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Thursday 23 May 2024
Nvidia keeps explosive momentum, struggles to meet soaring demand
Nvidia reported explosive growth and anticipates continued momentum in its Data Center sector as Generative AI (GenAI) gains popularity. However, the company warned of a supply crunch...
Tuesday 21 May 2024
SDC and LGD dominate OLED monitor market with rapid growth and gaming focus
OLED panels used for external screens/monitors remain dominated by the two major South Korean panel manufacturers, Samsung Display (SDC) and LG Display (LGD), becoming a new growth...
Tuesday 21 May 2024
Renesas targets significant growth in Indian market, to scale down future acquisitions
Renesas Electronics highlighted the importance of the Indian market, aiming to boost its revenue share from India from the current 5% to between 10% and 15% by 2030. The company also...
Monday 20 May 2024
Global 1Q24 wafer fab production capacity up slightly
The installed capacity of wafer fabrication will exceed 40 million wafers per quarter (in 300mm wafer equivalent), increasing by 1.2% in the first quarter of 2024 and an anticipated...
Friday 17 May 2024
Applied Materials projects significant revenue growth from GAA, sparking major chipmakers showdown in 2025
Applied Materials revealed that its revenue from GAA process equipment is expected to increase significantly over the next 1-2 years, indicating that TSMC's 2nm GAA chips will likely...
Thursday 16 May 2024
RiTdisplay transformations as energy revenue surpasses display business
PMOLED panel manufacturer RiTdisplay has actively transformed into the energy sector in recent years.
Thursday 16 May 2024
Nan Pao enters electronics industry chain with supply of optical clear adhesives
Semiconductors and displays are industries Taiwan excel in, but the entry barrier for optical clear adhesives is high.
Wednesday 15 May 2024
AT&S to sell medtech PCB factory in South Korea
Advanced Technologies & Solutions (AT&S), an Austria-based PCB and IC substrate manufacturer, has announced plans to sell its plant in Ansan, South Korea, which largely services...
Wednesday 15 May 2024
Tech titans turn to Southeast Asia's booming digital market for AI growth
In the past six months, Southeast Asia has become a focal point for CEOs of prominent tech companies such as Nvidia, Apple, and Microsoft, attracting a growing number of enterprises...
Wednesday 15 May 2024
AI spending in India expected to see strong growth by 2027
Intel and IDC forecast AI spending in India to reach US$5.1 billion by 2027, with a CAGR of 31.5% from 2023 to 2027.
Wednesday 15 May 2024
Inventec's 1Q24 earnings call: growth across three major product lines, AI server revenue to double
Leading electronics ODM Inventec held its first quarter earnings call on May 14.
Wednesday 15 May 2024
Taiwan memory makers look to DDR4 for 2024 growth
DDR4 is expected to reach the mature stage of its life cycle this year, resulting in a rise in sales volume and pricing.
Tuesday 14 May 2024
Foxconn performance misses expectations, to transform Sakai factory into AI data center
Foxconns revenue for the first quarter totaled NT$1.32 trillion (US$40.73 billion), a decline of 9.47% compared to the same period last year. This figure also missed Bloomberg's estimates...
Tuesday 14 May 2024
SiC market prospects and strategies: Interview with Onsemi VP of Industrial Power Division, PSG
Recently, Sravan Vanaparthy, Vice President of Industrial Power Division, Power Solutions Group (PSG) at On Semiconductor (Onsemi), had an exclusive interview with DIGITIMES Research...
Tuesday 14 May 2024
Visibility of chip companies 2H24 remains unclear, raising concerns amidst political and economic changes
Although Taiwanese IC design companies generally have a grasp on demand for the second quarter, when it comes to the demand situation for the second half of the year, most manufacturers...