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NEWS TAGGED DEMAND
Tuesday 5 March 2024
Samsung and SK Hynix restart equipment investment as DRAM demand returns
The DRAM market demand is picking up, and Samsung Electronics and SK Hynix, which previously adopted a production reduction strategy, have recently shown signs of resuming equipment...
Tuesday 5 March 2024
GenAI drives HBM memory demand
Generative AI has stimulated demand for High Bandwidth Memory (HBM), driving Taiwanese memory chipmakers to seize a share of the AI business opportunity.
Tuesday 5 March 2024
Chinese semiconductor market remains oversupplied
China's semiconductor market is being hit by a host of problems, such as overcapacity, with a bumpy ride likely lying ahead throughout 2024, according to industry sources.
Tuesday 5 March 2024
AI smartphones unlikely to gain significant traction for another 2-3 years
The launch of Samsung Electronics' Galaxy S24 series of flagship AI-capable smartphones has prompted many other companies to follow suit, making 2024 the first year of AI mobile phone...
Monday 4 March 2024
Huawei expands data centers overseas, driven by AI demand
After providing cloud services in Egypt, Huawei is also set to build its first artificial intelligence (AI) cloud computing center in Hong Kong. Cloud services have already contributed...
Monday 4 March 2024
Nvidia, TSMC's 2nd biggest client in 2023, only behind Apple
Nvidia became TSMC's second-largest customer in 2023, trailing only Apple.
Monday 4 March 2024
AI puts a rocket under HBM demand, SK Hynix rides the wave
The memory industry is set to exit the production cut phase as Generative AI superpowers high bandwidth memory (HBM) and DDR5 demand.
Friday 1 March 2024
Democrats demand stronger labor protections in US chips push
Congressional Democrats demanded in a letter Thursday that the Biden administration add more labor protections to its initiative aimed at boosting US semiconductor production.
Friday 1 March 2024
French startup Mistral AI attracts big cloud players amid growing demand for diverse models
In a move highlighting the market's increasingly diversified demand for AI models, Microsoft recently announced its collaboration with Mistral AI, following in the footsteps of Google...
Friday 1 March 2024
Something tricky this way comes as China's EV empire grows
The aggressive market capture tactics, employed by Chinese car manufacturers, present fresh challenges for the global electric vehicle (EV) industry.
Thursday 29 February 2024
800G demand fueled by high-speed computing drives silicon photonics trend
Benefiting from the explosion of demand for AI and cloud applications, cloud server construction and the need for higher bandwidth transmission have accelerated the upgrading of high-speed...
Thursday 29 February 2024
Strong foundry demand to buoy Kinik 2024 revenue
Kinik expects to boost revenue by up to 10% in 2024 due to high demand from the foundry sector.
Thursday 29 February 2024
ODM Wiwynn sees AI server sales climb
According to Taiwan-based ODM Wiwynn, the share of revenue attributed to AI server orders grew to more than 20% in the fourth quarter of 2023.
Thursday 29 February 2024
Wearable sensor demand looking promising at MWC 2024
At MWC 2024, in addition to the highly anticipated AI smartphones and various connectivity upgrades, wearable devices are attracting lots of attention. If the devices take off, it...
Thursday 29 February 2024
Growing AI demand propels PCB industry forward
Taiwan-based PCB industry players, such as PCB drill bit maker Topoint Technology and copper clad laminate (CCL) maker ITEQ, are already seeing the benefits from AI demand and expect...
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Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research