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Friday 12 July 2024
IC design houses see order visibility from CE sector strengthen
Order visibility from the consumer electronics sector has increased for Taiwan-based IC design houses, according to industry sources.
Friday 12 July 2024
AI server shipments to surge in 2H24 as GPU shortage eases
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
Thursday 11 July 2024
Samsung's microLED TV price reduction strategy to drive cost cuts across supply chain
Samsung is initiating a price reduction strategy for microLED TVs, which has inspired its sole microLED chip supplier, PlayNitride, to feel optimistic about the potential for reducing...
Thursday 11 July 2024
Ams Osram bullish about automotive sensor biz
The automotive business currently accounts for the majority of Ams Osram's revenue and will continue to be the most important growth engine in the future, according to Chen Pinglu,...
Thursday 11 July 2024
MediaTek 2Q24 performance meets expectations, eyeing boost from Dimensity 9400
MediaTek has shown remarkable resilience in the typically slow second quarter, with revenue steady compared to the previous three months. This performance suggests the company has...
Thursday 11 July 2024
AMOLED phone shipments outnumber LCD ones, heaping pressure on Taiwanese panel supply chain
AMOLED has overtaken LCD as the mainstream screen technology for mobile phones, heaping pressure on Taiwanese panel makers who specialize in the latter, according to industry sourc...
Thursday 11 July 2024
AI to boost chip component demand, say IC distributors
IC distributors are optimistic about AI-related chip and component demand, predicting a stronger second half of the year than the first. According to industry sources, consumer products,...
Wednesday 10 July 2024
Screen targets doubling sales in a decade with expanded R&D and capital expenditure plans
Screen unveils its three-year mid-term business plan, aiming to increase its overseas R&D spending to address advancements in semiconductor process miniaturization, while also...
Wednesday 10 July 2024
TSMC records 30% YoY growth in sales, Q2 revenue exceeding guidance
TSMC recorded its financial performance in line with market expectations, with consolidated revenue in June at NT$207.869 billion, down 9.5% month-on-month but up 32.9% compared to...
Wednesday 10 July 2024
Asustek, Gigabyte post brisk June revenue
Asustek Computer and Gigabyte Technology reported their highest June revenue ever in 2024, indicating a growing demand for AI servers.
Wednesday 10 July 2024
Parade expects growing revenue from increasing adoption of AI PCs
Given the mixed but generally favorable views on Copilot+ PCs, PC vendors are optimistic about the upcoming peak season. This is positive news for IC design companies like Parade...
Wednesday 10 July 2024
AUO and Innolux show 2Q24 revenue growth with uncertainties in third quarter
Although the two major panel manufacturers saw slight declines in revenue in June 2024, the second quarter was overall quite fruitful due to rising panel prices.
Wednesday 10 July 2024
Unimicron to expand high-end IC substrate market share
Unimicron Technology aims to expand its share of the high-end IC substrate market and surpass Japanese competitors by 2025, according to T. J. Tseng, chairman of the Taiwan-based...
Wednesday 10 July 2024
Pure-play foundries' recovery rates differ
TSMC's revenue in US dollars for the first half of 2024 is likely to reach a new high compared to prior years, but this does not imply that the global foundry industry has fully recovered,...
Wednesday 10 July 2024
AI server surge boosts June revenue at Foxconn, others
With demand for AI-related hardware remaining strong, companies in the supply chain have been posting strong results for the traditional off-peak season. In particular, key players...
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