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Tuesday 9 July 2024
Nvidia's H20 to go head-to-head with Chinese AI chips; procurement intent from major CSPs will be key
The rapid development of large language models (LLMs) in China has led to various development bottlenecks for AI, including complex computing power management, high training and inference...
Tuesday 9 July 2024
Samsung develops FOWLP-HPB packaging solution to curb mobile AP overheating
Samsung Electronics is reportedly developing a new packaging technology to address the overheating of mobile application processors (APs), which may be applied to its next-generation...
Tuesday 9 July 2024
LED industry recovers in 1H24 with quarterly growth
Despite the slow market recovery, the LED industry is gradually recovering in 2024.
Tuesday 9 July 2024
AI PCs receive excellent feedback from retailers, says Acer
Acer has received positive feedback from channel retailers for its AI PCs and expects its core operations in the second half of the year to outperform the first half. On July 8, the...
Monday 8 July 2024
Taiwan OSATs poised to rebound on robust AI, HPC chip demand
Taiwan's major outsourced semiconductor assembly and test (OSAT) service providers, including ASE Group, Powertech Technology, King Yuan Electronics (KYEC), and Sigurd Microelectronics,...
Friday 5 July 2024
Apple said to increase A18 pull-in due to rising demand for iPhone 16
Apple has reportedly increased production orders for its new A18 processor following the debut of Apple Intelligence at the 2024 Worldwide Developers Conference (WWDC24). This move...
Thursday 4 July 2024
Prices for commodity DRAM and NAND chips stall as demand recovery lags
The prices for general-purpose DRAM and NAND flash chips have remained flat for four consecutive months, suggesting a slower-than-expected pace of demand recovery.
Thursday 4 July 2024
AI PCs and server demand set to drive supply chain recovery in late 2024
The depletion of supply chain inventory, originally expected by late 2023, has been delayed to the first half of 2024 due to weak end-market consumption. However, the upcoming launch...
Wednesday 3 July 2024
Motor driver IC demand for data centers ramping up
As cooling becomes a key issue for data centers, especially with liquid cooling solutions gaining prominence, in the past few years Taiwan-based IC design firms such as Weltrend and...
Wednesday 3 July 2024
Massive performance gains for upcoming flagship mobile SoCs, thanks to TSMC's N3E process
According to recent market rumors, major mobile SoC makers Apple, Qualcomm, and MediaTek will all adopt the more advanced N3E process for their flagship mobile SoCs in the second...
Tuesday 2 July 2024
Samsung allegedly lowers 2024 TV shipment goal upon debatable 'sports year'
Due to weak end-user demand and poor performance during China's 618 shopping festival, TV brands had high inventory levels after stocking up on panels in the first half of the year...
Tuesday 2 July 2024
TSMC reportedly completes tape-out for next-gen Google Tensor SoC
TSMC reportedly has completed the tape-out for the next-generation Google Tensor SoC using the foundry's 3nm process technology.
Friday 28 June 2024
Samsung leads chip market amid surging AI memory demand, but foundry gap with TSMC widens
Samsung Electronics emerged as the leader in the global semiconductor market (excluding foundry) in the first quarter of 2024, capturing an 11% market share by sales value, according...
Friday 28 June 2024
SiFive seizes opportunity in embedded solutions, seeing robust RISC-V growth
SiFive is seeing the golden opportunity to grow RISC-V adoption in the embedded solutions IP market while its competitor voluntarily retreats from the market.
Friday 28 June 2024
TV market replenishes in second quarter as large-size DDIs face risks in 2H24
Some display driver IC (DDI) manufacturers noted in their earnings calls that the second quarter of 2024 will see a peak in TV application orders, boosting the shipment performance...
Next-Gen Retail Revolution: The Power of Edge AI and Cloud Surveillance
Summary of Tech Supply Chain News!
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
Competitive color technologies expand e-paper market potential, moving beyond zero-sum game, says DIGITIMES Research