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Wednesday 27 November 2024
China's solar price agreement: Policies meet creative workarounds
China's N-type TOPCon solar production is grappling with overcapacity. In October, the China Photovoltaic Industry Association (CPIA) and 16 tier-1 manufacturers agreed to a minimum...
Wednesday 27 November 2024
40nm crisis: how TSMC shaped Nvidia's triumph, AMD's demise
The 2009 TSMC 40nm process crisis was a defining moment for the wafer foundry industry, offering pivotal lessons for the broader semiconductor sector. As TSMC founder Morris Chang...
Tuesday 26 November 2024
Xiaomi readies own mobile chip, pressuring MediaTek and Qualcomm
Xiaomi is preparing a self-designed mobile processor for its upcoming smartphones in an effort to reduce its reliance on foreign suppliers Qualcomm and MediaTek.
Tuesday 26 November 2024
Samsung's market risks, SK Hynix's fab dependence: Diverging paths to decoupling from China
South Korean media report that SK Hynix and Samsung Electronics have reduced their reliance on China over the past seven quarters. SK Hynix's China revenue dropped from 30% to 24%,...
Tuesday 26 November 2024
Taiwan's TMYTEK aims for IPO after securing US$25M Series B for satellite tech
Taiwan-based millimeter wave (mmWave) technology company TMYTEK is preparing to go public next year following a successful US$25 million Series B funding round that brought its total...
Tuesday 26 November 2024
Global smartphone shipments to see six-year CAGR of 3.6% from 2024-2029, says DIGITIMES Research
DIGITIMES Research, by synthesizing supply chain information, regional market conditions, and analyzing global political and economic trends, forecasts that global smartphone shipments...
Tuesday 26 November 2024
Huawei unveils its 'most powerful' new device ahead of expanded US ban
Huawei's product launch event took place on the afternoon of November 26, showcasing what it claims to be the "most powerful" Mate in history, along with the fourth iteration of Harmony...
Tuesday 26 November 2024
Data center boom drives Taiwan's tech ecosystem growth
The rapid expansion of Taiwan's data center market, led by the top trio of US-based cloud service providers (CSPs) and several new entrants, is creating widespread opportunities across...
Tuesday 26 November 2024
Prosecutors appeal, seeking five-year sentence for Samsung chairman
Jae-yong Lee, chairman of Samsung Electronics (Samsung), was indicted in September 2020 on charges related to illegal inheritance and management practices. He has faced judicial risks...
Tuesday 26 November 2024
Taiwan's supply chain is vital to global AI ecosystem, says Microsoft CVP
Taiwan's role in the global AI ecosystem cannot be overstated, according to Paul Lorimer, corporate VP of Office 365 Enterprise and cloud engineering at Microsoft.
Tuesday 26 November 2024
MCU firm Padauk pursues cost structure optimization
Although demand visibility in the microcontroller unit (MCU) market is currently low, MCU players like Padauk Technology believe there will be opportunities for growth in 2025, driven...
Tuesday 26 November 2024
Molicel BBUs enter AI supply chain
Taiwan-based E-One Moli Energy (Molicel) has commenced shipments of backup battery units (BBU) to a major cloud service provider (CSP), according to parent company Taiwan Cement (T...
Tuesday 26 November 2024
Nvidia GB200 supply shift fuels breakout growth for Taiwan's tier-2 server makers in 2025
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...
Tuesday 26 November 2024
Korean chipmakers consider reducing LPDDR4 memory output
Korean memory vendors intend to promote LPDDR5 as the prevalent specification, which will necessitate a reduction in the output of LPDDR4 and LPDDR4X chips, according to industry...
Tuesday 26 November 2024
Robotics startups need time to cultivate industry, says Touché Solutions chairman
A booming market for robots has been driving optimism for robotics startups, yet many in the industry point to the challenges of shaking the conventional stereotype that the field...
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