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Thursday 12 September 2024
PlayNitride sees growth in 2H24 with rising capacity and utilization rates
As Micro LED applications gain traction, PlayNitride is set for robust growth in the latter half of 2024. August marked a milestone with a record revenue of NT$184 million (US$5.89...
Thursday 12 September 2024
Shin-Etsu Chemical unveils 12-inch QST substrate, advancing GaN power device production
Shin-Etsu Chemical has announced the successful development of a 12-inch quasi-sapphire template (QST) epitaxial substrate, further expanding its range of solutions for gallium nitride...
Thursday 12 September 2024
IC distributor GMI warns of still-high inventory in China
IC distributor GMI Technology has cautioned about persistently high inventory levels in China. Still, it remains optimistic about semiconductor demand in communications, AI, and automotive...
Thursday 12 September 2024
AI data centers to accelerate SiC growth
The power conversion demands and power density requirements of data centers are constantly increasing, with materials such as wide-bandgap (WBG) semiconductors like silicon carbide...
Thursday 12 September 2024
IC design houses brace for weak 4Q24 demand, pin hopes on 2025 recovery
As the traditional year-end peak season approaches, the usual surge in chip demand will clearly not materialize this year, aligning with earlier predictions in the industry. With...
Thursday 12 September 2024
SEMICON India 2024 surpasses previous scales as global interest grows; NXP to double R&D efforts in India
India is hosting SEMICON India 2024 from September 11-13, with this year's event surpassing the scale of previous editions, driven by growing global interest in the country's expanding...
Wednesday 11 September 2024
Panel makers pivot to chip packaging as consumer electronics stall
With the consumer electronics market approaching saturation, panel manufacturers from Taiwan and China are seeking new avenues for growth. Firms like BOE and Innolux are shifting...
Wednesday 11 September 2024
Taiwan's trade surplus with US hits record high on AI server export surge
Taiwan's trade surplus with the US reached an all-time high of US$42.26 billion in the first eight months of 2024, surpassing the US$35.6 billion total for all of 2023. This significant...
Wednesday 11 September 2024
Apple Intelligence expects to drive revenue growth; research firm predicts AI smartphone shipment to triple in 2024
Benefiting from the sales of hardware products like the iPhone, along with record-setting performances from its services business, Apple is expected to surpass US$400 billion in total...
Wednesday 11 September 2024
MediaTek anticipates revenue boost from Dimensity 9400 after weak peak season sales
MediaTek reported subdued sales growth during the typically strong peak season. The company is now relying on the Dimensity 9400 to boost its annual revenue.
Wednesday 11 September 2024
Indian PM reaffirms commitment to semiconductor development ahead of SEMICON India 2024
A day before SEMICON India 2024, Indian Prime Minister Narendra Modi reaffirmed his commitment to supporting semiconductor development and attracting investments to help build a resilient...
Tuesday 10 September 2024
Global smartphones, 2Q 2024

Introduction

Tuesday 10 September 2024
TSMC on track for 3Q24 sales forecast
TSMC reported that August revenue decreased by 2.4% sequentially, but increased by 33% year-on-year. This would allow the pure-play foundry to meet its sales forecast for the third...
Tuesday 10 September 2024
HPC and AI server demand fuels strong growth for connectivity solutions in 2H24
Despite AI servers gaining traction among component suppliers and system assemblers, traditional high-performance computing (HPC) applications continue to be in high demand, according...
Tuesday 10 September 2024
Pegatron chairman downplays AI energy concerns, predicts efficient innovations
While many in the industry view energy consumption as a major hurdle for AI development, Pegatron chairman T.H. Tung recently suggested that the current emphasis on AI or AI chip...