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Friday 23 August 2024
Passive component makers eyeing strong performance in 2H24, driven by automotive clients
With AI applications flourishing and EV production continuing to rise, the passive component supply chain remains optimistic about future growth momentum.
Friday 23 August 2024
Cadence expects chip demand to gradually turn strong starting 4Q24
Cadence Taiwan country manager Brian Sung expects chip demand to start improving in the fourth quarter of 2024, with the momentum lasting throughout 2025.
Thursday 22 August 2024
Kenmec expects sales recovery in 2H24
Kenmec Mechanical Engineering saw lower-than-expected performance in the first half of 2024 due to fluctuations in the economy and construction delays, even though the company had...
Thursday 22 August 2024
Innodisk sees over 20% revenue from AI; revenue and profit to increase in 2H24
With the increasing implementation and demand for edge AI applications, DRAM manufacturer Innodisk stated that its edge AI projects have been progressing smoothly with AIoT-related...
Thursday 22 August 2024
SK Hynix's 1H24 revenue soars in US and China, driven by AI demand
SK Hynix, which recorded its best performance ever in the first half of 2024, has experienced remarkable growth in the US and Chinese markets. The company managed to revitalize several...
Thursday 22 August 2024
IC design houses see weak 3Q24 for non-Apple consumer products
IC design companies are expected to experience a particularly bleak third quarter of 2024 for non-Apple consumer devices, according to industry sources.
Wednesday 21 August 2024
Xiaomi 2Q24 financial statement to be released as automotive, mobile endeavors draw attention
Xiaomi's financial statement for the second quarter of 2024 is expected to be released on August 21.
Wednesday 21 August 2024
Getac sees strong growth in rugged industrial computer opportunity pipeline, up 30-40% in potential sales
James Huang, Chairman of Getac Technology (Getac), announced that by the end of 2025, all of Getac's rugged industrial computers will be equipped with NPUs (Neural Processing Units)...
Wednesday 21 August 2024
WPG upbeat about memory pricing, edge AI demand
IC distributor WPG Holdings expects memory prices to rise by more than 60% in 2024.
Monday 19 August 2024
Rumored Huawei Mate 70 delay expected to benefit iPhone sales in China
Huawei's upcoming Mate 70 series flagship smartphone, which was previously rumored to be released in September, could be delayed until November or later. This potential delay could...
Monday 19 August 2024
Huawei's Ascend 910C: a potential threat to Nvidia's dominance in China's AI chip market
Huawei's new AI chip, the Ascend 910C, is reportedly set for release with performance comparable to the NVIDIA H100 GPU. While the older Ascend 910B did not pose a significant threat...
Wednesday 14 August 2024
Chinese firms dominate as global EV battery market faces headwinds
Global demand for new energy vehicles (NEVs), including battery electric vehicles (BEVs), plug-in hybrids (PHEVs), and hybrids, experienced significant volatility in the first half...
Wednesday 14 August 2024
E-paper industry sees a colorful boost
The e-paper industry is undergoing a significant transformation as it shifts from monochrome to color displays, triggering a replacement cycle for end products and boosting performance...
Wednesday 14 August 2024
Nvidia H100/H200's supply surge to boost Asus, Gigabyte, ASRock 2H24 growth forecasts
The production volume of Nvidia's H100 and H200 GPUs has been increasing monthly, potentially driving growth for companies in the server industry chain.
Wednesday 14 August 2024
Polarizer panel companies focus on high-value products amid weak pull-ins for 2H24
The panel industry experienced strong demand in the first half of 2024 due to early pull-ins by end-product manufacturers. However, as end market performance fell short of expectations,...
Research Report Database
Summary of Tech Supply Chain News!
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
Competitive color technologies expand e-paper market potential, moving beyond zero-sum game, says DIGITIMES Research
Global smartphone shipments from Chinese brands to rise in 3Q24 and 4Q24, says DIGITIMES Research