December 2024
Foxconn steps up AI deployment in green energy
Amid surging electricity demands and growing potential in green energy, Foxconn is strengthening its market presence by leveraging AI to enhance operational efficiency and value cr...
Thursday 5 December 2024
CSPs accelerate custom chip adoption amid ASIC market expansion
AWS announced significant cloud developments and custom chip design progress at its major conference in the US this week. The company's next-generation 3nm chip, Trainium 3, is set...
Thursday 5 December 2024
Sensor maker FineTek expands production amid surging server liquid cooling orders
FineTek, a leading Taiwanese sensor manufacturer, is experiencing a sharp increase in orders from server ODM clients this December, driven by the mass production of Nvidia's GB200...
Thursday 5 December 2024
Microchip expansion halt is a wake-up call for Chinese automotive MCU makers
Following American chipmaker Microchip Technology's announcement regarding the closure of its Fab 2 wafer factory in Arizona and pause in its application for US semiconductor subsidies,...
Thursday 5 December 2024
Automakers face existential crossroads as competition intensifies
The automotive industry faces unprecedented upheaval as traditional manufacturers from Europe, the US, Japan, and South Korea confront economic headwinds and weakening electric vehicle...
Thursday 5 December 2024
Another one bites the silicon: Intel's Gelsinger joins 2024's CEO exodus
Intel CEO Pat Gelsinger announced his retirement today, though sources indicate the board presented him with an ultimatum to either resign or face termination. This development adds...
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