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Tuesday 24 September 2024
TSMC SoIC fab capacity to reportedly boost through to 2026
The AI surge requires TSMC to swiftly expand its production capacity for chip-on-wafer-on-substrate (CoWoS) packaging. Simultaneously, the foundry's production capacity for 3D-stacked...
Tuesday 24 September 2024
IPC makers eye strong recovery as global markets rebound, project benefits stretch into 2025
Major industrial PC (IPC) manufacturers like Advantech and DFI are showing signs of stabilization despite a sluggish market. Meanwhile, with the Chinese market bottoming out and renewed...
Tuesday 24 September 2024
Global semiconductor sales hit US$162.1 billion in 2Q24; Nvidia shines
Omdia has recently released a report that indicates that the total semiconductor revenue reached a record high of US$162.1 billion in the second quarter of 2024, representing a 6.7%...
Tuesday 24 September 2024
iPhone 16 initial sales strong; staying power to be determined
Apple's iPhone 16 series officially launched on September 20. While the initial inventory for telecom operators and retailers sold out instantly, the sustainability of this sales...
Tuesday 24 September 2024
Morgan Stanley warns of memory market winter; sparks criticism from South Korean semiconductor industry
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
Tuesday 24 September 2024
IC design houses pin hopes on short lead-time orders amid tepid PC chip demand
IC design firms report a sharp slowdown in PC shipments in the third quarter of 2024, following a surge in the second quarter. While the decline is not drastic, the usually robust...
Tuesday 24 September 2024
Will Japan, Korea, Taiwan become new trade war targets of the US as trade structure shifts?
The escalating tensions between major powers are reshaping global investment and trade patterns, leading to a surge in companies facing divestment, relocation, and investment shifts...
Tuesday 24 September 2024
Military spending hits new highs, Taiwan's Transcom capitalizes on global demand
Multiple pager and walkie-talkie explosions in Lebanon have heightened tensions across the Middle East, fueling a surge in global military expenditures. As conflicts flare up in various...
Tuesday 24 September 2024
China automakers demand price cuts for SiC modules
China's automobile manufacturers are reportedly asking silicon carbide (SiC) module vendors to cut prices by as much as 30% amid growing supply, according to industry sources.
Monday 23 September 2024
Samsung boosts MLCC production amid stagnant prices and fierce market competition
Samsung Electro-Mechanics (Semco) is increasing the operational rate of its multilayer ceramic capacitors (MLCC) to 90%. However, intense market competition has left MLCC sales prices...
Monday 23 September 2024
Integrating AI with IPCs: The next frontier in smart manufacturing
With Industry 4.0 gaining momentum, the manufacturing sector is rapidly embracing digitalization, automation, and intelligence to reduce labor reliance and enhance production efficiency...
Monday 23 September 2024
Taiwan imports from South Korea rise 70%, signaling trade shifts
Data from the South Korean Ministry of Trade, Industry, and Energy indicates that computer exports surged by 183.2% in August 2024, while maritime vessel exports rose by 80%. Additionally,...
Monday 23 September 2024
SSD spot price plummets in China as Chinese memory manufacturers intensify inventory liquidation amid tax audits
As consumer demand remains weak and China intensifies audits, Chinese memory module manufacturers are doubling their liquidation efforts after offloading excess inventory in the second...
Friday 20 September 2024
Generative AI boom fuels 2024 second-half record growth for testing interface giants
The surge in generative AI has driven up demand for high-end testing.
Friday 20 September 2024
Chinese retailers slash prices on iPhone 16 following launch, signaling weak demand in the market
Apple officially launched its new iPhone 16 series on September 20. Compared to previous years, the enthusiasm for Apple phones in the Chinese market seems to have cooled, and some...