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NEWS TAGGED DEMAND
Wednesday 14 August 2024
Japanese wafer majors report falling sales amid slow chip recovery
Shin-Etsu Chemical and Sumco, which account for approximately 50% of the global wafer market, have both reported a decline in demand for the April-June 2024 quarter compared to the...
Wednesday 14 August 2024
Automotive chips experience demand slump
The automotive chip market has been in the doldrums of late, with major European and American IDMs and Taiwanese IC design firms alike anticipating a gloomy forecast for the third...
Tuesday 13 August 2024
Samsung's new ultra-thin LPDDR to disrupt edge AI market
Samsung Electronics has unveiled a groundbreaking 12nm low-power DRAM (LPDDR) with a thickness of just 0.65mm, responding to the rapidly growing on-device AI market. This move comes...
Tuesday 13 August 2024
Quality control guide for electronic component distribution
In the semiconductor industry, maintaining the highest quality control standards is paramount. With the industry evolving and the demand for semiconductors surging, product integrity...
Tuesday 13 August 2024
Robust AI server sales buoy Wistron 2Q24 results
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
Tuesday 13 August 2024
China's foundries surge ahead: SMIC and Hua Hong at full capacity amidst rising domestic demand
China's leading foundries, SMIC and Hua Hong Semiconductor, have seen their newly added 12-inch production capacity fully utilized, absorbing a surge in domestic orders.
Tuesday 13 August 2024
Taiwan's AI server surge fuels global market, drives import boom in 2H24
Before Taiwan opened its notebook (NB) industry to invest in China, Taiwanese-made laptops accounted for 90% of the global market. Today, Taiwan-made AI servers hold a similar market...
Tuesday 13 August 2024
Yageo's July revenue hits new high, driven by AI demand
Yageo, a leading global electronic components manufacturer, announced record-breaking revenue for July 2024, driven by the growing demand for AI-related applications. The company's...
Tuesday 13 August 2024
Flexium anticipates profitable transformation by 2025 amid stable Q3 operations
Flexium, Taiwan's leading flexible printed circuit (FPC) company, held an earnings call on August 12, highlighting its strategic transformation towards high-frequency transmission...
Tuesday 13 August 2024
Taiwan display panel makers post mixed July results
Taiwan-based panel makers AU Optronics (AUO) and Innolux both saw revenues fall in July, while HannStar Display and Giantplus Technology reported strong rebounds for the month.
Tuesday 13 August 2024
Industrial memory demand picking up
The third quarter of 2024 has seen a steady increase in the demand for industrial memory, thanks to rising DRAM contract prices and end-market inventory correction coming to an end,...
Monday 12 August 2024
Himax beats 2Q24 expectations with strong automotive DDI growth, faces 3Q headwinds amid Chinese market slump
Taiwanese display driver IC (DDI) leader Himax Technologies reported a robust second quarter, driven by strong demand for automotive DDI. However, the company is adopting a cautious...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
Monday 12 August 2024
Advanced AI solutions urgent to tackle language barriers amid rapid TSMC expansion
Taiwan's tech giants, such as TSMC, are expanding globally to mitigate risks from the US-China trade war and geopolitical tensions, facing challenges from regional language and cultural...
Monday 12 August 2024
AI servers boost Inventec, Wistron July sales
Robust AI server demand boosted sales performance for ODMs including Inventec and Wistron in July 2024.