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NEWS TAGGED DEMAND
Thursday 23 May 2024
Global foundry industry recovers slowly with 5% sequential drop in 1Q24
The global foundry industry's revenue declined about 5% sequentially but grew 12% year-on-year in the first quarter of 2024, according to Counterpoint Research.
Thursday 23 May 2024
Adata expects another record gross margin in 2Q24
Gains from low-cost inventory will continue to boost Adata Technology's gross margin in the second quarter, which is expected to reach another record high, according to the memory...
Thursday 23 May 2024
EIH dictates e-paper pricing, to focus on penetration rate
E Ink Holdings, a major e-paper manufacturer, is nearing the end of its inventory clearance phase. Chairman Johnson Lee stated that the inventory of modules is expected to be nearly...
Thursday 23 May 2024
TSMC-backed VisEra cautiously optimistic about 2024, with Longtan plant to reach full capacity in 3Q24
Optical film packaging and CMOS image sensor (CIS) back-end manufacturer VisEra held its shareholder meeting and board of directors election on May 22.
Thursday 23 May 2024
Major Chinese CCL firm raises prices
China-based CCL maker Kingboard Laminates has notified customers of immediate price hikes to reflect growing raw materials costs, according to industry sources.
Thursday 23 May 2024
Nvidia keeps explosive momentum, struggles to meet soaring demand
Nvidia reported explosive growth and anticipates continued momentum in its Data Center sector as Generative AI (GenAI) gains popularity. However, the company warned of a supply crunch...
Wednesday 22 May 2024
PSMC expects gradual recovery in 2H24
Pure-play foundry Powerchip Semiconductor Manufacturing (PSMC) anticipates a steady rebound in its operations in the second half of 2024, with an emphasis on the demand for power...
Wednesday 22 May 2024
Taiwan mobile phone unit sales remain sluggish
Smartphone unit sales in Taiwan remained sluggish in April, despite the arrival of new AI-capable devices, according to local channel distributors.
Tuesday 21 May 2024
Demand divided for smartphone specs in 2024; flagship models to stand out
AI-driven growth will propel flagship mobile phones to a singular position in 2024, despite a fragmented demand for mobile phone specifications, according to market sources.
Tuesday 21 May 2024
Lead times for Nvidia chips shortened
Delivery lead times for Nvidia's AI chips have been greatly reduced, but demand remains high, according to industry sources.
Monday 20 May 2024
Will EV demand rebound in 2025?
Demand for battery EVs has faced challenges since the second half of 2023. Sales volume has sagged this year, especially in Europe and the US, the world's second and third-largest...
Friday 17 May 2024
AOI demand increases as TRI expands China and Southeast Asia markets
Due to the increasing competitiveness of end-use products, industries from semiconductors, electronic components to assembly plants, have faced challenges in improving yield rates...
Friday 17 May 2024
IEIT, FII enjoy robust AI server demand in China
Robust AI server demand in China boosted the sales performance of Inspur Electronic Information Industry Systems (IEIT) and Foxconn Industrial Internet (FII) in the first quarter...
Friday 17 May 2024
China chip demand is rebounding, but 2H24 outlook remains opaque
Orders from China's semiconductor firms may be turning strong.
Friday 17 May 2024
Topco sees strong orders from Chinese foundries
Topco Scientific, a Taiwan-based semiconductor material distributor, has seen a significant increase in orders from Chinese foundries whose 12-inch fab utilization rates have risen...