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Thursday 1 August 2024
Major Taiwan pure-play foundries achieve impressive sales and profits
Taiwan's top-3 pure-play foundries -- TSMC, United Microelectronics (UMC), and Vanguard Semiconductor International (VIS) – are outperforming their global competitors, achieving...
Wednesday 31 July 2024
Yageo sees AI drive passive component demand
Yageo believes AI will fuel passive component demand, with operations improving further in the third quarter of 2024.
Wednesday 31 July 2024
Biden administration responds to packaging and testing industry as Amkor receives subsidies from CHIPS Act
The Biden Administration has announced that the CHIPS and Science Act will subsidize US$400 million to help Amkor, the largest semiconductor packaging and testing company in the US,...
Wednesday 31 July 2024
Samsung earnings report surges in Q2 revenue and profits amid strong display sales
Samsung Electronics announced its financial results for the second quarter of 2024, reporting revenue of KRW74.07 trillion (approximately US$53.3 billion) and an operating profit...
Wednesday 31 July 2024
Chinese suppliers eyes Russia's growing demand for auto parts, supply chain urge caution amid war uncertainties
Automotive component supply-chain stakeholders say they are seeing the disruptions brought by the Russo-Ukraine war on the international industry gradually fading.
Wednesday 31 July 2024
Microsoft reports cloud revenue growth slowdown, plans increased capex to meet AI demand
Microsoft reported a deceleration in its cloud business growth for the fourth quarter of fiscal 2024, which ended in June. Despite this, CEO Satya Nadella emphasized that generative...
Wednesday 31 July 2024
GaAs foundry Win Semi expects revenue to drop in 3Q24
Win Semiconductors (WinSemi) expects to post a single-digit sequential revenue decrease in the third quarter of 2024, due to slowing demand from China's Android smartphone market.
Wednesday 31 July 2024
IDMs underperform in 2Q24, indicating automotive IC weakness
Financial data from leading European and American integrated device manufacturers (IDMs) indicate that the automotive semiconductor market is underperforming, with weaker demand than...
Wednesday 31 July 2024
Innolux reports Q2 profit amid slowing large-size panel shipments in Q3 2024
Innolux, a leading company in the panel industry, returned to profitability in the second quarter of 2024, posting a modest profit of NT$1.2 billion. Looking ahead to the third quarter,...
Wednesday 31 July 2024
PC replacement demand is unlikely until 2025, says Realtek
In its market forecast for the third quarter of 2024, Realtek anticipates significant contributions from the network communications and automotive sectors in the second half of the...
Tuesday 30 July 2024
SK Hynix invests US$6.77 billion in Yongin Semiconductor Cluster, to prioritize DRAM production
SK Hynix has announced board approval for a KRW9.4 trillion (approximately US$6.77 billion) investment to construct its first plant and related operational facilities at the Yongin...
Tuesday 30 July 2024
Coming MediaTek, Qualcomm earnings: AI smartphone demand forecasts to watch
Mobile SoC specialists MediaTek and Qualcomm will hold their quarterly earnings conference calls on July 31 to address the business outlook and end-market demand prospects, with a...
Tuesday 30 July 2024
Amkor expects to mass produce organic interposers in early 2025
Amkor reported modest sales growth, primarily driven by surging demand for AI data centers and growth in the smartphone market. These positive factors offset declining sales in the...
Tuesday 30 July 2024
AI server boom stokes demand for high-wattage lithium BBUs
The increasing power consumption of AI servers is driving up demand for lithium backup battery units (BBUs), and the ever-higher wattages required are expected to raise the average...
Tuesday 30 July 2024
Nidec shifts focus to AI server liquid cooling amidst EV market challenges
Japan-based Nidec is pivoting its focus from Electric Vehicle (EV) drive systems to AI server liquid cooling systems as the Chinese EV market is experiencing intense price competition...