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NEWS TAGGED DEMAND
Monday 11 March 2024
Drastic NAND price hikes could dampen demand, says Phison CEO
While the price increase caused by NAND production cuts is not a good thing, it is an encouraging development for NAND flash chip makers to regain profitability and build new fabs,...
Monday 11 March 2024
Taiwan wind maker Yen Sun is a big fan of high-end computer cooling opportunities
Fan maker Yen Sun thinks growth lies in high-end computer cooling.
Friday 8 March 2024
Taiwan LED makers see shipment pull-ins pick up
The demand for LED products is gradually warming up following a period of inventory adjustments in the market. While LED companies experienced a general decline in revenue for February...
Thursday 7 March 2024
AI server demand to drive 2024 foundry market growth, says DIGITIMES Research
As a result of a prolonged inventory adjustment in the electronics sector and slower economic development in 2023 compared to 2022, DIGITIMES Research forecasts that the global wafer...
Thursday 7 March 2024
Backend houses gearing up for AI chip boom
The arrival of the Artificial Intelligence (AI) age has underscored the increasing importance of semiconductor packaging and testing, with makers stepping up efforts to expand advanced...
Wednesday 6 March 2024
Taiwan's job market booms with AI amid historic labor shortage
Following the Chinese New Year, Taiwan is experiencing a job-hopping wave that coincides with the largest labor shortage in history. Data from 104 Job Bank revealed a staggering 1.078...
Wednesday 6 March 2024
KYEC upbeat about AI, HPC chip demand
According to King Yuan Electronics (KYEC), the IC testing specialist is bullish about the AI and HPC chip market. The company anticipates an increase in testing volume in the second...
Wednesday 6 March 2024
Mitsubishi Electric says banzai to SiC semiconductors, strengthens market leadership
In 2023, Japan's Mitsubishi Electric announced a new investment in SiC power semiconductors.
Wednesday 6 March 2024
Touch module maker TPK to focus on expanding into new businesses
Amid the yet-to-recover PC market, Taiwan-based touch module maker TPK experienced on-year declines in multiple indexes in 2023. TPK has outlined its strategy for 2024 as "focusing...
Tuesday 5 March 2024
Taiwan CIS earnings calls show light at the end of the tunnel
Earning calls from Taiwan's CIS supply chain promise an uptick in demand in 2024.
Tuesday 5 March 2024
Samsung and SK Hynix restart equipment investment as DRAM demand returns
The DRAM market demand is picking up, and Samsung Electronics and SK Hynix, which previously adopted a production reduction strategy, have recently shown signs of resuming equipment...
Tuesday 5 March 2024
GenAI drives HBM memory demand
Generative AI has stimulated demand for High Bandwidth Memory (HBM), driving Taiwanese memory chipmakers to seize a share of the AI business opportunity.
Tuesday 5 March 2024
Chinese semiconductor market remains oversupplied
China's semiconductor market is being hit by a host of problems, such as overcapacity, with a bumpy ride likely lying ahead throughout 2024, according to industry sources.
Tuesday 5 March 2024
AI smartphones unlikely to gain significant traction for another 2-3 years
The launch of Samsung Electronics' Galaxy S24 series of flagship AI-capable smartphones has prompted many other companies to follow suit, making 2024 the first year of AI mobile phone...
Monday 4 March 2024
Huawei expands data centers overseas, driven by AI demand
After providing cloud services in Egypt, Huawei is also set to build its first artificial intelligence (AI) cloud computing center in Hong Kong. Cloud services have already contributed...