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Friday 8 March 2024
2024 Industry Outlook (7): The reflexive point of US-China relationship
Looking at the world's total GDP, which has increased 25 times over the past 70 years, we can also look at Taiwan's experience and find a few turning points in time to explore in...
Friday 8 March 2024
Taiwan exports to China see record drop in 2023
Taiwan's exports to China (including Hong Kong) decreased by 18.1% in 2023 compared with 2022, the largest decline in history, according to Taiwan's Mainland Affairs Council.
Thursday 7 March 2024
Samsung embraces hybrid approach: S90D OLED TVs to mix QD-OLED and WOLED panels
Samsung Electronics is reportedly set to unveil its new OLED TV series, the S90D, in 2024, marking a significant move as it will adopt both Samsung Display's QD-OLED and LG Display's...
Thursday 7 March 2024
Taiwan's CCL trio soars with AI servers in 2023, eyes bright 2024
The advancement of AI application is driving significant developments in the essential materials for PCB and HDI, with Taiwan's leading trio in Copper Clad Laminate (CCL) —...
Thursday 7 March 2024
2024 Industry Outlook (6): Learning from past economic nodes of paradigm shift
Using the IMF's statistics on global GDP, I will explore the keys to the post-1950 rise of the four Asian Tigers. I have chosen 1950, 1980, 2009, 2019, and 2023 as nodes to explore...
Thursday 7 March 2024
Thermaltake expects water-cooling solution sales to double in 2024
PC peripherals maker Thermaltake Chairperson Kenny Lin announced that the company is shifting from a components brand to a systems brand, with its core business being water-cooling...
Thursday 7 March 2024
Qisda picks up M&A pace; subsidiaries going public
Qisda Chairperson Peter Chen announced that the group will be picking up its merger and acquisition pace this year, as several of its subsidiaries are slated for IPO and the conglomerate...
Thursday 7 March 2024
Wistron ITS secures orders from major client, eyes AI push
Wistron Information Technology and Services (Wistron ITS) battled through headwinds in 2023 to emerge stronger, according to chairman and CEO Ching Hsiao. For 2024, massive opportunities...
Wednesday 6 March 2024
OpenAI fires back at Musk allegations with trove of emails
OpenAI fired back at a lawsuit filed against it by Elon Musk in a href="https://openai.com/blog/openai-elon-musk"...
Wednesday 6 March 2024
XR market becomes growth focus for South Korean manufacturers as ABF substrate business struggles
Although the semiconductor industry has experienced rapid growth in certain sectors such as high-bandwidth memory (HBM), the recovery remains slow. Particularly, companies that viewed...
Wednesday 6 March 2024
2024 Industrial Outlook (5): the cliff-like economic growth model
Visual Capitalist has published a study that organizes the evolution of total economic output and GDP for various countries over the past 2,000 years. Using data estimated...
Wednesday 6 March 2024
Foxconn sees strong server sales in February
Foxconn (Hon Hai Technology Group) has reported significant sales for server-related products for February 2024, driven by strong customer orders.
Tuesday 5 March 2024
AMD hits US roadblock in selling AI chip tailored for China
Advanced Micro Devices Inc. hit a US government roadblock in attempting to sell an artificial intelligence chip tailored for the Chinese market, according to people familiar with...
Tuesday 5 March 2024
China to mobilize nation as it fights US for tech supremacy
China pledged to harness the entire nation's resources to speed homegrown scientific breakthroughs, reaffirming a central priority to become self-reliant in spheres from AI to chipmaking...
Tuesday 5 March 2024
From cloud to edge, FICG rides high on AI business opportunities
Through its affiliate 3CEMS, First International Computer Global (FICG) is aggressively pursuing AI business opportunities. FICG will start shipping AI servers, which include motherboards...
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