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Tuesday 18 June 2024
Global PMX to improve 2H24 operation thanks to new energy vehicles, AI
Taiwan-based automotive power and safety parts manufacturer Global PMX disclosed its plans for EVs, hybrid vehicles, and fuel-cell EVs at a recent shareholders' meeting. The company...
Tuesday 18 June 2024
GDDR7 in growing demand for AI-powered notebooks, memory vendors ready for mass production in 2H24
As AI applications expand to portable devices such as notebooks, demand for the latest generation of graphics memory, GDDR7, is gaining momentum, especially after AI chip leader Nvidia...
Tuesday 18 June 2024
US and India announce initiatives to boost cooperation in semiconductors and AI, aiming to reduce reliance on China
The US and India announced fresh initiatives to enhance cooperation in semiconductors, AI, critical minerals, advanced telecommunications, and defense space, as the US is leading...
Tuesday 18 June 2024
Nvidia and AMD are winners of the 4 million units per year high-end GPU chip business
Nvidia dominates the market for AI chips for training and deploying Large Language Models (LLMs) and its pricing power is reflected in gross margins as high as 78%, compared to competitors...
Tuesday 18 June 2024
Order visibility for HBM memory extended till 1Q26
Order visibility for HBM memory has been extended until the first quarter of 2026, spurred by the AI boom, according to sources at Taiwanese memory makers.
Tuesday 18 June 2024
Automotive, AI servers to drive at least 20% growth for LemTech
LemTech Holdings is projecting growth in both revenue and profit for 2024, driven by its automotive and AI server product lineup.
Tuesday 18 June 2024
Quanta profits double despite halving workforce
Quanta Computer is generating record-high profits amid a sharp decline in staff count. From the high of 112,000 employees by the end of 2018, Quanta's workforce has decreased by 49.1%...
Tuesday 18 June 2024
Advanced foundry process quotes to rise in 2025
TSMC may launch a new round of price negotiations in the second half of 2024, with advanced foundry quotes expected to rise as early as 2025.
Tuesday 18 June 2024
Foxconn holds key advantages in expanding AI server sales
The AI server industry is set to become the first to benefit from the AI computational arms race, with the recent Computex 2024 serving as an AI server cabinet showground for key...
Tuesday 18 June 2024
MSI and ASRock catch up in the AI server race
Jensen Huang, CEO of NVIDIA, paid a two-week visit to Taiwan at the end of May, hyping up the AI craze all over again.
Tuesday 18 June 2024
Intel invests in Luxshare subsidiary in China
Intel invested in China-based Dongguan Luxshare Technology, a subsidiary of Luxshare Precision, amid deepening Intel-Luxshare ties as demands for high-speed interconnect products...
Monday 17 June 2024
H3C partners with Foxconn on Malaysia data center investment amid Tsinghua Unigroup further acquisition
H3C Technologies, owned by Tsinghua Unigroup and HPE, recently announced that it will collaborate with Foxconn to establish its first overseas factory in Malaysia.
Monday 17 June 2024
Meta delays AI chatbot launch in Europe after regulator pushback
Facebook parent company Meta Platforms Inc. will delay its launch of the Meta AI chatbot in Europe after regulators on the continent requested the company pause its plan to train...
Monday 17 June 2024
Microsoft's Japan chief sees country accelerating its use of AI
Japan has been one of the fastest countries to embrace the use of new artificial intelligence tools and has the potential to accelerate its economy and tech sector by going further,...
Monday 17 June 2024
Broadcom foresees AI revenue surpassing US$10 billion, no plans to rival Nvidia GPUs
Broadcom stated that the demand for AI networking products and customized accelerators from hyperscale customers is quite strong. For the second quarter of the fiscal year 2024 (ended...
Research Report Database
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