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Tuesday 19 November 2024
Nichidenbo expects AI servers to drive growth in 2025, as PC, consumer product shipments remain stable
Passive component distributor Nichidenbo held its earnings call on November 18, during which company president and spokesman Yao-kuo Yu forecasted steady growth in the PC and consumer...
Monday 18 November 2024
Hiwin sees bright US automation prospects amid Europe's slowdown
Following a five-year hiatus, Hiwin resumed its in-person earnings call, providing an updated outlook for 2025. The company expects increased economic clarity post-US presidential...
Monday 18 November 2024
Chenbro struggles with year-end AI server supply amid surging demand
Corona Chen, CEO and president of server chassis manufacturer Chenbro, expressed concerns about meeting customer demands in November and December, as production capacity is already...
Friday 15 November 2024
Foxconn expects AI servers to account for over 50% of server revenue in 2025, but EV targets might be delayed
Hon Hai Precision Industry (Foxconn) held its third quarter online earnings call on November 14, during which chairman Young Liu highlighted record-breaking cumulative revenue, gross...
Monday 11 November 2024
AI boom drives data center evolution and strains global energy grid
TSMC's earnings call for the third quarter of 2023 underscored a core message: "AI is Real." As AI demand surges, the expansion of data centers has become crucial. Nvidia CEO Jensen...
Friday 8 November 2024
SMIC aims to capture one-ninth of global chip market amid Chinese import substitution
Following the release of its third-quarter financial results, SMIC co-CEO Haijun Zhao expects price competition to persist and aims to capture one-ninth of global semiconductor ord...
Thursday 7 November 2024
Brogent forecasts record growth in 2025 with post-pandemic expansion
With the global recovery of tourism and theme park industries post-pandemic, demand for amusement equipment is surging, boosting business for leading simulation technology provider...
Wednesday 6 November 2024
GlobalFoundries' 3Q24 earnings: 7% revenue growth driven by design wins despite YoY decline
GlobalFoundries (GF) posted earnings results for the third quarter of 2024 that ended September 30, 2024, achieving 7% sequential revenue growth to US$1.739 billion, primarily driven...
Wednesday 6 November 2024
Ibiden and Shinko Electric optimistic about AI, but standard server demand remains weak
Japanese IC substrate manufacturer Ibiden has lowered its overall performance forecast for the fiscal year 2024 (April 2024 to March 2025). Similarly, another IC substrate company,...
Monday 4 November 2024
Google Cloud soars amid AI demand as antitrust shadows fall over ad business
As the first major US tech giant to report quarterly earnings, Alphabet delivered third-quarter results that outpaced analysts' predictions. Fueled by soaring demand for AI computing...
Friday 1 November 2024
Microsoft and Alphabet report strong cloud earnings to ease AI monetization concerns
Cloud giants have recently released their latest financial results, with Alphabet and Microsoft reporting robust cloud performance, easing prior market concerns about the monetization...
Friday 1 November 2024
Favorable forex offsets Apple's China headwinds in 3Q24
During Apple's earnings call on October 31, senior executives emphasized the company's commitment to quality, which has influenced the pace of the Apple Intelligence launch across...
Thursday 31 October 2024
Meta earnings recap: 3Q24 revenue hits record US$40.6bn amid concern over slower user growth
Meta Platforms Inc. announced its third-quarter 2024 earnings on October 30, surpassing expectations due to robust ad revenue and AI advancements. As the largest social media company,...
Thursday 31 October 2024
Second place foundry stakes: Samsung and Intel seek strategic overhaul under TSMC's shadow
Regardless of Samsung and Intel's third-quarter earnings, the real story isn't in comparing them to TSMC. What's critical now is each company's internal recalibration and its leadership's...
Wednesday 30 October 2024
AMD revises MI300 series sales upward to US$5 billion in 2024
During the latest earnings call, AMD once again raised its sales outlook for its AI accelerators, though the growth was not as high as investors had anticipated.
Holtek
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