Global notebook shipments performed better than expected in the third quarter of 2023. After enjoying an over 20% sequential increase in the second quarter, the volumes went up further by 2.1% in the third, but the shipments will then slip 7.3% in the fourth quarter due to high channel inventory and a high comparison base in the third quarter, according to DIGITIMES Research’s latest figures from the quarterly notebook report covering the second half of 2023.
Tesla officially launched the long-waited Cybertruck on November 30, with three configurations available. The cheapest rear-wheel model has a price tag of US$60,990, over 50% more than the company had marketed. Tesla will start deliveries in 2024 and 2025.
Samsung Electronics is not only investing actively in the R&D and capacity expansion of high-bandwidth memory (HBM) technology, but also looking to broaden its market reach through customized one-stop services that incorporate 2.5D packaging. Recent media reports indicate Samsung is purchasing 2.5D bonding equipment from Japanese supplier Shinkawa, potentially targeting HBM and packaging orders associated with Nvidia’s next-generation GPUs.
Amkor Technology has announced plans to construct an advanced packaging and test facility in Peoria, Arizona. Amkor expects to invest around US$2 billion and employ approximately 2,000 people at the new site by the time the project is completed.
Samsung Electronics anticipates a recovery in the terminal market in 2024 and reportedly plans to increase the production of televisions and smartphones by 10% annually, potentially driving the recovery of markets such as semiconductors, components, and displays.
AEWIN anticipates robust 2024 recovery fueled by AI edge computing and rigid demand in cybersecurity
Navigating through a market shift and a slowdown in economic growth during the initial three quarters of 2023, Taiwan-based IPC ODM/OEM firm AEWIN Technologies is gearing up for a positive turnaround.
China-based EV company Nio secured a partnership with another traditional carmaker in China. Nio signed a strategic cooperation agreement with Geely Holding on November 29 for battery swapping.
After the introduction of Generative Artificial Intelligence (Generative AI), it sparked a significant transformation in the global industry. As Generative AI continues to develop, there’s a growing emphasis on cybersecurity and privacy to meet enterprise demands. The once emphasized cloud AI is now making a shift towards edge AI, with major tech giants introducing solutions that can operate locally without internet connectivity.
Copenhagen Infrastructure Partners (CIP) has kicked off critical contracts for the Fengmiao offshore wind farm in Taiwan, following their acquisition of development rights for the round 3.1 wind farm in August. These contracts include the engineering, procurement, and construction (EPC) and the turbine transport and installation, showcasing CIP’s determination to connect to the grid by 2027. Additionally, CIP is set to participate in the bidding for round 3.2.