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Tuesday 28 November 2023
AI servers propel 2024 growth for downstream electronics firms post GPU shortages
The ICT industry is slowly heading towards recovery, with AI servers emerging as the standout performer. Foxconn notes that the primary growth engine for 2024 is cloud servers, particularly...
Tuesday 28 November 2023
Chinese foundries reportedly mulling price cuts
Speculation has emerged in the chipmaking sector that Chinese pure-play foundries, such as Huahong Group and Semiconductor Manufacturing International (SMIC), are contemplating price...
Monday 27 November 2023
Global top 3 memory makers see sales improvement in 2H23, says DIGITIMES Research
DIGITIMES Research observes that the business operation of the DRAM and NAND Flash sector of the world's top three memory manufacturers – Samsung, SK Hynix, and Micron –...
Monday 27 November 2023
Samsung plans to drive 2024 AI automotive sector with array of new memory innovations
Samsung Electronics is reportedly setting its sights on the automotive market, gearing up to unleash a series of game-changing products from 2024 onward. With these cutting-edge innovations,...
Monday 27 November 2023
Semiconductors headed toward strong 2024
The global semiconductor industry will grow 3% sequentially in the fourth quarter, bringing the annual growth to 6% in the fourth quarter of 2023 and laying the foundation for the...
Monday 27 November 2023
Taiwan and China module makers navigate separate courses amidst a reviving memory market
After a year of destocking, memory module providers are seeing rising prices from the third quarter. Notably, due to differences in applications, financial practices, and capital...
Monday 27 November 2023
OSE sees 2024 growth, thanks to NAND and AI servers
Orient Semiconductor Electronics, Ltd.(OSE), a matured logic IC and NAND Flash memory semiconductor packaging & testing service and electronic manufacturing service (EMS) provider,...
Monday 27 November 2023
India gains EU support in strengthening chip supply chain alongside US and Japan backing
As India strives to establish its burgeoning semiconductor supply chain, it has secured backing from the European Union, adding to the support already received from the United States...
Monday 27 November 2023
Weekly news roundup: Micron and GlobalFoundries hit by US trade sanction shockwave and other top stories
These are the most-read articles during the week of November 20-24:
Friday 24 November 2023
Micron and GlobalFoundries hit by US trade sanction shockwave
Amid a global surge in semiconductor production, worries about excess capacity are on the rise. The recent tightening of US trade sanctions on semiconductor equipment bound for China...
Friday 24 November 2023
ESMT scaling up wafer starts at foundries
Niche memory IC design house Elite Semiconductor Memory Technology (ESMT) has scaled up wafer starts at foundries, and its customers are more ready to negotiate long-term contracts,...
Thursday 23 November 2023
DDR5 penetration to accelerate, say PMIC suppliers
DDR5 penetration has not been as fast as expected in 2023 due to the sluggish demand in the memory market. However, it is expected to accelerate in 2024 due to falling chip prices,...
Wednesday 22 November 2023
Japan faces challenge of preventing tech leaks to China amid growing dependence
History may repeat itself as incidents similar to the Toshiba-Kongsberg scandal in 1987, which ignited the diplomatic crisis between Japan and the United States, may emerge due to...
Tuesday 21 November 2023
Generative AI is all the rage, who can monetize from the trend?
Global opportunities in the generative AI (GenAI) application market have exploded with the rise of ChatGPT, leading to a substantial increase in demand for AI-related hardware and...
Tuesday 21 November 2023
South Korea's October memory chip exports see first surge in 16 months
In October, South Korea witnessed a long-awaited turnaround in the export of memory chips, experiencing year-on-year growth after a hiatus of 16 months. This resurgence is seen as...
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