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Wednesday 20 September 2023
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
DIGITIMES Research believes tight CoWoS capacity, which is needed for packaging HBM, will result in the supply of high-end AI servers falling short of demand by more than 35% in 2023,...
Tuesday 19 September 2023
Transsion expands into new markets
China-based Transsion Holdings, which primarily targets the African handset market, has expanded into new markets along with its chip partners MediaTek and Unisoc, according to industry...
Wednesday 13 September 2023
Taiwan FPCB output value estimated to resume growth in 2024 after falling 12.6% in 2023
Taiwan's flexible PCB (FPCB) production value is estimated to slip 12.6% on year to US$17.2 billion in 2023, primarily due to high inventory and sluggish demand for consumer electronics,...
Tuesday 12 September 2023
ODMs agree GPU availability is key to AI server delivery
Server ODMs have begun large-scale shipments of AI servers equipped with Nvidia's H100 GPU in the third quarter; however, a shortfall in GPU supply may impact their deliveries, according...
Friday 8 September 2023
ROM shipment pick-up drives Macronix revenue growth in August
Memory chipmaker Macronix International has reported August revenue increased 19.2% sequentially to a four-month high of NT$2.6 billion (US$81.1 million), buoyed mainly by a pick-up...
Thursday 7 September 2023
Touch panel makers brace for poor 3Q23
Touch panel module specialists have seen customers delay shipments of their new products until the fourth quarter, signifying a particularly weak third quarter, according to industry...
Wednesday 6 September 2023
When tech heavyweights battle, change is inevitable
As internet giants shift their focus towards developing their own chips, their interactions with Nvidia and AMD are expected to introduce new dynamics. Many of these fresh variables...
Tuesday 5 September 2023
Gaming notebook demand remains robust
Notebook shipments in the second half of 2023 are expected to be weak, with only gaming notebooks likely to witness growth, according to notebook ODM sources.
Friday 1 September 2023
Wistron secures major GPU substrate orders for AI servers
Wistron has secured significant GPU substrate orders for AI servers and anticipates its server product shipments will increase month by month for the remainder of this year, according...
Thursday 31 August 2023
Server firms to see sales boost in September
Along with the easing of Nvidia's GPU shortage, server manufacturers are expected to see their revenue start rising in September, according to industry sources.
Wednesday 30 August 2023
Global PC shipments expected to return to growth in 2024 albeit below 2019 pre-pandemic levels, says IDC
The road to recovery for personal computers (PCs) has been challenging coming off explosive years in 2020 and 2021, but signs of growth are finally returning. According to the IDC...
Wednesday 30 August 2023
PlayNitride revenue to multiply in coming years
PlayNitride Chairman Charles Li said that the next 2-3 years will be pivotal for micro-LED development and that the company's goal is to push microLED into next-generation displays...
Tuesday 29 August 2023
Tripod Tech starts shipping UBBs for AI servers
Tripod Technology has started shipping universal baseband boards (UBB) for AI servers since the second half of this year, with shipments expected to increase in 2024, according to...
Friday 25 August 2023
Chenbro to see significant growth in Q4 and 2024 following increasing AI server orders
The burgeoning AI server industry is heading for a peak in the fourth quarter of this year and is expected to ride a fresh wave of growth from 2024 to 2025, according to Chenbro Micom...
Friday 25 August 2023
Notebook price cuts to stay fierce until end-2023
The current market for notebooks is witnessing intense price reductions initiated by both retailers and brand vendors, a trend that is anticipated to persist until the end of this...
2023 Supply Chain Summit
DIGITIMES Research Special Report Databases
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research