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Wednesday 4 December 2024
TV panel prices unlikely to drop in short term, though price increases will also take time, says manufacturers
Since late August, China's "trade-in" policy has gradually revitalized demand for LCD TV panels, easing the decline in prices. As a result, global TV shipments are expected to see...
Wednesday 4 December 2024
Climate change drives Taiwan power grid overhaul and demand surge
Following multiple typhoons in 2024, Taiwan faces significant challenges to its power grid. Taiwan Power Company (Taipower) Vice President and CEO Ming-Shu Chen highlighted the increasing...
Wednesday 4 December 2024
AI driving lucrative opportunities in workstation businesses
Workstations are the latest hardware category to see an AI-related boom. As noted by James Huang, chairman of rugged industrial PC (IPC) specialist Getac Technology, the company has...
Wednesday 4 December 2024
Supply chain advances BCD technology in China for AI, energy-efficient automotive chips
With China maintaining its position as the largest electric vehicle (EV) market globally, the semiconductor supply chain is intensifying its focus on the region. Industry leaders...
Wednesday 4 December 2024
European tier 1 auto suppliers face transformation challenges in 2024
Leading tier 1 European automotive suppliers, including Bosch and ZF, have laid off more than 50,000 workers in 2024, surpassing layoffs during the COVID-19 pandemic. This is mainly...
Wednesday 4 December 2024
Marvell reports strong 3Q24 results, driven by AI silicon demand
Marvell reported strong fiscal third-quarter results with a 6.87% revenue increase, driven by record data center revenue, primarily from custom AI silicon. The company forecasts continued...
Wednesday 4 December 2024
Ibiden plans 40% output boost for AI server IC substrates in 2025
Japanese IC substrate maker Ibiden is ramping up production capacity in response to rising demand linked to generative AI, with plans centered on renovating its current facilities...
Tuesday 3 December 2024
China and ASML respond to new US restrictions adding 140 more entities to Entity List
China has expressed strong dissatisfaction in response to the new round of sanctions from the US. China's Ministry of Commerce issued a statement stating that the new measures further...
Tuesday 3 December 2024
Power semiconductor firms explore niche auto markets amid headwinds
Major integrated device manufacturers (IDM) are pessimistic about automotive chip prospects in 2025, with Taiwan-based power semiconductor firms taking cautious stances on the European...
Tuesday 3 December 2024
Chinese OSATs step up investment in advanced packaging
Chinese outsourced semiconductor assembly and test (OSAT) providers have intensified their capacity expansion for advanced packaging to support the country's semiconductor self-sufficiency...
Tuesday 3 December 2024
Trump 2.0 trade war: potential winners and losers
Donald Trump's upcoming return to the US presidency and his promised import tariffs threaten to disrupt the World Trade Organization's free trade principles. The WTO's 166 member...
Tuesday 3 December 2024
Shift in brand AI server orders; Taiwan contract firms still benefit
Orders for brand AI servers are surging, prompting Taiwan-based electronic contract manufacturing firms to capitalize on the trend regardless of order variations.
Tuesday 3 December 2024
Shinkong diversifies amid European auto slump, eyes AI server opportunities
Shinkong Synthetic Fibers continues to navigate through Europe's prolonged automotive market downturn by implementing proactive diversification strategies and making a strategic entry...
Monday 2 December 2024
Elon Musk lands priority for Nvidia GB200 delivery in January with US$1.08 billion
Elon Musk's artificial intelligence company xAI has made headlines with its urgent push for advanced AI hardware. Industry sources indicate that Musk directly approached Nvidia CEO...
Monday 2 December 2024
GenAI drives smartphone market revival, but innovation gaps remain
Global smartphone shipments have slowed in recent years due to high inflation, market saturation, and extended replacement cycles. However, the surge in generative AI (GenAI) has...
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