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Monday 6 May 2024
Taiwanese optical device players seek new application horizons beyond smartphones, diverge on 'Taiwan+1' strategies
As smartphone sales plateau compared to the rapid growth seen 5-10 years ago, Taiwan's optical solutions providers, primarily serving the smartphone market, are seeking new growth...
Friday 3 May 2024
Apple's surprise iPhone China growth leaves lingering questions
Apple Inc. surprised investors with a decent beat on quarterly revenue from China, countering months of data that showed a quickening decline in iPhone sales.
Friday 3 May 2024
Meta struggled to monetize AI products in near term
Meta regained market focus with the widespread popularity of its open Llama. Nevertheless, as its AI investments are still in the early stages, it will take years to see returns.
Friday 3 May 2024
AI fuels Taiwan GDP growth in 1Q24
Taiwan's GDP increased by 6.51% from the previous year in the first quarter of 2024, outpacing South Korea's 3.4% and Singapore's 2.7%, thanks to exports of AI chips and AI servers...
Friday 3 May 2024
Apple to emerge from slump in 2H24, says supply chain
Apple is expected to rebound from a lackluster first half of 2024, with shipments of both iPhones and Mac computers picking up in the latter part of the year, say supply chain sources...
Thursday 2 May 2024
Global geopolitical shifts disrupt Taiwanese business strategies in China
In the wake of the Ukraine War, the ripple effects are felt far beyond the Eastern European theater. As China and Iran throw their weight behind Russia, the landscape of global commerce...
Thursday 2 May 2024
South Korean OLED supply chain for new iPad comes to light as reveal set for May 7
The announcement for Apple's iPad Pro 2024 has been repeatedly delayed, reportedly due to issues related to OLED panels. Despite this, it was recently revealed that the two major...
Thursday 2 May 2024
Taiwan's computer industry production value CAGR nears 30% in past 5 years
Thanks to the server supply chain shift out of China due to the US-China trade conflicts, Taiwan's computer production value has grown significantly over the past 5 years. Although...
Thursday 2 May 2024
Samsung's 1Q24 revenue saw major boost, though semiconductor profits fell behind SK Hynix
In the first quarter of 2024, Samsung Electronics successfully turned a profit in its semiconductor business due to increased demand for AI-related memory. Coupled with the sales...
Thursday 2 May 2024
Growth speed in AR microdisplay market will outpace VR from 2023-2029
Market research firm Yole's latest report predicts that advanced virtual reality (VR) headsets such as Meta Quest 3 and Apple's Vision Pro, which adopt Video See-Through (VST) display...
Tuesday 30 April 2024
With iPhone sales weak, Chinese/South Korean smartphone and OLED manufacturers take advantage to increase capacity
Amid sluggish iPhone sales, Samsung Electronics and Chinese smartphone brands have begun to take advantage of this gap and expand their inventory of smartphones and OLEDs to seize...
Tuesday 30 April 2024
Primax optimistic about demand for multi-sensory products
Acoustoelectric component maker Primax Electronics expects multi-sensory integration products focused on vision, hearing, and touch, as well as public safety equipment, AIoT visual...
Monday 29 April 2024
With Dimensity 9400 coming in 2H24, MediaTek's flagship SoC aims for 30% market share in China
Responding to various rumors about the company's operations, MediaTek CEO Rick Tsai not only mentioned that the annual revenue growth rate of flagship smartphone SoCs will exceed...
Monday 29 April 2024
Rise of extra-large TVs reshaping global TV market
Despite sluggish growth, the global TV industry is witnessing a surge...
Friday 26 April 2024
Huawei's 7nm chip capability and HBM development reflect China's advanced processes ambition
Huawei continues its relentless journey towards chip self-sufficiency, showcasing signs of China's further advancements in advanced manufacturing processes.