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Thursday 7 November 2024
Arm sees 2Q25 growth on smartphone recovery and AI momentum
Arm has reported better-than-expected revenue driven by strong licensing and royalty performance. The company saw a 40% year-over-year increase in smartphone royalty revenue, while...
Thursday 7 November 2024
Qualcomm surpasses expectations with strong 4QFY24 driven by handset gains, boosted by 40% growth in China OEMs
Boosted by the recovering Chinese market, Qualcomm recorded better-than-expected sales and issued an optimistic sales forecast for the current period, highlighting promising trends...
Wednesday 6 November 2024
IC distributor WT Micro expects over 10% revenue drop in 4Q24
IC distributor WT Microelectronics (WT Micro) has reported that its revenue for the first three quarters of 2024 surpassed that of the entire year 2023. However, the company is expressing...
Wednesday 6 November 2024
BenQ Materials initiates Micro LED shipments, projects 2025 panel supply and demand to align with 2024
The polarizer market continues to face oversupply pressures, limiting average selling price (ASP) growth. BenQ Materials has strengthened its portfolio with high-value products, including...
Wednesday 6 November 2024
Chicony Power eyes growth through AI, net-zero initiatives, notebook replacement demand
Taiwan's power supply provider, Chicony Power Technology, anticipates that its 2025 performance will likely surpass that of 2024, supported by multiple growth drivers. Key areas contributing...
Wednesday 6 November 2024
Mature process fab capacity stays oversupplied; VIS sees price war ease but pressure remains
Vanguard International Semiconductor (VIS) reports that while price competition has diminished, market competition pressure persists due to continued mature process fabrication capacity...
Wednesday 6 November 2024
Elan bullish about notebook growth in 2025, with new products in tow
Leading touch controller chip firm Elan Microelectronics posted strong results in both revenue and profit for the traditional third-quarter peak season. Although the fourth quarter...
Wednesday 6 November 2024
Super Micro misses revenue estimates amid accounting concerns and GPU delays
After receiving a notification from Nasdaq regarding non-compliance with listing rules, Super Micro released its preliminary net sales, which fell short of Bloomberg's average...
Tuesday 5 November 2024
Is the iPhone 16 selling well? Foxconn's record October revenue offers initial clues
The sales performance of Apple's iPhone 16 series has garnered mixed reviews since its launch. However, the benefits generated during the initial phase of the product release cannot...
Tuesday 5 November 2024
Single's Day and GenAI set to boost year-end smartphone sales amid Apple's slowing growth momentum for 4Q24
While Apple anticipates a slight slowdown in revenue growth for the fourth quarter, industry analysts are optimistic that the Single's Day e-commerce promotion, along with price cuts...
Tuesday 5 November 2024
Southeast Asia's digital economy slows as consumers cut spending
Southeast Asia's internet economy will log its slowest growth on record this year, a group of researchers said, underscoring weakness in consumer demand and a push to show profits...
Tuesday 5 November 2024
Silicon capacitors propel Semco toward high-performance markets
Samsung Electro-Mechanics Co. (Semco) began mass-producing silicon capacitors for global semiconductor firms in the fourth quarter of 2024, with plans to ramp up supply diversification...
Tuesday 5 November 2024
China extends lead over Japan in global auto exports, defying tariff challenges
At the close of October 2024, China and Japan disclosed automotive export figures covering January to September. DIGITIMES Research noted that China's lead over Japan, first...
Tuesday 5 November 2024
Meta ups investment in AI and XR despite rising losses, eyes 2025 growth
Meta Platforms has raised its 2024 capex forecast to between US$38 billion and US$40 billion, slightly above its earlier projection of US$37 billion to US$40 billion. This adjustment...
Monday 4 November 2024
Nvidia steps in to restructure Supermicro orders, reshaping AI supply chain
Leading AI server manufacturer Supermicro, previously delisted in 2018 for non-compliance in financial reporting, has once again found itself in turmoil. Reportedly, if it does not...
CHT
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