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Friday 30 August 2024
IntelliEPI reports GaSb shipment growth and robust raw material inventory amid China's export controls
Yung-chung Kao, chairperson of IntelliEPI, stated that despite revenue growth in the first half of 2024, the company experienced increased losses and a decline in gross margin due...
Friday 30 August 2024
Nvidia beats expectations again, as market raises the bar higher than ever
Nvidia's widely anticipated financial statement for the second quarter of fiscal year 2025 (up until July 28) has been announced. Its revenue has once again exceeded the financial...
Wednesday 28 August 2024
Nvidia's upcoming results expected to surpass expectation
Nvidia will release its fiscal second-quarter financial results on August 28. The market has high expectations for the company, anticipating revenue and gross margin figures to exceed...
Friday 23 August 2024
EZconn sets record gross margin as AI demand fuels optical communication growth
Benefiting from the surge in AI server demand, optical communication manufacturer EZconn has joined the growth wave. In the first half of 2024, its consolidated revenue reached NT$2.268...
Thursday 22 August 2024
Innodisk sees over 20% revenue from AI; revenue and profit to increase in 2H24
With the increasing implementation and demand for edge AI applications, DRAM manufacturer Innodisk stated that its edge AI projects have been progressing smoothly with AIoT-related...
Wednesday 21 August 2024
LED market grows in 1H24, driven by automotive and invisible light products
As LED demand recovers, many companies have experienced operational improvements in the first half of 2024, particularly in the invisible light and automotive markets, which have...
Thursday 15 August 2024
Ola Electric reports wider loss after IPO debut
Ola Electric, which just went public in early August, released its first financial results after IPO, with gross margin improving despite larger losses.
Tuesday 13 August 2024
PixArt sees peak season momentum in 2H24
PixArt Imaging, an IC design house specializing in CMOS image sensors (CIS) and other sensor chips, expects peak season momentum to drive sales in the second half of 2024.
Tuesday 13 August 2024
Robust AI server sales buoy Wistron 2Q24 results
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
Tuesday 13 August 2024
Elan reports strong Q2 results, anticipates growth in notebook touchscreen chip sales
Leading touch microcontroller maker Elan Microelectronics posted stellar results for the second quarter of 2024, with high-margin touchscreen chips leading the charge as the company...
Tuesday 13 August 2024
AI server manufacturers' gross margins vary by business model
As major AI server makers release their latest financial reports, gross margins have become a key metric for investors. Supermicro saw a sharp decline in market value after it reported...
Tuesday 13 August 2024
Flexium anticipates profitable transformation by 2025 amid stable Q3 operations
Flexium, Taiwan's leading flexible printed circuit (FPC) company, held an earnings call on August 12, highlighting its strategic transformation towards high-frequency transmission...
Monday 12 August 2024
PCB firm Compeq enjoys ramp-up in orders for LEO satellites
Compeq Manufacturing is one of the Taiwan-based PCB manufacturers aiming to prioritize low Earth orbit (LEO) satellite and AI server applications in 2024. Compeq, which has a long...
Monday 12 August 2024
AI servers boost Inventec, Wistron July sales
Robust AI server demand boosted sales performance for ODMs including Inventec and Wistron in July 2024.
Friday 9 August 2024
Taiwan memory chipmakers post mixed July sales
DRAM chipmaker Nanya Technology and Winbond Electronics, a maker of specialty DRAM and flash memory, both saw their July revenue decrease by 18.4% and nearly 4%, respectively, compared...
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