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Thursday 23 January 2025
Driven by 800G SiPh, LMOC expects quarterly increases in 2025
The demand for silicon photonics (SiPh) is set to accelerate in 2025, with the introduction of 800G silicon products into general-purpose servers. LandMark Optoelectronics (LMOC)...
Thursday 23 January 2025
Chinese foundries' offers remain less appealing to Taiwan IC design houses
Chinese foundries, despite their advanced process expertise and competitive pricing, remain less attractive to Taiwan-based IC design firms primarily due to intellectual property...
Thursday 23 January 2025
Pegatron's Mexico plant to start production as scheduled, says chairman
In response to US President Donald Trump's tariff policy, Pegatron chairman T.H. Tung stated that the company's Mexico plant is still on schedule and will commence production in Ap...
Thursday 23 January 2025
Micron ramps up HBM production, further taps South Korean talents
Micron is expanding its investment in Taiwan, with plans to exceed NT$1.1 trillion (US$33.6 billion) by the end of 2024. According to Donghui Lu, head of Micron Taiwan, the company...
Thursday 23 January 2025
SK Hynix reportedly to begin 1c DRAM production first, disrupting Samsung's HBM strategy
As Samsung Electronics (Samsung) attempts to reshape the global memory market through its sixth-generation high bandwidth memory (HBM4), industry watchers are closely monitoring two...
Wednesday 22 January 2025
Samsung Electro-Mechanics, SoulBrain to develop next-gen glass substrates, mass production set for 2027
Samsung Electro-Mechanics is teaming up with South Korean semiconductor materials company SoulBrain to develop materials for glass substrates, with plans for mass production by 2027...
Wednesday 22 January 2025
LCD panel industry faces further consolidation under Trump
Industry observers anticipate accelerated consolidation among second-tier LCD panel makers as US President Donald Trump prepares to implement new trade policies in his second term.
Wednesday 22 January 2025
Trump to prioritize US auto manufacturing despite challenges
President Donald Trump has returned to the White House, and in his inaugural speech, he reaffirmed his commitment to manufacturing in the US as a priority, vowing to revive the American...
Wednesday 22 January 2025
Panel prices set to rise amid earthquake disruption and polarizer shortage
A recent earthquake in Chiayi, Taiwan has caused partial production disruptions at Innolux, though the situation remains under control. This development, combined with PET material...
Wednesday 22 January 2025
DIGITIMES exclusive: Samsung refutes 1b DRAM redesign reports
Samsung Electronics has denied reports about the redesign of its fifth-generation 10nm-class DRAM (1b DRAM), following media speculation about changes to the latest commercially available...
Wednesday 22 January 2025
Server ODMs to rapidly open production sites in US, with Texas being top choice
Server ODMs are swiftly establishing manufacturing facilities in the US to mitigate the impact of geopolitical uncertainties, with Texas emerging as a favored location, according...
Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not...
Wednesday 22 January 2025
Optical industry soars in 2024, as competition in robotics intensifies
The optics industry saw robust growth in general in 2024, with leading players Largan Precision, Genius Electronic Optical (GSEO), and Asia Optical all posting strong results for...
Wednesday 22 January 2025
TSMC to promote fab operations VP to SVP for his efforts in addressing US fab issues
Y.L. Wang, VP of fab operations at TSMC, will be elevated to senior VP for his efforts in resolving challenges at the foundry's advanced fab location in Arizona, US, according to...
Wednesday 22 January 2025
Hyundai EVs lose US subsidy eligibility under new IRA rules
Hyundai Motor's electric vehicles (EVs) were removed from the US government's electric vehicle subsidy list in late January 2025, just weeks after being included at the start of the...