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Thursday 3 October 2024
Taiwan wafer foundry industry expected to go up 18% sequentially in 2H24, says DIGITIMES Research
Boosted by short-term orders in the electronics supply chain and shipments of AI and high-performance computing (HPC) chips, Taiwan's wafer foundry industry posted better-than-expected...
Thursday 3 October 2024
Shorter iPhone 16 delivery times spark mixed reactions: Weaker market demand or better supply chain management?
The shortened delivery times for the iPhone 16 series have sparked mixed reactions. Some view it as a sign of weaker demand, while others attribute it to improved supply chain management...
Thursday 3 October 2024
Why is Volkswagen shutting down its factories?
Automaker Volkswagen has announced several plans to shut down or migrate its factories, signaling a strategic adjustment for the company in the global market. In particular, this...
Thursday 3 October 2024
Pegatron chairman: AI is brewing, awaiting smartphone replacement wave
Apple's new iPhone 16 series has seen significantly shortened delivery times, leading to external speculation that market demand might be weaker than expected. In response, Pegatron...
Thursday 3 October 2024
China solar energy sector dogged by oversupply
China's solar energy firms, which have 85% of the global market, are being hit by an unprecedented level of oversupply and encountering export challenges in the European and US markets,...
Thursday 3 October 2024
Taiwanese companies lower recruitment requirements in response to labor shortage
From January to August 2024, Taiwan's exports grew by 10.94% compared to the same period in 2023, while imports increased by 9.34%. The trade surplus for this period reached US$52.45...
Thursday 3 October 2024
Mobile GenAI market faces growth hurdles despite 2% smartphone shipment boost in 2024
Global mobile phone shipments are expected to grow by approximately 2% in 2024, driven by the integration of generative AI technologies. However, industry experts caution that significant...
Thursday 3 October 2024
TSMC's backend equipment suppliers benefit from AI chip demand
Strong AI chip demand has led to full utilization of TSMC's fab capacity, benefiting related suppliers such as Siliconware Precision Industries (SPIL) and equipment manufacturers...
Wednesday 2 October 2024
Sumitomo Metal Mining to mass produce 8-inch SiC wafers
Sumitomo Metal Mining has unveiled plans to significantly increase its production of SiC wafers. The company's subsidiary, Sicoxs, will establish a new production line in Japan to...
Wednesday 2 October 2024
Europe faces data center capacity shortage in sovereign AI race
As governments strive to develop sovereign AI capabilities to reduce reliance on foreign technology, Europe confronts a critical challenge: its data center capacities are inadequate...
Wednesday 2 October 2024
Enterprise SSD demand boosts NAND process development
The demand for enterprise-level solid-state drives (SSDs) has surged, resulting in price increases as cloud computing service providers (CSPs) actively raise capital expenditures,...
Wednesday 2 October 2024
Passive component makers seize AI opportunities and join Nvidia GB200 supply chain
As the fourth quarter approaches, Nvidia's GB200 is emerging as a key focus in the passive components industry. Companies are increasingly targeting the growth potential fueled by...
Wednesday 2 October 2024
Global automotive semiconductor demand shows regional disparities
The automotive supply chain has been divided into two camps in recent years: the West, encompassing Europe and the US, and China. While near-term demand projections remain uncertain,...
Wednesday 2 October 2024
Taiwan's IC design houses expect slow 4Q24, hope for 2025 rebound
Taiwan's IC design houses are anticipating a sluggish fourth quarter in 2024 but remain hopeful for a rebound in 2025, driven by increased demand in sectors such as PCs, network communications,...
Wednesday 2 October 2024
Supply chain cautious about auto market outlook for 4Q24
Industry sources anticipate that the automotive sector will stay stagnant in the fourth quarter of 2024 and remain cautious about prospects in the face of unfavorable macro develop...
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