Friday, June 9th, 2023 |
9:38 am |
Catcher sees rising May revenues; volumes in January-May still shrink from year ago https://www.digitimes.com/news/a20230609PD208/catcher-chassis-revenues.html Metal chassis maker Catcher Technology saw May consolidated revenues pick up 19.3% on month and 33.2% on year to come to NT$2.6 billion (US$83.8 million) with the combined amount for the first five months of 2023 at NT$8.32 billion, down 19.2% on year. |
9:47 am |
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9:35 am |
Storm gathering on Chinese digital infrastructure and AI firms as further US sanctions are anticipat https://www.digitimes.com/news/a20230609PD205/ai-artificial-intelligence-us-china-chip-war.html In the annual sessions of the National People's Congress (NPC) and the National Committee of the Chinese People's Political Consultative Conference (CPPCC), the so-called "Two Sessions" that ended in March, the focus was undoubtedly on the autonomy of semiconductor technology. But AI was also mentioned quite a few times. |
9:36 am |
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9:06 am |
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9:06 am |
Demand for improved resiliency and automation to drive European software market growth until 2027, s https://www.digitimes.com/news/a20230608PR200/idc-it+ce-automation-demand.html The European software market grew 15% on year in 2022 despite economic turbulence and global instability. This represented the highest growth in the last 20 years, demonstrating the resiliency of demand for software in the face of major macroeconomic factors. |
6:20 am |
What is driving the GaN patent war between US and China? https://www.digitimes.com/news/a20230608PD201/gan-epc-innoscience-us-patent-infringement.html The GaN (gallium nitride) patent disputes between the US and China have existed for a long time, but not until recently did the American vendor Efficient Power Conversion Corp. (EPC) file an official lawsuit against China's top GaN maker Innoscience for patent infringement, sparking market concerns about the motivations behind EPC igniting the patent war at this moment. |
6:27 am |
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6:42 am |
Tong Hsing eyes accelerating MOSFET biz dev: Q&A with company president C. S. Chang https://www.digitimes.com/news/a20230607PD208/apec-automotive-cis-pmic-sic-tong-hsing-xsemi.html Taiwan-based CMOS imagery sensor (CIS) packaging giant Tong Hsing Electronics, an affiliate of the Yageo Group, has been working actively to make adjustments to its shareholding in its joint venture XSemi with Foxconn Electronics (Hon Hai Technology Group) to maximize the resources invested, said president of Tong Hsing and XSemi CS Chang during a recent company investor conference. |
6:10 am |
Graphics add-in board market continues its correction https://www.digitimes.com/news/a20230609VL203/gaming-gpu-pc-market-nvidia-shipments.html Unit shipments in the add-in board (AIB) market declined 12.6% sequentially and 38.2% year-over-year to 6.3 million units in the first quarter of 2023, according to a new research report from Jon Peddie Research. With an 84% market share, Nvidia maintained its dominant position in the add-in board market during the quarter. |
6:01 am |
Vision Pro's decoupling with metaverse leaves the market with questions https://www.digitimes.com/news/a20230607PD204/apple-ar_vr-headset-metaverse-vision-pro.html Apple's first mixed reality (MR) headset device Vision Pro was officially unveiled at the WWDC 2023. It features Apple's proprietary visionOS operating system and is expected to be released in the US by early 2024 at its earliest. However, Apple's presentation seems to avoid linking the product with the metaverse, which has left the market with some questions. |
6:05 am |
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4:26 am |
Samsung, Foxconn, and Luxshare factories in northern Vietnam hit by power shortage https://www.digitimes.com/news/a20230608PD204/ict-manufacturing-vietnam.html Power shortages are a nightmare to many industrial companies. When TSMC chairman Mark Liu recently was asked about how TSMC would solve the problem if Taiwan can't generate enough electricity at a shareholders' meeting, he euphorically said that they can only "trust" the government will fulfill its promise that there will be no shortage of electricity. Now power shortage is not only a worry shared by Taiwanese manufacturers, it is actually happening in Vietnam. |
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