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Tuesday 20 August 2024
Foreign GaN providers plan to trap Innoscience with slew of patent disputes
The international patent war over compound semiconductors, specifically Gallium Nitride (GaN), continues to intensify. In July, Efficient Power Conversion (EPC) from the US won a...
Monday 19 August 2024
AI server demand remains strong despite rumored Blackwell supply uncertainties, says Wiwynn
Amid recent rumors about uncertainties in Nvidia's Blackwell supply, Wiwynn expects growth momentum to remain intact, primarily driven by ASIC chip servers.
Monday 19 August 2024
Intel's 18A under fire: struggling yields, skepticism, and a race against TSMC
Intel has been attempting to shift the narrative to a more positive light following the company's "gruesome" series of trainwrecks that saw a disappointing second-quarter 2024 earnings...
Monday 19 August 2024
Apple's Chinese strategy hangs in balance as it figures out partnership with WeChat
Apple's competitive yet cooperative relationship with WeChat, the leading social media platform in China, is being closely observed as Apple, known for being quite assertive, figures...
Monday 19 August 2024
Supply chain players navigate cautious optimism amid AI server boom
Despite progress in inventory clearance and the boost from artificial intelligence (AI) applications, supply chain players remain cautious about the peak season benefits for consumer...
Monday 19 August 2024
Intel's layoffs vs Samsung's labor disputes: shaping future semiconductor competition
Intel's underwhelming second-quarter 2024 financial results have prompted the company to announce plans to cut 15% of its workforce, approximately 15,000 employees, aiming to save...
Monday 19 August 2024
Inergy sees robust demand for high-end cooling
Inergy Technology has entered the cooling fan IC market in response to the rising demand for high-end cooling solutions.
Friday 16 August 2024
Zerova adapts global marketing strategy as US EV charging market faces uncertainty
The US EV charging market is temporarily affected by numerous variables due to the 2024 US presidential election. Alex Lin, Chairman of Phihong's EV charging market subsidiary, Zerova,...
Friday 16 August 2024
Component suppliers see promise in 2H24 amid launch of new models and AI demand
The second half of the year is traditionally the peak season for the launch of flagship smartphones, which is expected to boost demand for key components such as PCBs (Printed Circuit...
Friday 16 August 2024
Xintec optimistic about demand for handsets in 3Q24, increases annual capex
Packaging firm Xintec Technology is optimistic about upcoming demand for 3D sensing components packaging and 12-inch wafer testing in the third quarter, the traditional peak season...
Friday 16 August 2024
Applied Materials sees robust growth across all segments driven by AI, optimistic about AI-driven demands for advanced semiconductors
Applied Materials reported growth across all segments, driven by AI-fueled demand and advancements in semiconductors, including gate-all-around (GAA), high-bandwidth memory, and advanced...
Thursday 15 August 2024
FitTech bets on advanced packaging, silicon photonics CPO to drive 2025 growth
LED equipment manufacturer FitTech is gearing up to begin contract production of CoWoS advanced packaging equipment in the fourth quarter of 2024.
Thursday 15 August 2024
Ola Electric reports wider loss after IPO debut
Ola Electric, which just went public in early August, released its first financial results after IPO, with gross margin improving despite larger losses.
Thursday 15 August 2024
Taiwanese aerospace supplier AIDC tackles challenges in US expansion drive
AIDC, a key player in Taiwan's aerospace supply chain, is making a strategic move into the US market.
Thursday 15 August 2024
Phison sees enterprise SSD sales boost
Phison Electronics saw enterprise SSD sales expand as a proportion of overall revenue to 14% in the second quarter of 2024 from 5% in the previous quarter.
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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