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Wednesday 10 July 2024
Pure-play foundries' recovery rates differ
TSMC's revenue in US dollars for the first half of 2024 is likely to reach a new high compared to prior years, but this does not imply that the global foundry industry has fully recovered,...
Tuesday 9 July 2024
Boeing's turbulence to disrupt Taiwan aerospace supply chain
With Boeing's current struggles and no clear turnaround in sight, Taiwan's aerospace supply chain is increasingly looking to "domestic defense autonomy" as the primary driver for...
Tuesday 9 July 2024
LED industry recovers in 1H24 with quarterly growth
Despite the slow market recovery, the LED industry is gradually recovering in 2024.
Tuesday 9 July 2024
SEMICON Taiwan 2024 to highlight AI as key driver of industry growth
As artificial intelligence (AI) continues to be a major driver of global semiconductor industry growth, SEMICON Taiwan 2024 is set to bring together industry leaders and visionaries...
Tuesday 9 July 2024
DRAM spot prices show promise, signs of stability
DRAM spot prices have stabilized, confirming the optimistic outlook for contract market pricing in the third quarter, according to sources at memory module makers. The previous variations...
Tuesday 9 July 2024
Passive component demand picking up, thanks to market recovery and AI
AI has been a driving force for Taiwan-based companies in relevant supply chains, boosting their profiles on the global stage.
Tuesday 9 July 2024
TSMC may raise sales growth forecast for 2024
TSMC may revise its 2024 sales growth projection in US dollar terms at its upcoming investors conference, according to industry sources. This adjustment is expected in response to...
Monday 8 July 2024
BEV sales to hit 10 million in 2024, says Counterpoint
Battery electric vehicles (BEVs) are set to reach the 10-million milestone in 2024, marking a significant achievement for the global passenger vehicle market, according to Counterpoint...
Monday 8 July 2024
Taiwanese PA chip makers see strong demand from China and US
As the smartphone industry enters its peak shipment season in the second half of 2024, major brands are launching new devices. Taiwan's power amplifier (PA) chip supply chains, including...
Monday 8 July 2024
Upcoming TSMC earnings: AI demand, pricing hikes to draw attention
TSMC's quarterly investors conference is scheduled for July 18, with market attention focused on topics such as AI chip demand, the foundry's expected price increase, and capital...
Monday 8 July 2024
Mixed 618 results in China cloud forecast for Taiwan IC design houses
The recent 618 sales event saw mixed results across different product categories. While smartphones and displays experienced growth, sales of PCs and TVs did not meet expectations.
Friday 5 July 2024
Foxconn's June revenue skyrockets to record quarterly high on AI server boom
Driven by robust market demand for AI server products, Foxconn's (Hon Hai) revenue for June reached NT$490.725 billion (US$15.91 billion).
Friday 5 July 2024
Corporate PPAs key to Asia's renewable energy future
Asia's corporate clean energy market is poised for explosive growth, but significant challenges remain in meeting surging demand. Despite global energy market disruptions, investments...
Friday 5 July 2024
Indian mobile industry seeks lower import duties to boost global competitiveness
Ahead of the upcoming Union Budget 2024-2025, the Indian Cellular & Electronics Association (ICEA) is urging the Indian government to reduce import duties on electronics manufacturing...
Friday 5 July 2024
Tesla reportedly delays investment plan in India amid slowing EV market
Following the cancellation of Tesla CEO Elon Musk's visit to India, reports suggest that the electric vehicle (EV) maker may postpone its potential investment in the country due to...