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Thursday 21 March 2024
Improved hardware on AI PCs will lead to increased prices, says Asus
Asus' annual performance in 2023 remained flat due to the lack of significant recovery in demand.
Thursday 21 March 2024
Lens upgrades and increases to boost GSEO 1Q24 revenue
According to Genius Electronic Optical (GSEO) Chairperson Jones Chen, handsets are being equipped with an increasing number of lenses, and lenses on high-end handset models are continually...
Thursday 21 March 2024
Micron sees strong growth thanks to AI, expects momentum to continue
Micron turned to profit over the past quarter thanks to rising memory demands driven by AI. The company expects AI momentum to continue, constraining supplies for non-HBM products...
Thursday 21 March 2024
Electricity and labor supply key considerations, as Taiwan-based companies relocate production to Vietnam, India
Geopolitical tensions have led to the rise of Vietnam as a manufacturing hub, yet production there has often been hampered by power grid instabilities and labor shortages.
Thursday 21 March 2024
Why IDMs are increasing their GaN production capacity
Market experts have noted a trend towards IDM dominance in the GaN semiconductor market, exemplified by Infineon's acquisition of GaN Systems and major power semiconductor firms expanding...
Thursday 21 March 2024
Smartphone market in China to see reshuffle in 2024, as iPhone sales slump
iPhone sales in China may be even weaker than expected.
Thursday 21 March 2024
Nvidia CEO reiterates solid partnership with TSMC
One key takeaway from the ongoing GTC is that Nvidia's AI empire has taken shape with strong partnerships from TSMC and other Taiwanese makers, such as those major server ODMs.
Wednesday 20 March 2024
Inflection AI plans pivot after most employees go to Microsoft
Artificial intelligence startup Inflection AI said it's planning to license its technology to Microsoft Corp., part of a shift for the startup toward working with business customers...
Wednesday 20 March 2024
Taiwanese ODMs transition away from notebooks and smartphones, AI becomes key driver
The landscape of downstream electronic manufacturers is changing. 2023 was the starting point, and it will become more apparent afterward, with AI as a key driving force of this tr...
Wednesday 20 March 2024
Gaming PCs forecast to recover after down year in 2023, says IDC
Global shipments for gaming PCs suffered the same fate as the overall PC market in 2023 with the gaming category declining 13.2% year-on-year to 44 million units for 2024. However,...
Wednesday 20 March 2024
Semiconductor system-level integration opens SLT opportunities for Taiwanese EMS providers amid AI boom
While chip design giants like Nvidia, AMD, and Intel prioritize "system-level" integration, all the six major Taiwanese EMS providers – Foxconn, Wistron, Compal, Quanta, Inventec...
Wednesday 20 March 2024
Nvidia's AI collaborations with Taiwan scholars drive clinical innovations
Nvidia, leveraging AI, has collaborated with Taiwan-based academics to develop innovative clinical solutions.
Wednesday 20 March 2024
Samsung could reap benefits as Chinese smartphone OLEDs begin to shy away from price competitions
In 2023, Samsung Display (SDC)'s rigid OLED panels took a severe hit from cheap OLED panels from China.
Wednesday 20 March 2024
Generative AI will bring in a decade-long golden age for Taiwanese supply chain, says DIGITIMES VP
DIGITIMES Vice President Eric Huan Huang says despite the potential for AI development to become overinflated, there are significant growth opportunities in the future for AI appli...
Wednesday 20 March 2024
Satellite 2024 zooms on how GEO companies adapt to LEO challenges
The Satellite 2024, the world's largest satellite event, is held grandly in Washington from March 18 to 21. Over the past year, the satellite industry has matured, with an increasing...
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