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Monday 6 January 2025
ASML CEO leads high-level delegation to TSMC next week
Ahead of TSMC's quarterly earnings release on January 16, 2025, the pure-play foundry is holding year-end meetings with key suppliers. ASML, a critical partner of TSMC, is showing...
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...
Thursday 26 December 2024
Qualcomm bets on automotive, IoT for ambitious growth
Qualcomm is doubling down on smart terminals, eyeing the automotive and Internet of Things (IoT) sectors to fuel its next growth phase. At two events in November, the company revealed...
Monday 23 December 2024
Micron advances HBM4 development, sets 2026 for mass production
Micron Technology announced during its latest investor conference that its HBM4 development is progressing as planned while revealing development of HBM4E is underway. The company...
Thursday 19 December 2024
Micron is optimistic about HBM demand and AI growth despite market challenges
After revealing the latest financial results, Micron held an earnings call, discussing the recovery paces across markets. The company is optimistic about the demand for HBM as it...
Wednesday 11 December 2024
MediaTek's November revenue shines with full-year revenue set to reach NT$500 billion
MediaTek has announced its revenue performance for November, reporting a monthly revenue of NT$45.242 billion (approx. US$1.391 billion), which represents an 11.49% decrease from...
Tuesday 10 December 2024
Market recovery remains uncertain despite automotive and industrial chip potential
Major semiconductor manufacturers are maintaining their long-term optimistic outlook on automotive and industrial control chips, driven by continuing technological innovation. However,...
Friday 6 December 2024
Phihong to ramp up production for low-orbit satellite products in 1H25
Leading power supply maker Phihong Technology held its quarterly earnings call on December 5, during which general manager Allan Lin noted that the company has begun low-volume shipments...
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...
Thursday 5 December 2024
Intel stands by forecast after CEO exit, vows to be thriftier
Intel, fresh off the abrupt departure of CEO Pat Gelsinger, stuck with its current financial forecast during a presentation Wednesday while also saying it would keep a tight rein...
Tuesday 26 November 2024
Nvidia's AI ambitions seek sovereign boost
Nvidia's recent earnings paint a mixed picture of the AI chip giant's trajectory. While quarterly revenue continued to climb sequentially, annual growth slowed to 70% from 90% in...
Monday 25 November 2024
JDI shifts from China OLED plans post-Trump win, eyes glass substrate business
Japan Display Inc. (JDI) anticipates its eleventh consecutive year of net losses and plans to pivot from displays to growth sectors such as semiconductor packaging substrates and...
Monday 25 November 2024
Samsung's HBM3E availability remains uncertain for Nvidia's Blackwell
During Nvidia's earnings call for the third quarter of fiscal year 2025, CEO Jensen Huang expressed gratitude to supply chain partners including TSMC and SK Hynix for their contribution...
Friday 22 November 2024
Inside TSMC III: Restoring investor confidence through strategic PR
"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." —Warren Buffett.
Friday 22 November 2024
IC design firms bullish on 2025, but 1Q25 outlook remains uncertain
A consensus has emerged among IC design companies during recent earnings calls, with all players expressing positive evaluations for their 2025 outlook. Growth momentum is widely...
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