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Friday 27 September 2024
Chip firms expect Google Chromebook Plus sales to thrive through 2025
Google's internal projections indicate a substantial increase in Chromebook Plus shipments compared to conventional Chromebooks, according to market sources. These high-end models,...
Friday 27 September 2024
Yageo chairman on transformation: from China+1 to China+34, leading charge in AI revolution
Yageo Chairman Pierre Chen boldly declared, "Yageo is no longer the company you once knew." As the leading passive component manufacturer continues its transformation, Yageo is positioning...
Thursday 26 September 2024
iPhone 16 sales fall short, LGD faces challenges
Apple's iPhone 16 has seen lower-than-expected initial sales, deepening concerns for South Korean display manufacturers. According to recent reports from South Korean media, LG Display...
Thursday 26 September 2024
Taiwan PCB output forecast 2024 sees upward revision as second-half consumer demand may fall short
In the first half of 2024, Taiwan's printed circuit board (PCB) industry experienced significant growth, propelled by robust demand for AI servers, satellite communications, and automotive...
Thursday 26 September 2024
Solar firm URE sees diversification bear fruit
United Renewable Energy (URE), a Taiwan-based manufacturer of solar cells and photovoltaic (PV) modules, has successfully diversified its portfolio by introducing new energy storage...
Thursday 26 September 2024
Passive component firm Trio expects growth driven by AI, automotive
Trio Technology International Group, a Taiwan-based passive component maker, expects demand for AI and automotive device applications to drive growth in the coming years.
Thursday 26 September 2024
Micron eyes production boost amid Samsung's HBM entry and Chinese rivalry
Despite a positive outlook for the memory market, driven largely by data centers, Micron anticipates Samsung Electronics' entry into the HBM market and is shifting toward higher-value...
Thursday 26 September 2024
AMD reportedly teams up with 2 Taiwan startups for SiPh R&D collaboration
AMD has teamed up with Taiwan-based BE Epitaxy Semiconductor Technology and Best Epitaxy Manufacturing for joint development of next-generation silicon photonics (SiPh) technology,...
Thursday 26 September 2024
Micron nearly doubles sales on AI surge, targets over 30% capex-to-sales ratio
Micron Technology's sales have nearly doubled year-over-year, driven by strong artificial intelligence (AI) demand, leading to a profitable fourth quarter of fiscal 2024. The company...
Wednesday 25 September 2024
Notebook shipment update, August 2024

Introduction

Wednesday 25 September 2024
DDI firms see on-year sales performance vary in 3Q24
While the overall IC design industry feels peak season demand is not as high as planned, display driver IC (DDI) players are expected to post large sequential revenue growth in the...
Wednesday 25 September 2024
AI bubble: Real crisis or false issue?
Despite a broader economic stagnation and softening demand across various sectors, investment in AI, especially cloud AI, remains exceptionally high. Concerns are mounting about a...
Wednesday 25 September 2024
Suppliers seek transformation as Apple chain price wars become the norm
In recent years, Apple suppliers have closely monitored iPhone sales following each launch. However, with the mobile phone market reaching saturation and competition intensifying,...
Wednesday 25 September 2024
JCET expands HBM packaging and testing as China accelerates domestic production
The Biden administration is considering imposing restrictions on the import of high-bandwidth memory (HBM) and related equipment into China, fueling growing demand for domestic substitutes...
Wednesday 25 September 2024
How many iPhone generations can AI support last through? Experts anticipate growth potential
Apple's new iPhone 16 series hit the market on the 20th, finally featuring the much-anticipated Apple Intelligence. However, telecommunications industry personnel and supply chain...
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