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Wednesday 31 January 2024
Apple Vision Pro launch countdown; prospect of XR headset market
Apple's new-generation Vision Pro is slated to hit US shelves on February 2, and initial shipments are closely followed by Apple's suppliers and competitors. Industry insiders hail...
Tuesday 30 January 2024
Inventec expects AI server shipments to surge in 2024
Inventec's AI server shipments in 2024 are predicted to more than double compared to 2023, according to Jack Tsai, president of the Taiwan-based ODM. Tsai noted the increased average...
Tuesday 30 January 2024
Intel stumbles in AI race as data center growth stalls, lagging behind competitors
Intel's data center business division was once a lucrative cash cow for a considerable amount of time. However, it has since witnessed a significant decline in its prominence. Despite...
Tuesday 30 January 2024
Advanced processes and subsidiary performance drive momentum for Gudeng
Taiwan-based semiconductor equipment supplier Gudeng Precision Industrial is forecasting high profits for 2024, with chairman Chiu Ming-Chien predicting double-digit growth in annual...
Monday 29 January 2024
Optoelectronics firm VPEC is beaming about AI phone growth prospects
The arrival of the AI smartphone era is giving GaAs (Gallium Arsenide) Epitaxial chip (Epi) manufacturers such as Taiwan's VPEC (Visual Photonics Epitaxy Co.) something to get excited...
Monday 29 January 2024
DDR5 enters sweet pricing point as price gap narrows with DDR4
Amid a recovery in the memory industry driven by robust demand for AI applications, upstream manufacturers are actively promoting DDR5 and high-bandwidth memory (HBM) to enhance profitability...
Monday 29 January 2024
ASML rides dual-axis EUV boom as memory vendors join buying spree alongside logic chipmakers amid GenAI wave
When will memory manufacturers restart expansion plans after weathering the storm of a sluggish market and falling average selling prices (ASPs)? This question appears not hard to...
Friday 26 January 2024
ASML's High-NA EUV under the spotlight as urgent orders from China wane
Urgent orders from China due to US export controls have become a last resort for ASML in the global semiconductor industry downturn. Now, at the beginning of 2024, ASML has confirmed...
Friday 26 January 2024
Intel provides weak guidance, boasts advancements in foundry business
Intel gave a tepid outlook for the current quarter due to weak performance for its programmable chip unit and Mobileye business. Intel reported surging sales for its Intel Foundry...
Friday 26 January 2024
Thinking Electronic steps up deployment in automotive sector
Passive component industry experts project a noticeable industry rebound after the second quarter or the second half of this year. Most firms are looking to automotive applications...
Friday 26 January 2024
As ODM and brand manufacturer, Ubiqconn eyes growth across three core businesses
After pulling through a challenging 2023, Ubiqconn Technology, a First International Computer (FIC) subsidiary, is optimistic about prospects in 2024, forecasting growth in the company's...
Thursday 25 January 2024
ASML expects strong rebound in 2025, optimistic about orders from memory makers
ASML reported strong books for the last quarter. The lithography equipment giant still expects uncertainties in the chip industry in 2024, and the demands from memory makers will...
Thursday 25 January 2024
Amtran expands factory site in Vietnam
According to LCD TV and monitor ODM Amtran Technology, operating in Vietnam since 2018, the firm plans to launch the third phase of mass production at its Vietnamese plant in the...
Thursday 25 January 2024
Apple to obtain initial 2nm capacity from TSMC, sources say
TSMC, which only increases production capacity in response to significant customer orders, has recently established a production expansion strategy aimed at attaining 2nm GAA. Apple...
Wednesday 24 January 2024
Adata sees low-priced inventory boost profitability in 4Q23
Memory module maker Adata Technology had previously stockpiled chips at low costs, which boosted its profit performance in the fourth quarter of 2023, according to the Taiwan-based...
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