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Monday 4 March 2024
Global semiconductor revenue to top US$600 billion in 2024, says DIGITIMES Research
In 2023, the worldwide semiconductor market faced challenging conditions. Amidst various uncertainties including geopolitics and the broader economy, DIGITIMES Research projects that...
Monday 4 March 2024
Nvidia, TSMC's 2nd biggest client in 2023, only behind Apple
Nvidia became TSMC's second-largest customer in 2023, trailing only Apple.
Friday 1 March 2024
SMIC unhindered by US sanctions as Chinese foundry strives toward 5nm
Amidst the US trade sanctions and restrictions on technology exports, China's leading foundry SMIC (Semiconductor Manufacturing International Corporation) has not only been significantly...
Friday 1 March 2024
TSMC ramping up CoWoS capacity
TSMC has been increasing its monthly production capacity for CoWoS (chip-on-wafer-on-substrate) advanced packaging, allowing it to increase AI GPU output for Nvidia and AMD, which...
Thursday 29 February 2024
Japanese mature-process semiconductor equipment makers thrive amid US-China chip war
While many Japanese industrial equipment makers grapple with the economic downturn in China, the semiconductor equipment sector has shown s completely different performance. US-led...
Thursday 29 February 2024
2024 Industry Outlook (2): ICT industry performance reflects economic health in Taiwan
In 2023, 940 plus publicly listed electronics companies in Taiwan reported a total of US$833 billion in revenues, down 12.6% from US$953 billion in 2022. This number reflected the...
Thursday 29 February 2024
Strong foundry demand to buoy Kinik 2024 revenue
Kinik expects to boost revenue by up to 10% in 2024 due to high demand from the foundry sector.
Thursday 29 February 2024
ODM Wiwynn sees AI server sales climb
According to Taiwan-based ODM Wiwynn, the share of revenue attributed to AI server orders grew to more than 20% in the fourth quarter of 2023.
Thursday 29 February 2024
Growing AI demand propels PCB industry forward
Taiwan-based PCB industry players, such as PCB drill bit maker Topoint Technology and copper clad laminate (CCL) maker ITEQ, are already seeing the benefits from AI demand and expect...
Tuesday 27 February 2024
Chroma ATE eyes strong growth in 2024 driven by semiconductor and photonics testing solutions
Taiwan-based Chroma ATE, specializing in automated and precision test and measurement solutions, anticipates its primary growth drivers in 2024 to be semiconductor and photonics testing...
Tuesday 27 February 2024
Raydium expects AMOLED DDI sales to grow significantly
Display driver IC (DDI) specialist Raydium Semiconductor is optimistic about its first-quarter performance as it has commenced mass production of AMOLED DDIs for clients' new tablet...
Friday 23 February 2024
Emerging strong from 2023, Weblink is prepped to seize opportunities in AI
After outperforming its competitors in 2023, Taiwan-based distributor Weblink International is charging even further ahead in 2024, with president Dave Lin noting three main growth...
Friday 23 February 2024
AI to drive touchpad and fingerprint recognition growth, says Elan
Leading touch microcontroller maker Elan Microelectronics is reporting year-on-year increases in revenue and profits for the fourth quarter of 2023 due to inventory destocking and...
Thursday 22 February 2024
Nvidia's FY2025 revenue likely to exceed US$100 billion as AI boosts growth
With the surge in demand for generative AI training over the past few quarters, Nvidia's performance has shown a significant leap, benefiting various supply chain players and emerging...
Thursday 22 February 2024
Nvidia surges after company proclaims AI has hit 'tipping point'
Nvidia Corp. surged in late trading after delivering another eye-popping sales forecast, adding fresh momentum to a stock rally that already made it the world's most valuable chipm...