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Tuesday 13 August 2024
Robust AI server sales buoy Wistron 2Q24 results
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
Tuesday 13 August 2024
Elan reports strong Q2 results, anticipates growth in notebook touchscreen chip sales
Leading touch microcontroller maker Elan Microelectronics posted stellar results for the second quarter of 2024, with high-margin touchscreen chips leading the charge as the company...
Tuesday 13 August 2024
AI server manufacturers' gross margins vary by business model
As major AI server makers release their latest financial reports, gross margins have become a key metric for investors. Supermicro saw a sharp decline in market value after it reported...
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...
Monday 12 August 2024
PCB firm Compeq enjoys ramp-up in orders for LEO satellites
Compeq Manufacturing is one of the Taiwan-based PCB manufacturers aiming to prioritize low Earth orbit (LEO) satellite and AI server applications in 2024. Compeq, which has a long...
Monday 12 August 2024
AI servers boost Inventec, Wistron July sales
Robust AI server demand boosted sales performance for ODMs including Inventec and Wistron in July 2024.
Friday 9 August 2024
Taiwan memory chipmakers post mixed July sales
DRAM chipmaker Nanya Technology and Winbond Electronics, a maker of specialty DRAM and flash memory, both saw their July revenue decrease by 18.4% and nearly 4%, respectively, compared...
Friday 9 August 2024
Heat spreader manufacturer Jentech unfazed by Blackwell delay
With AI server demand remaining strong, heat spreader makers see little impact from the delayed Blackwell release.
Friday 9 August 2024
SMIC's profit plummets amid fierce competition in China, despite record utilization rate
China-based pure-play foundry Semiconductor Manufacturing International Corporation (SMIC) reported a decline in profit despite growing revenue by more than 20% amid intense competition...
Wednesday 7 August 2024
Novatek forecasts Q3 growth amid iPhone demand, warns of looming geopolitical uncertainties
Novatek Microelectronics anticipates increased revenue in the third quarter, driven primarily by growing smartphone demand, particularly for iPhones. However, the electronics industry...
Wednesday 7 August 2024
AP Memory sees revenue, gross margin improve in 2Q24
AP Memory Technology, which specializes in customized IoT RAM and other DRAM memory, saw its revenue and gross margin rebound in the second quarter of 2024, thanks to increased demand...
Wednesday 7 August 2024
WT Micro sees inventory correction for automotive, industrial ICs persist
IC distributor WT Microelectronics (WT Micro) expects inventory adjustments for automotive and industrial ICs to persist through the end of this year, with more room for growth once...
Tuesday 6 August 2024
TSMC to raise quotes for 5nm, 3nm process manufacturing in 2025
TSMC has notified clients of a 3-8% price increase for its 5nm and 3nm process manufacturing in 2025 to reflect escalating costs, according to sources at IC design houses.
Thursday 1 August 2024
UMC expects sales growth in 3Q24 along with increased fab utilization
Pure-play foundry United Microelectronics (UMC) expects to post a mid-single-digit sequential increase in wafer shipments with about flat growth in ASPs in the third quarter of 2024,...
Wednesday 31 July 2024
MCU firm Holtek sees flat revenue, margin in 3Q24
Recognizing the persisting headwinds in the current MCU market conditions, Holtek Semiconductor expects flat sequential revenue and gross margin growth in the third quarter of 2024...