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Wednesday 2 October 2024
Enterprise SSD demand boosts NAND process development
The demand for enterprise-level solid-state drives (SSDs) has surged, resulting in price increases as cloud computing service providers (CSPs) actively raise capital expenditures,...
Wednesday 2 October 2024
Passive component makers seize AI opportunities and join Nvidia GB200 supply chain
As the fourth quarter approaches, Nvidia's GB200 is emerging as a key focus in the passive components industry. Companies are increasingly targeting the growth potential fueled by...
Wednesday 2 October 2024
Global automotive semiconductor demand shows regional disparities
The automotive supply chain has been divided into two camps in recent years: the West, encompassing Europe and the US, and China. While near-term demand projections remain uncertain,...
Wednesday 2 October 2024
Taiwan's IC design houses expect slow 4Q24, hope for 2025 rebound
Taiwan's IC design houses are anticipating a sluggish fourth quarter in 2024 but remain hopeful for a rebound in 2025, driven by increased demand in sectors such as PCs, network communications,...
Wednesday 2 October 2024
Supply chain cautious about auto market outlook for 4Q24
Industry sources anticipate that the automotive sector will stay stagnant in the fourth quarter of 2024 and remain cautious about prospects in the face of unfavorable macro develop...
Tuesday 1 October 2024
Win Win Precision leverages semiconductor expertise for high-end solar solutions
Win Win Precision Technology (WWPT) observes increasing demand for green energy, with solar power emerging as the most cost-effective renewable solution. The fishery-solar symbiosis...
Tuesday 1 October 2024
SiPh and glass substrates seen as new areas of focus for TSMC and Nvidia
The next technologies tasked with breaking through the bottleneck of Moore's Law will be silicon photonics (SiPh) and co-packaged optics (CPO). Additionally, TSMC has resumed its...
Tuesday 1 October 2024
Taiwan's CHEM targets US, Japan as global energy demand rises
Chung-Hsin Electric and Machinery Manufacturing (CHEM) is witnessing substantial growth driven by aggressive capacity expansion, having acquired multiple factories to boost production...
Tuesday 1 October 2024
Global 300mm fab equipment spending to hit US$400 billion from 2025 to 2027, says SEMI
Global spending on 300mm fab equipment is expected to reach a record US$400 billion from 2025 to 2027, according to SEMI. The robust spending is being driven by the regionalization...
Tuesday 1 October 2024
Peripheral chips to experience fast growth in 2025 due to AI server demand
Business opportunities for peripheral chips can only advance further when AI servers become more popularized. The industry believes that the first wave of growth may occur in 2025.
Tuesday 1 October 2024
Memory contract price rally to slow in 4Q24
Memory contract prices are expected to continue their rally in the fourth quarter of 2024, albeit at a slower pace, according to market sources.
Tuesday 1 October 2024
Starlux Airlines targets Asia-Pacific hub status as AI boom fuels cargo surge, eyes 2024 October IPO
Starlux Airlines is poised to capitalize on strong global demand in passenger and cargo markets, projecting growth through 2025. The airline, which has been operating for six years,...
Tuesday 1 October 2024
Micron sees explosive AI PC growth, customers stockpile memory inventories
Micron CEO Sanjay Mehrotra recently shared insights into the AI-powered PC market from a memory provider's perspective during the company's latest earnings call. He highlighted the...
Tuesday 1 October 2024
MCU firms cautious about 4Q24 prospects
Taiwan-based MCU firms generally remain cautious about their sales prospects for the fourth quarter of 2024, primarily due to the slow recovery in demand in China, according to industry...
Tuesday 1 October 2024
China enacts subsidies to stimulate TV demand
The subsidy program implemented by the Chinese government to encourage domestic consumers to replace old TVs with new ones is anticipated to stimulate overall TV demand in the fourth...