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Wednesday 16 October 2024
CMI bets on high-speed FPC tech, plans Thailand expansion for 2H25
CMI, the leading flexible printed circuit (FPC) board manufacturer, held its earnings call on October 15. Ming-Feng Cheng, CMI's spokesperson, announced that future product development...
Wednesday 16 October 2024
Largan reportedly to address iPhone 16 shipment concerns at October 17 earnings call
As the second wave of iPhone 16 shipments begins, supply chain sources report that sales have underperformed. Apple's 2024 strategy centered on Apple Intelligence, but key features...
Tuesday 8 October 2024
Samsung reports weaker-than-expected 3Q24 operating profit; lags in HBM supply for Nvidia
Samsung Electronics has reported a weaker-than-expected operating profit for the third quarter of 2024, with experts attributing this shortfall to the company's lagging position in...
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...
Wednesday 4 September 2024
Taiwanese manufacturers gain ground with Nvidia's move to liquid cooling
Nvidia's announcement that its Blackwell series will enter mass production in the fourth quarter signals a shift toward a new era in server cooling, transitioning from traditional...
Friday 30 August 2024
Timely Blackwell shipments ease HBM supplier concerns
After Nvidia confirmed the on-schedule shipment of its latest Blackwell GPUs, high-bandwidth memory (HBM) providers, including SK Hynix and Samsung Electronics, expressed relief as...
Friday 23 August 2024
Key Ware forecasts strong recovery in 2H24 amid PCB supply chain shift to Thailand
Key Ware, a leading manufacturer of PCB drilling equipment, anticipates a strong turnaround in the second half of 2024, driven by increasing demand in Artificial Intelligence (AI),...
Thursday 22 August 2024
Capacitor maker Apaq to expand factory site Malaysia
Apaq Technology, a specialist in solid electrolytic capacitors, has acquired land adjacent to its existing plant in Malaysia for a second phase expansion, with construction expected...
Tuesday 20 August 2024
AMD's buyout of ZT Systems opens new doors for Inventec
AMD has announced its acquisition of server hardware firm ZT System (ZT), with...
Monday 19 August 2024
Intel's 18A under fire: struggling yields, skepticism, and a race against TSMC
Intel has been attempting to shift the narrative to a more positive light following the company's "gruesome" series of trainwrecks that saw a disappointing second-quarter 2024 earnings...
Friday 16 August 2024
Applied Materials upbeat despite Intel's capex cuts; expects strong Chinese demand for packaging and testing despite lower sales contribution
On August 15, Applied Materials held an earnings call, noting that Intel's planned reduction in capital expenditures is expected to have minimal impact on the company. Applied Materials...
Thursday 15 August 2024
Foxconn discusses progress of 3+3 strategy, anticipates returns on semiconductor investments by late 2024
Foxconn held an earnings call on August 14, where it discussed the progress of its 3+3 development strategy.
Wednesday 14 August 2024
Utechzone reports surging profit as foray into advanced packaging pays off
Taiwan-based chip inspection supplier Utechzone has reported substantial growth in earnings, thanks to its successful expansion into the advanced packaging equipment market. The company's...
Wednesday 14 August 2024
EV market outlook optimistic despite short-term fluctuations
The slowdown in the global EV market has affected many companies that have previously benefitted from EV trends. As an example, during its recent earnings call, Delta Electronics...
Tuesday 13 August 2024
Flexium anticipates profitable transformation by 2025 amid stable Q3 operations
Flexium, Taiwan's leading flexible printed circuit (FPC) company, held an earnings call on August 12, highlighting its strategic transformation towards high-frequency transmission...