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Thursday 31 October 2024
Liteon sees strong 4Q24 as next-gen AI server shipments begin
Liteon Technology will continue to focus on AI servers, green energy, and high-performance infrastructure, with the company planning shipments of 33kW power shelves for next-generation...
Thursday 31 October 2024
Realtek sees recovery signs in networking, automotive segments
While order visibility remains limited, IC design house Realtek Semiconductor (Realtek) reported emerging signs of demand recovery across various applications during a recent earnings...
Thursday 31 October 2024
Alphabet's AI investments accelerate GCP growth in 3Q24
Alphabet released its financial results for the third quarter of 2024 on October 29, showing accelerated growth in Google Cloud, indicating that the company's long-term investment...
Thursday 31 October 2024
AI data centers to drive 2025 growth, says Delta
"AI will continue to drive growth for the company in 2025", says Ping Cheng, the chairman and CEO of leading power supply specialist Delta Electronics. His optimism followed the generative...
Thursday 31 October 2024
Corning negotiating higher glass prices with panel makers
Corning is in negotiation with customers about raising prices for its display glass substrates, with panel makers bracing for double-digit increases.
Thursday 31 October 2024
DuPont and Zhen Ding form strategic partnership to develop high-end PCB technology
DuPont and Zhen Ding Technology have announced the establishment of a strategic cooperation agreement in the field of advanced PCB technology. Charles Shen, chairman of Zhen Ding,...
Thursday 31 October 2024
Microsoft reports strong cloud-driven results, aggressively acquiring Blackwell chips to stay ahead
Microsoft reported robust financial results for the first quarter of fiscal year 2025, with revenue reaching US$65.59 billion, primarily driven by its cloud business. Azure demonstrated...
Wednesday 30 October 2024
Samsung enters the SiPh race with I-Cube So/Eo, challenging TSMC and China's rising stars
Samsung Electronics and TSMC are ramping up the development of SiPh technology to handle the exponential data growth driven by AI applications. The Seoul Economic Daily reports...
Wednesday 30 October 2024
Coretronic lowers 4Q24 shipment outlook amid weak demand through 2025
Coretronic has lowered its 2024 full-year shipment forecast for two major product lines due to delayed mass production of monitor products and lower-than-expected demand from sports-related...
Wednesday 30 October 2024
CIS packaging firm Tong Hsing projects seasonal decline in 4Q24, cautious growth outlook for 2025
The semiconductor packaging specialist and Yaego Group affiliate Tong Hsing Electronics reported that seasonal patterns in 2024 have differed from previous years, with revenue remaining...
Wednesday 30 October 2024
Diode maker Eris expects market visibility to improve in 2Q25
Due to inventory adjustments, ongoing wars, and the macroeconomic situation, uncertainties in the global automotive and industrial control markets may persist until the second quarter...
Wednesday 30 October 2024
Yageo sees demand growth for AI, challenges for industrial control devices
Yageo, a maker of passive components, remains optimistic about AI demand but expresses caution regarding the demand for industrial control applications. The company anticipates a...
Wednesday 30 October 2024
PTI leverages FOPLP and HBM momentum as AI revenue share grows
Powertech Technology (PTI), a backend service provider, anticipates that orders for AI device applications will constitute a larger portion of the company's revenue. This is attributed...
Wednesday 30 October 2024
Undaunted by AI rivals, Alphabet's core businesses hold strong amid growing competition
When tech giants and startups are leveraging AI to challenge Alphabet's dominance in various areas, the company's latest results show its core businesses remain resilient against...
Wednesday 30 October 2024
AMD revises MI300 series sales upward to US$5 billion in 2024
During the latest earnings call, AMD once again raised its sales outlook for its AI accelerators, though the growth was not as high as investors had anticipated.
megawin
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