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Wednesday 16 October 2024
ASML's order plunge suggests Intel and Samsung pullback, potentially benefiting TSMC
ASML's latest financial results revealed that some chipmakers have slowed their investments. Analysts speculate that Intel and Samsung may be the ones cutting back, potentially easing...
Tuesday 15 October 2024
Japan's manufacturing investment in China dips for seven consecutive quarters
Japanese manufacturing companies have experienced seven straight quarters of declining capital investments in China, extending through the second quarter of 2024. A survey by Japan's...
Tuesday 15 October 2024
Better, faster, cheaper: Taiwan's path to defense contracts in the US
The defense sector, once a tightly controlled and exclusive industry with high entry barriers, is opening up amid US-China tensions and rising geopolitical conflicts. This realignment...
Tuesday 15 October 2024
Chinese smartphone makers gear up for October launches with new flagship Android SoCs
Following MediaTek's launch of the Dimensity 9400 platform, Vivo and Oppo are set to roll out their X200 and Find X8 models, respectively, this week. In response to Qualcomm's upcoming...
Tuesday 15 October 2024
China's cobot market edges out foreign rivals as Taiwanese brands seek viable alternatives
The AI robotics market is expanding rapidly worldwide, with China emerging as the largest end-user market for robots, driving fierce competition among global supply chain companies...
Tuesday 15 October 2024
Energy-hungry tech spurs demand for secure, locally-sourced storage solutions
The rapid growth of energy-intensive sectors like 5G, AI data centers, electric vehicles, and renewables is placing unprecedented pressure on global power grids. As electricity demand...
Tuesday 15 October 2024
ElevATE partners with Polar Semiconductor for advanced manufacturing
ElevATE Semiconductor and Polar Semiconductor have formed a strategic alliance to develop and produce ElevATE products used by world-class ATE equipment and semiconductor manufactu...
Tuesday 15 October 2024
Google deepens investment in Asia-Pacific countries
Google has been active in the Asia-Pacific region, increasing investments in Thailand, Malaysia, Indonesia, and more. Google CEO Sundar Pichai also visited Japan to participate in...
Tuesday 15 October 2024
Tesla faces challenges in China's evolving autonomous vehicle market
Tesla's self-driving ambitions are facing a critical test as it seeks to penetrate China's intelligent vehicle market, where the rules of the game are already being reshaped.
Tuesday 15 October 2024
MCU industry relies on short-term orders amid sluggish consumer electronics demand in 4Q24
China's sluggish economic recovery continues to affect the consumer electronics market, with microcontroller unit (MCU) industry insiders reporting that significant signs of demand...
Tuesday 15 October 2024
Taiwan fan motor driver IC firms see promising demand for AI servers
The demand for cloud AI server development persists, with Nvidia's premium HPC chips propelling the complete advanced process manufacturing supply chain. Alongside substantial orders...
Tuesday 15 October 2024
PA supply chain braces for 4Q24: Apple, Huawei's strategies to shape global market demand
As the fourth quarter of 2024 nears, major players in the power amplifier (PA) supply chain—such as GaAs wafer foundries WIN Semiconductors and AWSC, along with upstream suppliers...
Tuesday 15 October 2024
Senao Networks cautious about Wi-Fi 7, forays into AI servers
Senao Networks, a Taiwanese wireless networking provider, has expressed a cautious outlook on the immediate adoption of Wi-Fi 7 technology, despite the surrounding hype. Wen-ho Tsai,...
Tuesday 15 October 2024
Two factors mitigate serious threats from China's memory chip production expansion, says industry experts
The memory industry is facing noise regarding market supply and demand imbalances. The rapid capacity expansion by Chinese memory manufacturers has raised concerns regarding its impact...
Tuesday 15 October 2024
Force Mos Technology expects weak consumer market to persist despite US rate hike
Power semiconductor supplier Force Mos Technology expects a weak consumer market to persist despite a rate hike by the US Federal Reserve. The company plans to navigate this challenging...
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