DIGITIMES archived news

Research Report Database

JUL

19

2024

Trump vows action to end electric vehicle 'mandate' on day one

Micron sampling MRDIMMs for AI and HPC

Hyundai Motors to propel hydrogen bus expansion with 300 new charging stations

Xiaomi reclaims leadership in Indian smartphone market in 2Q24

The German electrification dream falters as supplier bankruptcy surges 60%

GenAI's staying power: Private AI and smaller models preferred by enterprises

MediaTek seeks to advance smart car, EV ecosystems with AI

Samsung Exynos 2500 marks pivotal comeback amid looming competition

Silicon dreams: a SWOT analysis of India's burgeoning semiconductor industry

Swancor forges alliance for recyclable low carbon circular economy

Taiwan electric scooter market evolves with innovative designs and diverse options

Samsung halts foundry line construction at P4 amid customer challenges

Singapore gears up for semiconductor boom with new land and perks

Samsung memory goes full throttle, advances 3D and LLW DRAM

Samsung reportedly elects memory over foundry at P4 to capitalize on booming AI server market

Satellite communications: Apple's next big move with iOS 18

Force-MOS kicks off production for USB PD3.1 fast chargers

UK anti-trust watchdog probe into Microsoft's close ties with Inflection AI

Huawei sues MediaTek in potential shift to IC design house patent licensing

Acer explores hydrogen power to boost ESG initiatives

The return of a US-China trade war? Q&A with political economist June Park

Transformation shows results as GSEO and Ability Opto-electronics explore new fields

Fanuc completes new US facility for automotive robots

OpenAI reportedly talks with Broadcom for chip development amid growing GPU-ASIC competition

GTOC sales driven by automotive glass applications

Wah Lee sees promising demand for advanced foundry processes

Liquid cooling boom lures companies despite high entry barriers

Rising chip competition worries mobile phone makers

Foxconn, Luxshare to gain from consumer electronics demand recovery

TSMC proposes Foundry 2.0 to alleviate antitrust concerns

JUL

18

2024

Key TSMC earnings takeaways: CoWoS supply-demand balance by 2025, N2 and A16 details

TSMC revises 2024 sales growth forecast to 24-26%

Intel, GlobalFoundries defy chip slump sparked by policy worry

ASML's China sales surge highlights risk of tighter US curbs

Debunking Trump's misconceptions on Taiwan's role in the global chip industry

SK Hynix on track to explore interposer-free HBM4 production

Players' cards in AI server assembly market

India reportedly to speed up visa processing for Chinese technicians, clarify investment conditions

TSMC expects around 10% revenue growth in 3Q24

Acer to expand brick-and-mortar footprint in India

Yandex completes US$ 5.4 billion Russo-exit, launches new AI venture powered by Nvidia chips

Intel builds brand-new interactive experience to showcase AI at Paris Olympics

XPeng and Baidu lead China's rise in autonomous driving tech

Malaysia's semiconductor sector optimistic for 3Q24: talent recruitment and AI integration on the rise

Canon targets double-digit growth in India, eyes local opportunity in chipmaking tools

AI era demands a new data center paradigm

Acer to expand brand-licensing strategy and Indian market

Singtel partners with SKT to accelerate 6G and AI transformation

Automakers push forward despite low V2X returns

Aeonmotor targets growth with new models and Vietnam expansion

President Lai pledges support for next-gen Taiwan AI supercomputers in weather forecasting

Leadership changes at Google Cloud Taiwan reflect strategic challenges in market expansion

AI to advance AUO dual-axis transformation, says chairman

BMW increases car prices in China

Lite-On tackles AI energy paradox with innovative power solutions

Leading CCL makers see June revenues soar thanks to AI servers

Delta Electronics navigates global shifts with strategic R&D, production planning

Chinese PV companies flock to Middle East with new projects

Acer chair talks about company resilience

ASML performance surges amid TSMC investment rumors, strong China sales despite US curb threats

Demand for gaming MCUs is picking up

TSMC sees 3nm chip output exceed 100,000 wafers monthly

JUL

17

2024

GlobalWafers receives US$400 million of CHIPS Act funding

Nikon expands into 3D printing with eye on US defense market

Google-backed AI startup Cropin wants to predict future of food

With wearable device demand declining, Samsung lays out plans to boost sales

Chinese Apollo Go commands robotaxi market adoption amid Tesla delay reports

Assam fast-tracks land leasing for Tata ATMP facility

HBM4 poised to revolutionize memory performance in HPC applications

Taiwan pays US$4.75 billion for defense since 2022; Trump says it's not enough

AI and China's chip demand keep ASML equipment orders thriving

Passive component demand and prices to be driven higher by AI

Hanwha Energy builds green AI data center in Texas, eyes US$7.5 billion tech revenue

Acer targets booming Indian smartphone market with white-label strategy

TSMC joins HBM4 arena with 5nm base chip production for memory giants

Ubitus eyes Japan for next big AI supercomputing center

PSMC stays in the red, anticipates rebound in 3Q24

Qualcomm, Microsoft join forces to revolutionize PCs in the AI era

OSATs stepping up capex

TCL CSOT reportedly offered higher bid than BOE for LGD's Guangzhou LCD factory

Samsung latest LPDDR5 DRAM validated for use with Dimensity 9400

Room for more than Nvidia: Jim Keller rejects costly HBM, pushes for affordable AI chip designs

Melexis opens largest wafer testing plant in Malaysia, anticipating doubled chip demand

China's counter-intuitive semiconductor exports surge goes unnoticed

L&T IC design subsidiary bags order for CCTV SoCs

Taiwan to build its sovereign AI and relative ecosystem: NSTC

Taiwan's CbI program attracts ASEAN and Central/Eastern European talents for semiconductor training

China's solar industry finds oasis in the Middle East

Hybrids to lead in 2024 as EVs face profitability hurdles

Sensors demand recovers as Tyntek businesses prospers in 2Q24

Global smartphone market rebounds for 3rd consecutive quarter

Sharp halts production on large-size LCD panels; 500 employees 'forced' to retire early

Tight supply of UQDs becomes bottleneck for AI server liquid cooling

Global 5G users to hit 60% by 2029 as Northeast Asia leads the charge

Industrial memory demand to pick up in 3Q24

Glass substrate prices to increase in 3Q24

Huawei reveals operational hardship from US sanctions, expresses confidence in recovery

Nvidia plans new China-specific AI and gaming GPUs

JUL

16

2024

ASML-backed university caught in middle of US-China chips war

Alphabet in talks to buy Wiz in US$23 billion cyber deal

Granted one more chance by SoftBank, focus is now on Graphcore's future operational strategy

Samsung spearheads NAND recovery as QLC, AI drive market shift

Affordable 5G smartphone shipment increase driving market share growth for MediaTek's chipsets

Samsung and SK Hynix stack LPDDR DRAMs to cut AI power consumption

SDC, LGD push power-efficient tandem OLED for AI era

SK Hynix reportedly partners with Amkor in supplying interposers

Samsung leader prioritizes India with business trip and network building

IPC firms thrive amid rising regional conflicts, fueling defense industry boom

Transsion rises as China's second-largest smartphone supplier globally in 1Q24

GenAI beyond chatbots: Andrew Ng discusses industry applications and corporate strategies

Oppo pushes entry-level and midrange AI smartphones

Shipping delays and rising costs test auto supply chain, yet Taiwan's auto parts makers show resilience

5G stagnation prompts Taiwan telecom giants to pivot towards AI for growth

TEL unveils open-source GenAI SSA at Semicon West 2024

Qualcomm-Transsion lawsuit has ramifications in mobile AP industry

Huawei completes construction of largest R&D hub in Shanghai, set to house 35,000 engineers

SDC's IT-OLED export volume saw massive increase thanks to Apple's iPad Pro

Samsung subsidiary Semes eyes HBM market with advanced TCB amid competition

Memory prices to rise at slower pace in 3Q24

Taiwan startup Tron Future makes anti-interference drones

Moment Semiconductor eyes 50% brand memory business growth in 2024 with AI PC momentum and SEA market entry

India-based Cyient sets up subsidiary focusing on ASICs

Microsoft and Apple drop OpenAI board seats amid AI safety and monopoly concerns

South Korea pioneers 100-inch transparent nano-tech screen for competitive price

Server HBM, DDR5 demand to stay high until 2025, says distributor Supreme Electronics

Surging iPhone shipments reportedly boost Apple sales in India

Smartphone replacement, automotive applications to boost CIS demand in 2H24

E Ink surges as Samsung joins Sharp and Philips in e-paper billboard adoption

PCB shipments for LEO satellites to ramp up

China's self-sufficiency for automotive ICs still below 10%

China's uphill battle for IC self-sufficiency amid fast-paced tech landscape

TSMC to see 2H24 revenue boost from 3nm chip orders

Samsung HBM3E to obtain verification for volume shipments, say sources

JUL

15

2024

Smartphone market grows 6% as AI and discounts help demand

Sam Altman-backed startup scaling technology to store CO2 in rocks

Interoperability with the US? Overhaul awaits Taiwan's defense industry

JEDEC nears HBM4 standard finalization

Acer partners with India-based Indkal for India smartphone market entry

Starlink innovates and forges partnerships, aims to dominate satellite internet market

AI PCs see positive market feedback, vendors may stock up for year-end sales

Sovereign AI global race: can Tsinghua Unigroup secure China's supremacy?

Xiaomi smart factory aims for lighthouse status, impacts partnerships and finances

WAIC 2024 participants expect Chinese domestic AI inference chips to flourish

Samsung's new smartwatches, smart rings bolster its AI ecosystem

RISC-V and other challenges lie ahead as Arm takes on x86

VinFast postpones Carolina factory operation amid challenges

AI boom strains power grids as liquid cooling emerges as a potential solution

Fight for browser supremacy: Google struggles to dethrone Safari on iPhone

Samsung leverages IDM status to differentiate HBM4 with optimal customization and performance gains

Weekly news roundup: Chinese brands dominate domestic smartphone and TV markets; Taiwan fab toolmakers grab major orders

ISE Labs doubles lab space and capabilities with 2nd Silicon Valley facility

Qualcomm sues phone giant Transsion in rare legal move

India roundup: Indian startup and semiconductor titans team up to bridge skill gap

Micron CEO meets Taiwan President, secures government support for local operations

Building the new generation of AI computing: SoftBank officially acquire Graphcore, eyes UK workforce expansion

L&T Semiconductor eyes mid-term GaN fab development

Memory module firm AGI expects significant growth in 2024

Apple reportedly found abusing its market position in India

China, US gaining ground in global IC substrate industry

AI's surge fuels hardware demand; spotlight shines on AI smartphones

China's NEV sales surge domestically, face challenges abroad

Samsung accelerates SiPh and BSPDN development to catch up with TSMC, Intel

Xiaomi profits in India fall by 77% amid fresh 10-year plan

Motherboard, graphics card shipments to recover in 2H24

Microsoft clarifies Android 'ban,' cites Google Play inaccessibility in China

JUL

12

2024

OpenAI scale ranks progress toward 'human-level' problem solving

Tesla delays robotaxi event in blow to Musk's autonomy drive

Global high-end AI server shipments to nearly triple in 2024, says DIGITIMES Research

Samsung's new foldables boosted by AI, annual sales growth to exceed 20%

Samsung bolsters South Korean AI, HPC chip design with expanded DSP support and advanced process technologies

New Samsung smartphones showcase foldables, GenAI

Tesla's EV dominance slips as US market diversifies

TSMC's Kumamoto fab holds advantages through key technology like immersion lithography and multiple patterning

Sanofi partners with OpenAI to become the world's first AI-driven pharma giant

Imminent AI-driven flagship smartphone war to boost Apple orders

NASA uses AR to improve spacecraft assembly efficiency

BYD to invest US$1 billion in Turkish EV factory, targeting EU market

SK Hynix ramps up talent recruitment to strengthen HBM4 competitiveness

IC design houses see order visibility from CE sector strengthen

Texas forges partnership with Samsung and SK Group, eyes future AI and EV collaborations

Samsung unveils brand-new mobile AI ecosystem; new foldable devices set to launch on July 24

Potential trade war as China prepares countermeasures against EU tariffs on EVs

Xiaomi's 'lights-out factory' to mass produce new foldable smartphones

Shipment pull-ins for foldable smartphones from China strengthen

Apple rumored to stock up iPhone 16s to 90 million units; Foxconn initiates peak season hiring

Samsung scores 2nm PFN orders, as TSMC preps GAA for iPhone 17 launch 2025

Foxconn subsidiary to acquire Auto-Kabel for EUR72.5 million

German EV sales surge despite subsidy cuts, raises market optimism

China's Infinigence launches groundbreaking AI integration platform harnessing diverse chips and models

Chinese EV exports slump 13.2% in June, marking third monthly decline

Japan semiconductor material suppliers ramping up investments

Key takeaways from Largan 2Q24 earnings call

AI server shipments to surge in 2H24 as GPU shortage eases

More Chinese PCB manufacturers set up plants in Thailand

Taiwan fab toolmakers grab major orders from TSMC and China

JUL

11

2024

Less than 20 Chinese EV brands to be profitable by decade's end

Apple's Vision Pro won't cross 500,000 sales this year, IDC says

Japan-based semiconductor material suppliers gear up for EUV materials

China legacy chips face involution before flooding global markets

Taiwan's AI dichotomy: leading the hardware revolution but lagging in software support

AMD to acquire Finnish AI lab

Samsung union announces 'indefinite' strike; risk of semiconductor plant shutdown rising

Nissan to launch in-house LFP battery production in 2028, reducing reliance on China amid ternary cost concerns

Traditional Tier-1 suppliers struggle as electrification reshapes auto supply chain

Together with over 30 partners, SDC aims to reduce prices of Micro LED TVs to one-tenth within two to three years

Chinese AI models show strength and resilience amid US sanctions

Nanya likely to break even in 3Q24 as inventory improves

SK On partners with Nissan to fuel EV battery supply chain

Intel calls for streamlined administrative process as Vietnam drafts foreign investment fund

Samsung's microLED TV price reduction strategy to drive cost cuts across supply chain

UAE and Saudi Arabia leverage Chinese capabilities to realize AI and semiconductor dreams

Canadian robotic company Mecademic sees 50% CAGR in Asia-Pacific automation markets

PC designs growing more revolutionary

Ariane 6 launches to restore Europe's space independence from SpaceX

Sovereign AI to boost Nvidia sales in five years

MediaTek to surpass Qualcomm Snapdragon in 5G smartphone market

Novatek strives to enhance supply capability for iPhone OLED DDIs

GlobalFoundries advances SiPh tech amid data center interconnectivity demand optimism

Ams Osram bullish about automotive sensor biz

MediaTek 2Q24 performance meets expectations, eyeing boost from Dimensity 9400

L&T acquires Indian IC design startup

Largan reportedly signs LTA contract with US smartphone vendor

Taiwan government encourages local firms to participate in military supply chain

GPU gold rush: current landscape of AI business models

AMOLED phone shipments outnumber LCD ones, heaping pressure on Taiwanese panel supply chain

Samsung first-ever major strike threatens chip ambitions as union asserts its influence

AI to boost chip component demand, say IC distributors

Ams Osram sees promising automotive microLED and LiDAR demand outlook