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Wednesday 25 October 2023
AI to boost terminal device replacement
AI will drive demand for PC, handset, and other terminal device replacements, according to sources at chipmakers.
Friday 20 October 2023
World's biggest battery maker CATL earnings miss as EV sales dip
Contemporary Amperex Technology Co. Ltd., the world's biggest battery maker, posted third-quarter net income and revenue that missed estimates as a slight cooling of demand for electric...
Friday 20 October 2023
TSMC expects growth year in 2024
TSMC expects 2024 to be a "healthy" growth year for the pure-play foundry despite uncertain macro conditions, according to company CEO CC Wei during an earnings conference call on...
Monday 16 October 2023
TSMC expected to uphold performance guidance in upcoming earnings call, defying downward revision
TSMC's anticipated second-half performance during the peak season may not meet expectations. However, market sentiment is shifting towards an optimistic outlook for a rebound in 20...
Tuesday 12 September 2023
MediaTek sees August revenue hit 5-month high
MediaTek has reported August revenue climbed about 33% sequentially to a five-month high of NT$42.26 billion (US$1.32 billion).
Monday 4 September 2023
L40S GPU is key to Nvidia's optimistic earnings forecast
The US$16 billion sales target that Nvidia set for its present quarter (August-October), indicates a nearly 170% increase year-on-year. This is really unusual for Nvidia, which has...
Monday 21 August 2023
TSMC maintains revenue outlook for 2023
In response to recent media reports indicating that TSMC may once again reduce its revenue growth forecast for this year, the pure-play foundry reiterated the guidance provided at...
Wednesday 16 August 2023
Huawei posts over 200% growth in profit in 1H23
According to Huawei's latest earnings report for the first half of 2023, the US-sanctioned telecom equipment giant reported sales of CNY310.9 billion, up 3.1% from a year ago, with...
Thursday 10 August 2023
TSMC, VIS post over 10% sequential revenue increases in July
TSMC and specialty IC foundry Vanguard International Semiconductor (VIS) have reported sequential revenue increases of 13.6% and 14.4%, respectively, in July.
Monday 24 July 2023
With MediaTek's earnings call on the horizon, inventory clearance progress receives attention
MediaTek's earnings call is set to be held on July 28. Recent market news includes TSMC releasing a conservative outlook for the year's second half. Additionally, MediaTek's shareholders'...
Thursday 20 July 2023
TSMC expects 9% revenue increase in 3Q23
TSMC expects to post revenues of between US$16.7 billion and US$17.5 billion in the third quarter of 2023, which is a 9.1% sequential increase at the midpoint. Gross margin and operating...
Tuesday 13 June 2023
VIS sees modest economic recovery but more variables in 2H23
Specialty IC foundry Vanguard International Semiconductor (VIS) anticipates a modest economic recovery in the second half of 2023, but variables such as rising inflation and interest...
Thursday 8 June 2023
SK Hynix begins mass production of 238-layer 4D NAND
SK Hynix has begun mass production of its 238-layer 4D NAND flash memory, and product compatibility testing is presently being conducted with a global smartphone manufacturer, according...
Thursday 11 May 2023
TSMC sees Jan-Apr revenue dip
Through April, TSMC's total 2023 revenue decreased 1% year on year, reversing the year's first three months of increases.
Wednesday 10 May 2023
TSMC increases quarterly dividend
TSMC decided to raise its quarterly dividend to NT$3 (US$0.10) a share, up from NT$2.75 that had been in place since 2021.
Colder Products Company
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research