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Monday 15 July 2024
AI's surge fuels hardware demand; spotlight shines on AI smartphones
As AI continues to advance, the appetite for related hardware products remains insatiable. Recently, alongside AI servers and AI PCs, the market has been abuzz with discussions about...
Monday 15 July 2024
China's NEV sales surge domestically, face challenges abroad
The global electric vehicle (EV) market is experiencing a slowdown, with China's new energy vehicle (NEV)...
Friday 12 July 2024
Samsung's new foldables boosted by AI, annual sales growth to exceed 20%
On July 10, Samsung Electronics unveiled its new generation of foldable smartphones. Samsung announced the Galaxy Z Fold 6 and Flip 6 series, along with new products such as the Galaxy...
Friday 12 July 2024
Tesla's EV dominance slips as US market diversifies
Tesla's global Electric Vehicle (EV) deliveries have declined for two consecutive quarters, a trend reflected in the US market.
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
Potential trade war as China prepares countermeasures against EU tariffs on EVs
The European Union has announced additional tariffs of up to 38.1% on electric vehicles from China.
Friday 12 July 2024
Shipment pull-ins for foldable smartphones from China strengthen
The strengthening of shipment pull-ins for foldable smartphones from China has buoyed related chip component suppliers' sales performance, according to industry sources.
Friday 12 July 2024
Apple rumored to stock up iPhone 16s to 90 million units; Foxconn initiates peak season hiring
Supply chain sources indicate that following the reveal of the new AI platform Apple Intelligence at the WWDC in June and the announcement that it will be integrated into the iPhone...
Friday 12 July 2024
German EV sales surge despite subsidy cuts, raises market optimism
According to statistics from the Federal Motor Transport Authority (Kraftfahrt-Bundesamt, KBA) in Germany, 43,000 new pure electric vehicles were registered in June, achieving a market...
Friday 12 July 2024
Chinese EV exports slump 13.2% in June, marking third monthly decline
According to data from the China Association of Automobile Manufacturers (CAAM), China's electric vehicle (EV) exports decreased by 13.2% in June 2024, marking the third consecutive...
Friday 12 July 2024
Key takeaways from Largan 2Q24 earnings call
Largan Precision, a leading smartphone lens manufacturer, expressed caution regarding high-end mobile phone demand during its quarterly investor conference on July 11. Despite this,...
Friday 12 July 2024
Taiwan fab toolmakers grab major orders from TSMC and China
Taiwan-based semiconductor equipment manufacturers are increasingly involved in the supply chains of TSMC and Chinese foundries, according to industry sources. SEMI projects global...
Thursday 11 July 2024
Nanya likely to break even in 3Q24 as inventory improves
Nanya Technology's DDR4 inventory adjustment will improve quarter after quarter, bringing total fab utilization to more than 90%, according to the Taiwan-based DRAM memory maker.
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
Largan reportedly signs LTA contract with US smartphone vendor
Largan Precision has reportedly entered into a long-term agreement (LTA) with a major US smartphone vendor, a move expected to increase its market share and pricing power, according...
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