CONNECT WITH US
NEWS TAGGED DEMAND
Thursday 21 November 2024
TSMC quietly forms advanced packaging supply chain cluster in Southern Taiwan
TSMC is strategically developing a dedicated supply chain cluster on 30 hectares (300,000 square meters) of land in Southern Taiwan Science Park (STSP) to strengthen its advanced...
Thursday 21 November 2024
China PC sales expected to slump in 1Q25 after trade-in rush
The Chinese PC market is expected to experience particularly weak sales during the first quarter of 2025, following a surge in replacement demand driven by government trade-in subsidies,...
Thursday 21 November 2024
Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Thursday 21 November 2024
Rohm delays SiC plant amid EV slowdown
Rohm Semiconductor is grappling with a significant slowdown in the electric vehicle (EV) market, leading to reduced semiconductor demand and an unexpected financial loss.
Wednesday 20 November 2024
Liquid cooling for servers set to take off: 4 main challenges ahead
The era of liquid cooling for servers is on the horizon, but significant challenges remain. DIGITIMES Research analyst Kaylee Chiu outlines four critical hurdles liquid cooling technology...
Wednesday 20 November 2024
Competition in automotive chips intensifies as Taiwan-based companies target mid-to-high-end market
In recent years, Taiwan-based IC design companies have massively entered the automotive chip sector, seeking growth opportunities beyond consumer electronics. The automotive chip...
Wednesday 20 November 2024
Taiwan PMIC makers struggle to gain foothold in DDR5 market
Despite making progress in DDR5 power management IC (PMIC) development over the past two years, Taiwanese suppliers have seen limited revenue growth in this sector. This limitation...
Wednesday 20 November 2024
WPG to see weaker growth in 2025, with opportunities in auto solutions
AI was the name of the game for the semiconductor supply chain in 2024, according to IC distributor WPG Holdings, yet shifting supply-demand balance may lead to slightly slower growth...
Wednesday 20 November 2024
AI servers, AI PCs, and automotive electronics to drive 2025 sales growth for Taiwan ODMs
Taiwanese IT product manufacturers expect AI server demand to drive their growth in the fourth quarter of 2024, as consumer electronics enters the traditional low season. Looking...
Tuesday 19 November 2024
Dell launches Nvidia GB200 with Ingrasys as key enabler
The rapid rise of artificial intelligence (AI) has driven unprecedented demand for computing power, spotlighting next-generation AI servers. Among them, the Nvidia GB200 NVL72, powered...
Tuesday 19 November 2024
Musk stirs Germany's political waters as Intel's US$10 billion fab faces setback
Amid Germany's political upheaval ahead of its February 2025 federal elections, Tesla CEO Elon Musk has intensified tensions by denouncing the country's centrist and leftist leaders...
Tuesday 19 November 2024
Smartphone display panel prices stabilize as TCL reaches global top three
The combination of promotional events like Double Eleventh Day in China and Black Friday sales in Europe and the US, coupled with new smartphone launches in November, has driven a...
Tuesday 19 November 2024
GPTC sees wet process equipment orders soar on advanced packaging boom in 2025
Driven by rising demand for chip-on-wafer-on-substrate (CoWoS) and other advanced packaging equipment, Taiwan-based semiconductor automation and wet process equipment maker Grand...
Tuesday 19 November 2024
AMD distributor Weikeng eyes 2025 AI boom
Peripheral IC distributor Weikeng Industrial has seen robust growth in 2024 driven by strong AI demand, which is expected to continue into 2025 as prospects for AI servers and PCs...
Tuesday 19 November 2024
GSEO expects stronger lens orders from 2025 smartphone market
Taiwan-based lens maker Genius Electronic Optical (GSEO) is guardedly optimistic about 2025 sales, expecting wider penetration for its periscope lenses in smartphones and other applications,...