Inside TSMC IV: Reshaping the business development model for growth
“Deciding what not to do is as important as deciding what to do.” —Steve Jobs
22
Nov
22
Nov
Inside TSMC III: Restoring investor confidence through strategic PR
“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” —Warren Buffett.
22
Nov
AI infrastructure evolution signals US$400B market, reshapes global tech supply chain
The rapid evolution of AI computing demands and cooling innovations is reshaping data center infrastructure, with DIGITIMES Research analysts projecting a US$400 billion market for server cooling solutions and a fivefold expansion in the overall data center market by 2030.
22
Nov
Xiaomi to replace GetApps with Indus AppStore in India
Xiaomi will replace its GetApps store with PhonePe’s Indus AppStore in India starting January 2025 to improve user experience, addressing concerns about intrusive ads and privacy. The Indus AppStore offers a wider range of apps, supports multiple languages, and has a more developer-friendly model. However, questions remain about its uninstallability and potential to replicate past issues.
22
Nov
ESMT struggles with inventory backlogs, projects weak early 2025 market
Elite Semiconductor Microelectronics Technology Inc. (ESMT) expected a rebound in the memory market in the second half of 2024, driving an increase in wafer production. However, demand recovery underperformed expectations, resulting in elevated inventory levels. The company is now prioritizing efforts to address these backlogs.
22
Nov
Foldable market surges: 22% growth in 2024 through Asia-Pacific region and premium innovations
The foldable smartphone market is set to expand significantly in 2024, with a projected growth rate of 22%, far surpassing the overall smartphone market’s estimated 5.8% growth, according to IDC. This rapid growth underscores the increasing consumer demand for innovative mobile technology.
22
Nov
IC design firms bullish on 2025, but 1Q25 outlook remains uncertain
A consensus has emerged among IC design companies during recent earnings calls, with all players expressing positive evaluations for their 2025 outlook. Growth momentum is widely projected to surpass 2024 levels.
22
Nov
Supply chain digitalization: Synnex CEO highlights enhanced production and sales synergy
In recent years, industry digitalization has emerged as a vital driver of corporate transformation. S.W. Du, CEO of Synnex Technology International, highlights that adopting digital technologies allows precise monitoring of sales performance and inventory levels, streamlining production and sales coordination. This approach minimizes resource waste and inefficiencies, optimizing overall supply chain efficiency.
22
Nov
Taiwan evaluates potential impact of Trump’s proposed China trade status revocation
President-elect Donald Trump has announced his plan to name Howard Lutnick, a prominent China critic, as Secretary of Commerce. Lutnick will oversee the management of US tariffs and trade policies.
22
Nov
JSR sets up EUV photoresist plant in South Korea to meet semiconductor demand
Japanese photoresist leader JSR is building a production base in South Korea to manufacture metal-oxide resists (MOR), a critical material for extreme ultraviolet (EUV) lithography. Slated to begin mass production in 2026, this initiative aims to bolster the stability of South Korea’s semiconductor supply chain.