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Wednesday 9 October 2024
Industry considers production cuts as NAND prices drop and IT demand fails to meet expectations
NAND Flash prices have begun to decline due to lower-than-expected IT demand. Major memory companies are reportedly planning to adjust their utilization rates and may refocus investments...
Wednesday 9 October 2024
Samsung rules out foundry spin-off, citing technical challenges and strategic market priorities
Samsung Electronics issued a rare public apology on October 8, 2024, causing ripples across the semiconductor industry.
Wednesday 9 October 2024
China's insistence on local chip usage; release of Ascend 910C muddles Nvidia's future
Rumors suggest the Chinese government is encouraging local companies to prioritize domestic artificial intelligence (AI) processor brands over Nvidia's products. If this informal...
Wednesday 9 October 2024
Can Huawei's multi-brand HIMA strategy shift gears and conquer the automotive market beyond Aito?
Richard Yu, chairman of both Huawei's Consumer Business Group and Intelligent Automotive Solution Business Unit (BU), is actively forging a new path for Huawei's "Harmony Intelligent...
Wednesday 9 October 2024
August semiconductor sales rise 20.6% with robust demand in Americas, says SIA
The Semiconductor Industry Association (SIA) has reported that global semiconductor industry sales amounted to US$53.1 billion in August 2024, reflecting a 20.6% rise from US$44 billion...
Wednesday 9 October 2024
Taiwan's solar inverter market thrives with Delta and PrimeVOLT taking lead
Solar inverters and energy storage power converters (PCS) form the intelligent backbone of renewable energy. Taiwan's solar inverter market has been vibrant in recent years, with...
Wednesday 9 October 2024
AI server local production becomes a trend, says Foxconn chairman
According to Foxconn chairman Young Liu, the domestic manufacturing of AI servers and the notion of AI sovereignty will emerge as a prevailing trend.
Wednesday 9 October 2024
Memory module houses to expand supply to PC OEMs with low-cost inventory
Leading memory module manufacturers are looking to expand their supply to PC OEM customers to offload low-cost inventory, according to industry sources.
Wednesday 9 October 2024
Chinese automakers seek breakthrough amid rising trade barriers
Chinese new energy vehicle (NEV) companies are working to break through growing trade barriers imposed by the US and its allies.
Wednesday 9 October 2024
Semiconductor supply chain mixed about China economy stimulus policy
China's stimulus packages have received mixed responses from players in Taiwan's semiconductor supply chain, with some believing they will inject momentum into the Single's Day shopping...
Wednesday 9 October 2024
PC chip demand peaks early in 2024, suppliers face declining sales
PC chip demand has already passed its peak for 2024, and suppliers' sales already started declining in September with little hope of a seasonal uptick during the fourth quarter, according...
Tuesday 8 October 2024
IRA sparks opportunity for Taiwan's energy storage industry amid domestic hurdles
Taiwan's energy storage market is experiencing turbulence as several recent projects have been paused, raising concerns among local players about future growth. However, international...
Tuesday 8 October 2024
Foxconn unveils new EVs, including US-specific Model C at HHTD24
Addressing increasing market demand and expanding its electric vehicle (EV) lineup, Foxconn debuted the Model D, a next-generation multi-purpose SUV, and the Model U, a cutting-edge...
Tuesday 8 October 2024
Power IC demand picking up; return of international IDMs a concern
The power semiconductor market is recovering from its downturn, with demand starting to pick up, according to industry sources from China and Taiwan.

The industry generally...
Tuesday 8 October 2024
NAND flash market faces cost crunch: Samsung and SK Hynix buck the trends eyeing expansion
Despite AI-driven growth in the NAND flash market, the rising costs of technological transitions remain a major hurdle.
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