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Thursday 12 December 2024
Apple's Vision Pro sales fall short: high price, limited content deter buyers
Apple's Vision Pro, its first mixed-reality (MR) headset, is approaching its first anniversary in February 2025. However, projections for 2024 shipments stand at just 500,000 units,...
Thursday 12 December 2024
Thinner, lighter foldable phone designs raise technical threshold for supply chain
Foldable smartphone shipment momentum continues to be strong for certain major mobile phone brands despite their low popularity in the end market. However, as development shifts toward...
Thursday 12 December 2024
Qorvo talks challenges of Wi-Fi 7 FEM development
Wireless transmission technology developer Qorvo's Wi-Fi 7 front-end module (FEM) has been adopted into MediaTek's Dimensity 9400 platform, with shipments already underway.
Wednesday 11 December 2024
Pegatron sees November revenue drop 10.58%, forecasts Q4 annual peak
Pegatron reported a November revenue of NT$105.758 billion (US$3.35 billion), reflecting a 10.58% decline from the previous month and a 9.44% decrease compared to the same period...
Wednesday 11 December 2024
Samyang NC Chem targets EUV leadership with 2025 production plans
South Korea's Samyang NC Chem has begun mass production of EUV photoresist materials, aiming to establish itself as a key player in advanced semiconductor processes. The company plans...
Wednesday 11 December 2024
Visual photonics epitaxy rides AI wave with strong growth in optoelectronics
Visual Photonics Epitaxy Co. (VPEC), a GaAs epitaxial wafer maker, is capitalizing on surging demand from AI data centers, boosting its optoelectronic business. The company expects...
Tuesday 10 December 2024
Taiwanese PA makers eye LEO product potential for smartphones
Smartphone shipments underperformed in the second half of 2024, particularly with Android momentum in China slowing compared with the first half of the year. As a result, Taiwanese...
Tuesday 10 December 2024
ODM server shipments stay strong in 2024; benefit from Nvidia Blackwell in 2025
Server ODMs demonstrated strong performance in the fourth quarter of 2024, driven by general purpose (GP) servers filling the gap as AI servers undergo a transitional period. ODMs...
Friday 6 December 2024
Phihong to ramp up production for low-orbit satellite products in 1H25
Leading power supply maker Phihong Technology held its quarterly earnings call on December 5, during which general manager Allan Lin noted that the company has begun low-volume shipments...
Friday 6 December 2024
Foxconn reports November revenue decline due to slow consumer and networking products
Foxconn reported a November revenue of NT$672.585 billion (approx. US$20.76 billion), surpassing the total earnings of the previous year in the first 11 months of 2024. Despite a...
Friday 6 December 2024
Ezconn revenue set to double in 2024 and grow further in 2025 on AI data center boom
Driven by robust data center demand from major US tech companies, Taiwan's optical communication solutions provider Ezconn expects to achieve record-high revenue in 2024. The company...
Thursday 5 December 2024
Sensor maker FineTek expands production amid surging server liquid cooling orders
FineTek, a leading Taiwanese sensor manufacturer, is experiencing a sharp increase in orders from server ODM clients this December, driven by the mass production of Nvidia's GB200...
Tuesday 3 December 2024
Apple unlikely to reverse declining iPhone sales in China with Chinese version of AI alone
Apple is facing significant challenges in China, where its smartphone sales have been hit hard. Despite the launch of the iPhone 16 series in October 2024, the brand is under increasing...
Tuesday 3 December 2024
Nvidia and Tesla set to challenge IDMs' dominance in industrial robotics
Both Tesla CEO Elon Musk and Nvidia CEO Jensen Huang consider humanoid robots to be the ultimate chapter in AI development. According to a Goldman Sachs research forecast for the...
Monday 2 December 2024
Notebook shipment update, October 2024

Introduction

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