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Friday 2 February 2024
Nvidia CEO says nations seeking own AI systems will raise demand
Nvidia Corp. Chief Executive Officer Jensen Huang said countries around the world aiming to build and run their own artificial intelligence infrastructure at home will drive up demand...
Friday 2 February 2024
Lenovo's worst week since 2021 highlights fear over US sanctions
Lenovo Group's heady 2023 rally on artificial-intelligence optimism has given way to a weak start this year, as concern about US-China tensions and soft demand weigh on the shares.
Friday 2 February 2024
Meta hopes Vision Pro can revitalize XR device market
Apple is set to officially launch its brand-new Mixed Reality (MR) headset Vision Pro on February 2. The general market perception is that, despite its high sale price of US$3,499,...
Friday 2 February 2024
The future of Taiwan's post-pandemic gaming is 5G and esports
The key to growth in Taiwan's gaming industry slowing lies in 5G penetration and affordable high-speed transmission plans.
Friday 2 February 2024
GenAI boosts US tech giants' robust earnings amid market skepticism
Major American tech firms, including Microsoft and Alphabet, have recently unveiled their financial reports, with top executives acknowledging the positive impact of generative AI...
Friday 2 February 2024
Rohm scales back earnings forecasts as SiC business remains the only driver
The decline of demand for PCs and industrial machines is impacting Rohm Semiconductor. The Japan-based company has also seen its automotive business slow while SiC power semiconductor...
Friday 2 February 2024
AI to fuel Samsung's smartphone business turnaround through flagship models
According to Samsung Electronics' financial report for the fourth quarter of 2023, the revenue and operating profits of Samsung's mobile eXperience (MX) and Networks division saw...
Friday 2 February 2024
Tata reportedly in talks with Pegatron for iPhone manufacturing partnership
Tata is reportedly discussing forming a joint venture with Pegatron regarding a new iPhone manufacturing facility in southern India. Tata may be asking for technical support to ramp...
Friday 2 February 2024
Semiconductor revenue rankings in 2023: Intel reclaims top spot, AI wave lifts Nvidia to third, and Samsung drops on memory slump
In 2023, the global semiconductor industry saw its aggregate revenue fall 8.8% from 2022 to US$521.3 billion. Despite Intel reclaiming the top spot in annual revenue, it still recorded...
Friday 2 February 2024
Taiwan's secret AIoT weapon can break China's red supply chain
Nexcom's chairman said the key to defeating China's self-contained supply chain is AIoT.
Friday 2 February 2024
Navigating generative AI in business: RAG key to LLM optimization
As generative AI becomes more integrated into business applications, business owners increasingly focus on professionalization and addressing hallucination issues. Recent discussions...
Friday 2 February 2024
AMD's MI300 steals the show of AI PC processors
Although AI PC has become a hot topic the market has been following lately, AMD's AI GPUs, such as the MI300, were the center of attention during AMD's latest earnings call.
Friday 2 February 2024
IC materials distributors gear up for advanced packaging materials demand as customer inventory adjustments end
According to industry sources, IC material distributors anticipate customer inventory adjustments will end in the first half of 2024, with AI expected to accelerate growth in the...
Friday 2 February 2024
Can Apple's MacBook line prevail amid the AI PC competition?
Sources in Apple's MacBook supply chain are anticipating single-digit growth in shipment volumes for 2024, compared to the downturn seen in 2023. With Intel, Qualcomm, and MediaTek...
Friday 2 February 2024
AI in flagship smartphones to drive momentum in 2024, say MediaTek and Qualcomm
Mobile SoC powerhouses MediaTek and Qualcomm issued their latest financial reports and forecasts this week. Both companies reported stellar shipment volumes as they rode the Android...
Colder Products Company
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