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26 Apr
Latest News and Trends

ASEH likely to raise 2024 capex; US production line possible

  • April 26, 2024
  • By author-avatar jeff
ASE Technology Holding (ASEH) may boost its capex in 2024 due to increased spending on advanced packaging and testing capabilities. The Taiwan-based OSAT also does not rule out developing an advanced packaging line in the US, said CFO Joseph Tung during a Q&A session at an April 25 investor conference.

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26 Apr
Latest News and Trends

Should TSMC run fabs in Arizona, Dresden, or even Kumamoto the way they do in Taiwan?

  • April 26, 2024
  • By author-avatar jeff
Recently a Delaware-based non-profit media Rest of World interview roused widespread attention and discussion regarding TSMC’s Asian management model and hierarchy system.

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26 Apr
Latest News and Trends

Microsoft sees record third-quarter revenue thanks to AI

  • April 26, 2024
  • By author-avatar jeff
Microsoft reported strong quarterly results. The surge was driven by corporate demand for Microsoft’s cloud and AI offerings, particularly Azure. Microsoft plans to ramp up Capex to keep capitalizing on the explosive growth.

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26 Apr
Latest News and Trends

LMOC incurred net loss in 1Q24 despite SiPh shipment reaching record high

  • April 26, 2024
  • By author-avatar jeff
Despite Silicon Photonics (SiPh) shipments reaching a record high, LandMark Optoelectronics Corporation (LMOC) incurred a net loss of NT$47 million in the first quarter of 2024, marking five consecutive quarters of losses.

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26 Apr
Latest News and Trends

From cloud to edge: GenAI’s trillion-dollar market potential and challenges unpacked

  • April 26, 2024
  • By author-avatar jeff
GenAI is expanding its footprint from cloud to edge, with leading chip and platform manufacturers joining forces to tap into the burgeoning market.

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26 Apr
Latest News and Trends

AI adds cloud and edge integration; traditional storage faces challenges

  • April 26, 2024
  • By author-avatar jeff
Generative AI is sweeping across various industries, and the cloud has become a key area of contention.

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26 Apr
Latest News and Trends

Taiwan’s largest curved interactive MiniLED display, the ‘Wishing Tree,’ makes waves at Touch Taiwan 2024

  • April 26, 2024
  • By author-avatar jeff
Taiwan’s largest 375-inch curved interactive miniLED display, the “Wishing Tree,” is stealing the show at the Touch Taiwan 2024 held April 24-26 at the Taipei Nangang Exhibition Center.

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26 Apr
Latest News and Trends

Silicon shield doesn’t guarantee military deterrence for Taiwan, says DIGITIMES Research

  • April 26, 2024
  • By author-avatar jeff
The Taiwan Semiconductor Manufacturing Company, also known as Taiwan’s “Silicon Shield,” does not fully guarantee preventing war for Taiwan, says DIGITIMES Research analyst Eric Chen.

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26 Apr
Latest News and Trends

Chinese homegrown automakers forthright about potential EV overemphasis

  • April 26, 2024
  • By author-avatar jeff
The Chinese car market has gained worldwide traction because of EVs. Homegrown automakers seize the opportunity to scale inside and outside China. The country has put many resources and effort into the EV sector, drawing criticism and doubts.

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26 Apr
Latest News and Trends

AI PCs to boost QLC NAND SSD adoption, says Micron

  • April 26, 2024
  • By author-avatar jeff
The current adoption rate of QLC NAND SSD in PCs is approximately 20-25%, and this rate is expected to expand dramatically in 2024, according to Micron Technology. The primary use cases for AI in PCs are to facilitate the significant expansion of Solid-State Drive (SSD) storage capacity and to fulfill the growing demand for terabyte-level storage.

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