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Tuesday 3 September 2024
Japanese semiconductor equipment makers expect reduced revenue share from China amid rising investment elsewhere and import substitution
Japanese semiconductor equipment manufacturers have experienced a significant revenue boost from China. However, with rising semiconductor investments in other markets like India,...
Monday 2 September 2024
Peak season fails to boost 3Q24 memory spot pricing
Even though the third quarter is the traditional peak season for consumer electronics and other end-market applications, DRAM and NAND flash memory spot prices have decreased almost...
Monday 2 September 2024
Arm bets on gaming-grade GPUs to drive growth amid AI boom and mobile stagnation
The significantly surging demand for graphics cards is driving more companies to enter the GPU market, catering to gaming enthusiasts, enterprise computing centers, and other AI ap...
Monday 2 September 2024
Despite high demand for AI servers, Taiwan's export growth lags behind other Asian Tigers
The soaring costs of AI servers have propelled Taiwan to a 42.4% surge in exports of information, communication, and audiovisual products in July.
Monday 2 September 2024
LCD TV panel market braces for extended price war as Chinese majors battle for dominance
The LCD TV panel market is grappling with challenges due to declining prices and a price war between BOE and TCL CSOT. A production cut slated for October aims to reduce inventory...
Friday 30 August 2024
Global OSAT industry, 2024

Introduction

Friday 30 August 2024
China's solar policy could trigger global industry reshuffle amid bankruptcies and exit wave
The Chinese government's stance remains a crucial factor in shaping the scale and impact of the ongoing wave of global solar industry bankruptcies and exits. With China's global solar...
Friday 30 August 2024
IntelliEPI reports GaSb shipment growth and robust raw material inventory amid China's export controls
Yung-chung Kao, chairperson of IntelliEPI, stated that despite revenue growth in the first half of 2024, the company experienced increased losses and a decline in gross margin due...
Friday 30 August 2024
Giantplus pushing more applications for in-house developed OTFT backplane
Taiwanese panel manufacturer Giantplus Technology is actively developing applications using its organic thin-film transistor (OTFT) backplanes, such as smart wearables and medical...
Friday 30 August 2024
Timely Blackwell shipments ease HBM supplier concerns
After Nvidia confirmed the on-schedule shipment of its latest Blackwell GPUs, high-bandwidth memory (HBM) providers, including SK Hynix and Samsung Electronics, expressed relief as...
Friday 30 August 2024
G2C+ alliance expects robust demand for advanced packaging
The global expansion of semiconductor advanced packaging capacity is just beginning, which is promising enormous business opportunities for equipment suppliers, such as the G2C+ alliance...
Friday 30 August 2024
SMIC reports sharp profit decline amid revenue growth in 1H24
China's largest pure-play foundry, SMIC, reported a significant decline in profitability despite revenue growth in its latest financial results. The company remains cautious despite...
Friday 30 August 2024
High-end Ethernet chip demand for AI data centers picking up
Hyperscale data center operators are adopting large volumes of high-end Ethernet chips to ensure all high-end GPUs in data centers can be connected to form a massive supercomputer,...
Thursday 29 August 2024
Morglory launches new single-crystal diamond disks

Global leading single-crystal diamond technology enters the CMP process application market

Thursday 29 August 2024
AI surge ignites MLCC demand: passive component industry poised for growth
As AI technology continues to permeate various industries, the demand for AI servers is seeing steady growth. With Nvidia's Blackwell GB200 set to begin mass production, a surge in...