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Friday 5 July 2024
Foxconn's June revenue skyrockets to record quarterly high on AI server boom
Driven by robust market demand for AI server products, Foxconn's (Hon Hai) revenue for June reached NT$490.725 billion (US$15.91 billion).
Friday 5 July 2024
SK Hynix converts part of M10 production lines to produce HBM products
SK Hynix is reportedly converting part of its production line at its Icheon semiconductor plant in South Korea to manufacture high bandwidth memory (HBM) in response to rapidly increasing...
Friday 5 July 2024
Corporate PPAs key to Asia's renewable energy future
Asia's corporate clean energy market is poised for explosive growth, but significant challenges remain in meeting surging demand. Despite global energy market disruptions, investments...
Friday 5 July 2024
AI applications to drive CCL demand in 2H24
Taiwan-based copper clad laminate (CCL) makers Elite Material, Iteq, and Taiwan Union Technology (TUC) are poised for a robust second half of the year, driven by growing demand for...
Friday 5 July 2024
Carbon credit revolution: Taiwan's new trading platform set to shake up industry in October
The domestic carbon credit trading regulations in Taiwan are set to be implemented on August 15. According to Jian-Zhong Tian, President of Taiwan Carbon Solution Exchange, the domestic...
Friday 5 July 2024
Micron reaffirms full order book for HBM through 2025
A Micron senior executive said the company is expected to see full capacity through 2025 thanks to AI and Micron will keep up good management to ensure supply-demand balance amid...
Friday 5 July 2024
Equipment manufacturers resume discussions on FOPLP with TSMC as the lead
As Apple prepares to launch its first AI smartphone in September, the third quarter is expected to see a surge in stocking demand. This has not only pushed TSMC's market value to...
Friday 5 July 2024
Apple said to increase A18 pull-in due to rising demand for iPhone 16
Apple has reportedly increased production orders for its new A18 processor following the debut of Apple Intelligence at the 2024 Worldwide Developers Conference (WWDC24). This move...
Thursday 4 July 2024
Prices for commodity DRAM and NAND chips stall as demand recovery lags
The prices for general-purpose DRAM and NAND flash chips have remained flat for four consecutive months, suggesting a slower-than-expected pace of demand recovery.
Thursday 4 July 2024
AI PCs and server demand set to drive supply chain recovery in late 2024
The depletion of supply chain inventory, originally expected by late 2023, has been delayed to the first half of 2024 due to weak end-market consumption. However, the upcoming launch...
Thursday 4 July 2024
China's 618 monitor sales perform well, boosting the strength of panel orders
This year, TV and NB sales, which are two of the three major panel applications in the market, faced recessions during their 618 promotions.
Thursday 4 July 2024
Speculation arises about Apple developing cloud AI chips
As Apple touts its emphasis on privacy in cloud computing for its upcoming Apple Intelligence, market watchers expect a surge in demand for cloud AI chips since Apple will need to...
Wednesday 3 July 2024
Advantest ramps up investments to capitalize on AI opportunity
Due to rapid AI advancement and the increasing complexity of semiconductor chips, Advantest anticipates a growing demand for semiconductor testing equipment and intends to capitalize...
Wednesday 3 July 2024
Global demand's 18x growth for semiconductor talent outpaces Taiwan's supply: Burn-Jeng Lin
Despite increasing numbers of graduates from electrical engineering, electronics, and optoelectronics programs trained by six universities joining the industry, Taiwan still faces...
Wednesday 3 July 2024
TSMC optimistic about massive AI demand in Japan; introduces 3nm process to automotive chips
At the TSMC 2024 Japan Technology Symposium held on June 28, besides discussing the previously announced A16 chip technology, TSMC also revealed that it achieved revenue growth in...