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Friday 18 October 2024
ASML faces headwinds: Samsung's delays in wafer investment slashes EUV demand
ASML is under scrutiny amid a sharp drop in equipment orders and a gloomy sales outlook for 2025. The slump is tied to declining sales in China and setbacks faced by major client...
Friday 18 October 2024
ASML's 3Q24 report reveals diverging paths in wafer manufacturing
Since ASML reported a slowdown in semiconductor manufacturing equipment orders, over EUR 60 billion (US$65.3 billion) of the firm's market value has evaporated, prompting the market...
Friday 18 October 2024
Infinera secures US$93 million CHIPS Act funding to expand photonic chip production and packaging
The US Department of Commerce has partnered with Infinera through the CHIPS and Science Act, signing a non-binding memorandum to provide up to US$93 million in funding. This investment...
Friday 18 October 2024
Has ASML's China boom finally hit a wall?
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered...
Friday 18 October 2024
Immersion cooling to cause major system overhaul and supply chain transformation
Many manufacturers are optimistic about liquid cooling solutions as artificial intelligence (AI) applications push cooling needs to the limits of current air-cooling systems. However,...
Friday 18 October 2024
Joo-Sun Choi reportedly returning to Samsung's DS division at year's end after successful stint as SDC president
With Samsung Electronics recently announcing disappointing preliminary financial results for the third quarter of 2024, the upcoming personnel and organizational restructuring at...
Friday 18 October 2024
TSMC 2024 revenue may exceed NT$3 trillion; several market concerns remain
The TSMC's earnings call on October 17, 2024, showcased impressive results, exceeding the expectations of investors and research institutions alike. While TSMC has provided positive...
Friday 18 October 2024
AI demand is substantial and intense, says TSMC CEO
Chip demand for AI is substantial and intense, according to TSMC chairman and CEO C. C. Wei. TSMC's revenue from AI server chips is forecast to increase by over threefold in 2024...
Friday 18 October 2024
ASML, TSMC earnings reveal 2025 chip demand likely to mirror 2024 patterns
ASML and TSMC recently released their latest financial results, revealing contrasting performances but converging on a shared outlook for the semiconductor sector. TSMC reported strong...
Thursday 17 October 2024
TSMC reports soaring profits in 3Q24, US$23.5 billion earned in the first three quarters
TSMC announced its financial results for the third quarter of 2024 on October 17th, reporting consolidated revenue of NT$759.69 billion (approx. US$23.5 billion) and a net profit...
Thursday 17 October 2024
Samsung bets on power semiconductors for EV future after LED division closure
Amidst Samsung Electronics's ongoing reform of its semiconductor operations, the conglomerate has decided to concentrate on developing its power semiconductor business. This strategic...
Thursday 17 October 2024
Adani reportedly talking with more Israel firms in semiconductor foray
After a partnership with Israel-based Tower Semiconductor for a wafer fab in India, the Adani Group is reportedly talking with two large Israel-based nich technology firms to form...
Thursday 17 October 2024
China imposes restrictions on SiC expansion
Thanks to improving yields in producing silicon carbide (SiC), China has achieved an abundant supply of substrates, even resulting in oversupply. The country has reportedly begun...
Thursday 17 October 2024
President Lai: TSMC will play key role in connecting Taiwan's Greater Southern Technology S Corridor
On October 15, Academia Sinica's southern campus held its opening ceremony at the Shalun Smart Green Energy Science City (SSGESC) in Tainan. President Ching-Te (William) Lai stated...
Thursday 17 October 2024
Vietnam's stable policies attract partnerships from global AI, semiconductor companies
In early October 2024, Nguyen Chi Dung, the Minister of Planning and Investment in Vietnam, announced that the government is prepared to collaborate with global artificial intelligence...
Research Report Database
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