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Tuesday 31 December 2024
2024 review: IC design houses saw uneven cloud, edge AI demand
The IC design industry has seen demand in 2024 vary starkly across different applications: cloud AI-related demand continued to grow month by month, while the edge device sector was...
Tuesday 31 December 2024
AI remains main theme in semiconductors, with Nvidia and TSMC leading industry developments
In 2025, TSMC and Nvidia will continue to lead the semiconductor sector, which remains influenced by AI, according to industry sources.
Tuesday 31 December 2024
AI server growth to stay promising in 2025
AI servers are facilitating the prosperity of device assemblers and will persist in doing so until 2025, despite a decelerating consumer electronics sector.
Tuesday 31 December 2024
2025 semiconductor boom: AI to drive growth while Trump era adds volatility
As 2024 concludes and 2025 begins, AI remains the cornerstone of semiconductor sector growth, fueling increased demand for foundry services. However, Donald Trump's return to the...
Tuesday 31 December 2024
2024 review: Chinese EVs and restructuring shake up auto industry
As 2024 draws to a close, we look back at the tumultuous year of ups and downs for the global EV industry and the major events that occurred in 2024 that may shape this rapidly evolving...
Monday 30 December 2024
MediaTek shines amid Taiwan's IC design stagnation as 2025 signals a potential shift
2024 revenue trends for IC design firms indicate modest growth among most Taiwanese companies, with MediaTek emerging as a standout performer. As full-year figures remain pending,...
Monday 30 December 2024
GB200 NVL shipments expected to accelerate amid KYEC's capex increase
According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks...
Monday 30 December 2024
Notebook shipment update, November 2024

Introduction

Monday 30 December 2024
AI GPU demand drives significant increase in KYEC's capital expenditure
The rapid growth in the training requirements for generative AI (GenAI) models has led to a surge in demand for Nvidia's latest Blackwell AI GPUs. However, as the manufacturing processes...
Monday 30 December 2024
Taiwan wafer foundry industry, 4Q 2024

Introduction

Monday 30 December 2024
Upcoming TSMC investor meeting to discuss company prospects, new US tariff policies
The quarterly investors conference of TSMC is scheduled for January 16, 2025. Along with the future economic outlook, the upcoming inauguration of US President-elect Donald Trump...
Monday 30 December 2024
China's crystalline makers scale back to avoid cutthroat competition
China's two major crystalline silicon suppliers for solar cells announced production cuts in response to the current market downturn, where the industry is trying to cope with oversupply,...
Monday 30 December 2024
Taiwan's network firms see tech-driven rebound in 2025 amid US-china trade dynamics
Taiwanese network communication manufacturers report no immediate impact from the US-China trade war on orders but remain optimistic about long-term opportunities driven by geopolitical...
Monday 30 December 2024
LCD demand recovery boosts utilization rates, while OLED faces weak TV demand
Despite the rebound in LCD demand driving panel manufacturers' utilization rates, the weak demand for OLED TVs is expected to hinder improvements in utilization rates for OLED panel...
Friday 27 December 2024
Taiwan firms pivot to high-end security chips amid rising competition
Security chip demand has remained subdued in 2024, falling short of pandemic-era peaks, with customers showing reluctance in inventory replenishment. Industry sources indicate that...