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Friday 17 May 2024
Notebook shipments to pick up gradually in 2H24
Notebook shipments are expected to see a gradual pick-up starting in the third quarter of 2024, with the highly anticipated replacement demand driven by the arrival of AI PCs, according...
Thursday 16 May 2024
Nan Pao enters electronics industry chain with supply of optical clear adhesives
Semiconductors and displays are industries Taiwan excel in, but the entry barrier for optical clear adhesives is high.
Thursday 16 May 2024
Consumer MCU market recovery in different regions vary
Suppliers are expanding their target regions to include India and Southeast Asia as consumer Microcontroller Unit (MCU) markets revive at different rates, according to industry sou...
Wednesday 15 May 2024
PCB industry moves up the ladder as silicon photonics packaging demand grows
As the AI and HPC markets develop, high-performance computing is rapidly growing, driving the demand for high-speed transmission. Naturally, the complexity of chip design has also...
Tuesday 14 May 2024
Foxconn performance misses expectations, to transform Sakai factory into AI data center
Foxconns revenue for the first quarter totaled NT$1.32 trillion (US$40.73 billion), a decline of 9.47% compared to the same period last year. This figure also missed Bloomberg's estimates...
Tuesday 14 May 2024
Semiconductor materials orders driven by advanced processes, packaging demand
Semiconductor materials distributors are optimistic about operations in the second quarter of 2024, driven by rising semiconductor capacity and long-term demand for AI and High-Performance...
Tuesday 14 May 2024
Visibility of chip companies 2H24 remains unclear, raising concerns amidst political and economic changes
Although Taiwanese IC design companies generally have a grasp on demand for the second quarter, when it comes to the demand situation for the second half of the year, most manufacturers...
Monday 13 May 2024
HBM demand surge squeezes DDR5 PMIC penetration
Suppliers of Power Management ICs (PMICs) may encounter challenges in bolstering their sales momentum for DDR5 PMICs in the coming years, due mainly to the market penetration of DDR5...
Monday 13 May 2024
Semco accelerates glass substrate production, eyeing high demand in HPC and automotive applications
Samsung Electro-Mechanics (Semco) is reportedly expediting the development of its semiconductor packaging-use Glass Core Substrate (GCS) business by advancing the construction of...
Monday 13 May 2024
TSMC places rush orders for CoWoS-related fab tools to meet global AI demand
The explosive growth in Generative AI (GenAI) business opportunities spurred by ChatGPT drives the demand for hardware and software related to the GenAI supply chain. TSMC, the sole...
Friday 10 May 2024
AI helps TSMC create second-highest monthly revenue in April
TSMC reported consolidated net revenue of over NT$236 billion (US$7.3 billion) in April 2024 while Apple's iPhone deliveries slowed and the company still experiences the aftereffects...
Friday 10 May 2024
SMIC warns of growing chip pricing competition in China
Semiconductor Manufacturing International Corp. expects its average selling price to fall this quarter as chipmakers increase capacity, raising the alarm about growing price competition...
Friday 10 May 2024
Panasonic's battery unit benefits from US subsidy as weak EV demand to impact sales
Panasonic Group reported a record-high net income for the fiscal year ending in March 2024. Its battery business received significant tax credits from the US Inflation Reduction Act...
Friday 10 May 2024
ChipMOS raises capex for high-end DDI backend demand
Backend house ChipMOS Technologies has made upward revisions to its capex for the second half of 2024 in response to strong demand for high-end Display Driver ICs (DDI), according...
Friday 10 May 2024
IntelliEPI secures second-phase defense contract from the US SBIR
Yung-chung Kao, the chairperson of compound semiconductor manufacturer IntelliEPI, expressed that the market for Gallium antimonide (GaSb) wafers is rapidly expanding.