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Tuesday 29 October 2024
Copper-clad laminates: aiming for growth amid AI data center boom
As product specifications advance, copper-clad laminate (CCL) manufacturers are optimistic about growth in AI data centers and automotive electronics. Taiwan-based firms such as Elite...
Tuesday 29 October 2024
Onsemi reports steady 3Q24 results amid cooling markets, cautious for 2024 and 2025
On Semiconductor's (Onsemi) latest financial results met expectations despite challenging market conditions. The company also offered a cautious outlook for 2024 and 2025.
Tuesday 29 October 2024
TSMC's go-to partner for AI demand: ASE's SPIL invests US$13 million to boost CoWoS capacity
TSMC is strengthening its partnerships with OSAT providers, outsourcing key stages of its CoWoS packaging technology. ASE's subsidiary Siliconware Precision Industries (SPIL) has...
Tuesday 29 October 2024
Automotive LED shipments to remain strong in Q4 amid growing overseas demand
As China relaxes car purchase restrictions while local governments start to introduce purchase subsidies, the automotive industry is entering its traditional peak in the fourth quarter,...
Tuesday 29 October 2024
Taiwan IC design houses to present market overview, visibility at investor meetings
Major Taiwan-based IC design companies, such as MediaTek, Realtek, and Parade, are slated to have quarterly investor meetings this week to discuss their market view and visibility,...
Tuesday 29 October 2024
Samsung and Kioxia reinstate NAND manufacturing cuts
Samsung Electronics and Kioxia both plan to scale back their NAND flash production in the fourth quarter, according to sources within the industry supply chain. This suggests that...
Tuesday 29 October 2024
Automotive power semiconductor orders rise, yet market uncertainty persists
Taiwan-based makers have seen demand for power semiconductors pick up in China's automobile sector, but the automotive market remains challenging in the foreseeable future, according...
Tuesday 29 October 2024
TSMC intends to expand AP8 by acquiring nearby facilities from Innolux, say sources
TSMC, which acquired Innolux's 5.5G LCD fab in Tainan (southern Taiwan) in August, intends to acquire additional Innolux facilities that are adjacent to the one it has already acquired,...
Tuesday 29 October 2024
Memory manufacturers maintain price floor as server contract prices rise in 4Q
With the demand for memory driven by AI servers, the industry initially expected contract prices to ease and decline in the fourth quarter. However, sources within the supply chain...
Monday 28 October 2024
PCB equipment makers eye semiconductor market amid global capacity crunch
The semiconductor industry is currently grappling with insufficient capacity due to a recent surge in global demand. This has prompted major players to explore alternatives, consequently...
Monday 28 October 2024
India roundup: Nvidia pivots to India as growth engine
Nvidia CEO Jensen Huang urges India to be an AI manufacturing powerhouse as well as an exporter. Foxconn procured equipment from Apple amid global production relocation.
Friday 25 October 2024
SK Hynix dismisses HBM oversupply concerns, deepens TSMC partnership for HBM4 development
SK Hynix delivered a record-breaking performance in the third quarter of 2024 with both revenue and operating profit reaching all-time highs, driven largely by its dominance in high...
Friday 25 October 2024
Kioxia and Nanya join forces to develop next-gen DRAM
Japanese NAND flash leader Kioxia has partnered with Taiwan's Nanya Technology to develop groundbreaking DRAM technology that reduces component size by two-thirds. This milestone...
Friday 25 October 2024
NAND flash market faces cyclical downturn amid production adjustments
The NAND flash market is currently experiencing a cyclical downturn due to persistent oversupply conditions. Key factors contributing to this situation include weakening demand from...
Friday 25 October 2024
Tech giants bet on nuclear to power AI: can governments keep up?
The industry's trio of cloud service providers (CSPs) are actively embracing nuclear energy with unprecedented enthusiasm, signaling a major shift in the global energy landscape....