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Wednesday 13 November 2024
Apple's next device is an AI wall tablet for home control, Siri, and video calls
Apple Inc., aiming to catch up with rivals in the smart home market, is nearing the launch of a new product category: a wall-mounted display that can control appliances, handle videoconferencing,...
Wednesday 13 November 2024
Foxconn's reforms drive Sharp to strong 2Q24 profit turnaround
Foxconn's profits are climbing on strong demand for AI servers, while its subsidiary Sharp—long seen as a drag on earnings—has delivered promising results. Sharp's second...
Wednesday 13 November 2024
AI servers power ODM revenue hike as Quanta, Wiwynn lead pack amid sluggish PC market
AI servers are proving to be a vital revenue driver for major ODMs. Quanta's October revenue surged to NT$135.9 billion (approx. US$4.24 billion), setting a new record for the period...
Wednesday 13 November 2024
Phison anticipates NAND tight supply in 2H25 as upstream manufacturers reduce production
Phison Electronics faced a 70% profit drop in the third quarter due to declining consumer demand and a substantial one-time loss. The company saw stable enterprise demands and a weak...
Wednesday 13 November 2024
Audix expand AI servers testing and certification business
Audix Group chairman and president Yuan-kai Chung anticipates significant tariff changes in the US-China trade war once US President-Elect Trump assumes office. Additionally, overcapacity...
Wednesday 13 November 2024
Peripheral IC firms eye growth in 2025 on AI server demand
Rising AI server shipments are reportedly prompting peripheral chip manufacturers to project substantial operational growth in 2025.
Wednesday 13 November 2024
GIS expands fingerprint recognition market in 2025 amid industry's moderate growth in second half of 2024
Touch panel manufacturer GIS has faced significant operational challenges in 2024. Despite a rebound in consolidated revenue during the third quarter, the company's product mix resulted...
Wednesday 13 November 2024
Passive component company Podak enters AI server supply chain amid 2025 demand shifts
As artificial intelligence (AI) demand grows and recent financial issues at Supermicro trigger order redistribution, passive component manufacturer Podak sees new opportunities. Chairperson...
Tuesday 12 November 2024
TSMC board approves US$15 billion for new facility and advanced node capacity
TSMC's board of directors has approved capital appropriations of approximately US$15.48 billion for the primary purposes of new fab construction, the installation of fab facility...
Tuesday 12 November 2024
Global server market, 3Q 2024

Introduction

Tuesday 12 November 2024
Fitipower eyes 2025 growth with ESL, mobile DDIs amid nine-quarter revenue high
Taiwan-based display driver IC (DDI) manufacturer Fitipower Integrated Technology reported that its revenue for the third quarter reached nearly a nine-quarter high. The growth of...
Tuesday 12 November 2024
Merger speculation raises questions for Intel, AMD future
Recently reports have emerged that the Biden administration has proposed a controversial plan to bolster Intel by merging its chip design division with AMD's corresponding departments...
Tuesday 12 November 2024
Kioxia expects explosive demand for NAND, to introduce equipment to expand production
Kioxia, a Japanese NAND flash manufacturer, forecasts a 2.7-fold increase in NAND memory demand by 2028, driven by AI, which is expected to impact SSD prices significantly. The company's...
Tuesday 12 November 2024
Apple's OLED MacBook Air faces delay as suppliers push back on pricing demands
Apple's planned release of the OLED MacBook Air faces potential delays, primarily due to pricing challenges and market dynamics. The transition from LCD to OLED panels significantly...
Tuesday 12 November 2024
Top new cryptocurrencies for long-term investment: key insight
New to crypto investments and finding it difficult to make informed choices? This guide offers valuable insights. It will explore some of the top new cryptocurrencies for long-term...