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Wednesday 24 January 2024
TSMC CoWoS capacity expansion to support AI server sales
A significant ramp-up in CoWoS production capacity at TSMC is anticipated to propel server companies' AI server sales to new heights in 2024, according to industry sources.
Tuesday 23 January 2024
4Q23 PC shipments slip, shipment momentum to return in 1H24
The global PC market ended the fourth quarter of 2023 with a 0.2% year-on-year shipment decrease, according to the latest Counterpoint Research data. This was the eighth consecutive...
Tuesday 23 January 2024
Japan-based semiconductor equipment suppliers thrive with increased demand in China and generative AI
Major Japan-based semiconductor equipment saw their market capitalization more than double in 2023, with other suppliers reporting nearly doubling of their market valuations, highlighting...
Tuesday 23 January 2024
Global server shipments to return to growth in 2024
Global server shipments are expected to rebound in 2024 after a decline in the previous year, according to market sources.
Tuesday 23 January 2024
TDK answers call for thinner smartphones with new battery
Japanese electronic component manufacturer TDK has developed a new battery to cater to the demand for thinner smartphones.
Tuesday 23 January 2024
For Pegatron, lower profit margins may not be drawback
Apple's no. 2 supplier, Pegatron, has faced challenges on multiple fronts, with an oversaturated smartphone market, recent iPhones being criticized for lacking innovation, and increasing...
Tuesday 23 January 2024
Chinese power component makers yet to see demand pick up
Chinese power component manufacturers have raised prices for medium and low-voltage MOSFETs and diodes; however, demand has yet to increase as anticipated, according to industry so...
Tuesday 23 January 2024
TSMC, ASEH gearing up to expand advanced packaging capacity
With TSMC and ASE Holdings (ASEH) gearing up to build additional fab capacities for advanced packaging, relevant supply chain participants are optimistic about growth driven by their...
Friday 19 January 2024
Global EV market grows in 2023 while concerns for soft demand remain
Although the world has experienced an economic downturn and consumer spending decline, data from a South Korean research firm showed that the global EV market kept expanding in 2023...
Friday 19 January 2024
Demand ebb sees SK Hynix slash CIS production
A demand downturn has made SK Hynix reduce the production of CMOS image sensors (CIS) and prioritize High Bandwidth Memory (HBM) business in the short term.
Friday 19 January 2024
Wah Lee sees strong materials demand for advanced packaging, AI
Materials distributor Wah Lee Industrial is upbeat about demand supporting advanced chip manufacturing and AI applications.
Friday 19 January 2024
TSMC to see revenue increase 21-25% in 2024
Taiwan Semiconductor Manufacturing Company (TSMC) expects its revenue in US dollars to increase 21-25% this year, exceeding the foundry market average of 20%.
Friday 19 January 2024
Backend houses bullish about advanced packaging demand
Long-term prospects are bright for advanced packaging technology, thanks to robust demand for AI and HPC chips, according to sources at backend houses.
Thursday 18 January 2024
Global wind market surge: steel demand expected to double by 2030
Steel is a critical raw material for the wind industry. While steel makes up a quarter of the materials needed for onshore wind per MW, it jumps to a staggering 90% for offshore installations,...
Thursday 18 January 2024
Advanced packaging continues to boost high-end material demand
According to sources at IC packaging material distributors, advanced packaging and heterogeneous integration are driving demand for high-end materials.