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Thursday 25 July 2024
LCD TV panel makers face challenges amid market shifts
Major LCD TV panel makers experienced mixed business results in the first half of 2024. While shipments increased in terms of panel area due to the growing popularity of larger screens,...
Thursday 25 July 2024
Slowing demand, policy changes limit EV adoption
Disappointing demand growth, uncertainties surrounding the upcoming US presidential election, and government policy changes have slowed the adoption of electric vehicles (EV), according...
Thursday 25 July 2024
Rising memory prices, AI demand boost SK Hynix 2Q24 sales and profit
SK Hynix has reported revenue hit an all-time high of KRW16.42 trillion (US$11.8 billion) in the second quarter of 2024, when operating profits topped KRW5 trillion for the first...
Thursday 25 July 2024
How smartphone panels using two different technologies face different fates
Smartphones are increasingly using AMOLED panels and in the first quarter of 2024, the overall shipment volume of AMOLED panels surpassed TFT LCD panels for the first time, making...
Thursday 25 July 2024
Weakening Japanese yen increases pressure on Taiwan ABF substrate suppliers
The Japanese yen's depreciation will provide Japan-based ABF substrate companies with an additional advantage over their Taiwanese counterparts, in addition to technology leadership,...
Thursday 25 July 2024
Chinese MCU firms shift focus to automotive, household appliances
While consumer electronics demand is experiencing a sluggish recovery, major Chinese MCU suppliers have redirected their attention to automotive and white household appliances, according...
Thursday 25 July 2024
CSPs stay keen on deploying AI data centers
The strong growth momentum in cloud service providers' (CSPs) AI server investments is set to continue since the risk of under-investment still far outweighs over-investment, said...
Wednesday 24 July 2024
IC packaging will be more important than foundry, says YMTC chairman
Chen Nanxiang, chairman of Chinese memory company Yangtze Memory Technology Corp (YMTC), recently said during an interview with China Global Television Network (CGTN) that he expects...
Wednesday 24 July 2024
Acer COO voices optimism about AI PCs
AI PCs are not just a passing trend, according to Acer COO Jerry Kao. He believes that AI will drive PC purchases among consumers who weren't previously considering an upgrade, as...
Wednesday 24 July 2024
Poor results from NXP raise doubt on 2H24 car chip demand
Disappointing results from NXP Semiconductors in its latest financial report may indicate that car manufacturers are becoming more conservative and the development of battery electric...
Wednesday 24 July 2024
Uncertainty arises over 3Q24 consumer chip replenishment momentum
Although initial demand for HPC and AI smartphone chips is expected to remain strong as the traditional peak season approaches, recent observations indicate potentially lower-than-expected...
Wednesday 24 July 2024
Outlook for Taiwan export orders optimistic
The prime season for the stocking of new products is rapidly approaching, and the outlook for Taiwan's export orders is optimistic, market sources believe.
Wednesday 24 July 2024
Samsung HBM3 and HBM3E still pending Nvidia quality tests
Korean media reports said Samsung Electronics's 4-generation high bandwidth memory product (HBM3) has been validated and has started mass production. However, industry sources only...
Wednesday 24 July 2024
NXP doubts Tier-1 auto customer inventory policies, details new JV with VIS
NXP reported that its performance was affected by its customers' inventory management practices. Despite this, the company expressed strong confidence in its joint venture with Taiwan-based...
Wednesday 24 July 2024
TI results offer hope amid 300mm capacity expansion for enhanced resilience
Texas Instruments (TI) provided financial guidance that is slightly lower than expectations. The company's capital expenditure (Capex) plan is progressing smoothly, indicating significant...