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Friday 12 July 2024
Key takeaways from Largan 2Q24 earnings call
Largan Precision, a leading smartphone lens manufacturer, expressed caution regarding high-end mobile phone demand during its quarterly investor conference on July 11. Despite this,...
Friday 12 July 2024
AI server shipments to surge in 2H24 as GPU shortage eases
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
Thursday 11 July 2024
Apple's Vision Pro won't cross 500,000 sales this year, IDC says
Apple Inc.'s biggest new product in years is not expected to shake off its slow sales start until the release of a cheaper model next year.
Thursday 11 July 2024
Taiwan's AI dichotomy: leading the hardware revolution but lagging in software support
As Taiwan powers the world's AI ambitions, its software startups face an uphill battle for survival.
Thursday 11 July 2024
AMD to acquire Finnish AI lab
AMD has announced the signing of a definitive agreement to acquire Silo AI, the largest private AI lab in Europe, in an all-cash transaction valued at approximately US$665 million.
Thursday 11 July 2024
Chinese AI models show strength and resilience amid US sanctions
Chinese AI companies showcased resilience and innovation at the 2024 World AI Conference (WAIC 2024) amid the US's tightening AI chip export sanctions.
Thursday 11 July 2024
UAE and Saudi Arabia leverage Chinese capabilities to realize AI and semiconductor dreams
The semiconductor market has become the fourth largest market in the world, following crude oil, automotive, and petrochemical products. With a scale of more than US$500 billion in...
Thursday 11 July 2024
Canadian robotic company Mecademic sees 50% CAGR in Asia-Pacific automation markets
Mecademic Industrial Robotics, a leader in micro-automation, is set to expand its presence in the high-growth medical devices and electronics markets, particularly in the Asia-Pacific...
Thursday 11 July 2024
PC designs growing more revolutionary
The PC sector has experienced an explosion of fresh ideas. New design concepts are being developed in addition to the popularity of AI PCs and the resurgence of Mini PCs, according...
Thursday 11 July 2024
Sovereign AI to boost Nvidia sales in five years
Governments worldwide are investing billions in AI infrastructure, enhancing domestic technology, protecting national security, and creating demand for developers and chipmakers like...
Thursday 11 July 2024
GlobalFoundries advances SiPh tech amid data center interconnectivity demand optimism
GlobalFoundries (GF) is optimistic that silicon photonics (SiPh) will become a key growth area for the future data center market. In a recent interview with All About Circuits, Vikas...
Thursday 11 July 2024
Ams Osram bullish about automotive sensor biz
The automotive business currently accounts for the majority of Ams Osram's revenue and will continue to be the most important growth engine in the future, according to Chen Pinglu,...
Thursday 11 July 2024
Largan reportedly signs LTA contract with US smartphone vendor
Largan Precision has reportedly entered into a long-term agreement (LTA) with a major US smartphone vendor, a move expected to increase its market share and pricing power, according...
Thursday 11 July 2024
GPU gold rush: current landscape of AI business models
As the demand for GPU procurement grows, experts are concerned about whether equivalent-scale application services can be generated.
Thursday 11 July 2024
Samsung first-ever major strike threatens chip ambitions as union asserts its influence
Samsung Electronics' largest union, the "National Samsung Electronics Union," began a general strike on July 8, 2024, and announced an indefinite two-phase strike on July 10. This...
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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