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Thursday 1 August 2024
AI drives record licensing revenue for Arm; 2025 guidance remains unchanged amid end-market uncertainties
Fueled by rising AI-driven demand for energy-efficient chips, Arm reported a 70% increase in its license revenue. Although royalty revenue from smartphones grew by 50%, the results...
Wednesday 24 July 2024
TI results offer hope amid 300mm capacity expansion for enhanced resilience
Texas Instruments (TI) provided financial guidance that is slightly lower than expectations. The company's capital expenditure (Capex) plan is progressing smoothly, indicating significant...
Wednesday 24 July 2024
TSMC sees spike in SHR orders from China
TSMC has witnessed an increase in orders from Chinese customers seeking super hot runs (SHR), for which they are willing to pay a 40% premium, according to industry sources.
Thursday 18 July 2024
TSMC expects around 10% revenue growth in 3Q24
TSMC announced that revenue and margins exceeded guidance in the second quarter of 2024, and it expects revenue for the third quarter to increase 9.5% sequentially at the midpoint.
Wednesday 10 July 2024
Silicon Motion expects 2Q24 sales to beat guidance
Silicon Motion Technology, a manufacturer of NAND flash controllers for solid-state storage devices, has announced that based on preliminary second-quarter financial results, sequential...
Wednesday 10 July 2024
TSMC records 30% YoY growth in sales, Q2 revenue exceeding guidance
TSMC recorded its financial performance in line with market expectations, with consolidated revenue in June at NT$207.869 billion, down 9.5% month-on-month but up 32.9% compared to...
Wednesday 8 May 2024
GlobalFoundries results top guidance, anticipating sluggish demands to remain in 2024
Despite decreased sales and profit, GlobalFoundries' latest financial results surpassed expectations thanks to inventory destocking. The company expects a sluggish or slower-than-expected...
Monday 6 May 2024
Silicon Motion raises sales guidance for 2024
Silicon Motion Technology, a NAND flash device controller specialist, has boosted its revenue forecast for this year after reporting a stronger-than-expected first quarter.
Friday 26 April 2024
Intel 2Q24 guidance disappoints, Gaudi 3 sales expected to reach US$500 million in 2024
Intel's recent financial report revealed a modest increase in revenue, but a loss for the first quarter of 2024, while the existing quarter's guidance is also disappointing. However,...
Thursday 25 April 2024
UMC sees 1Q24 results meet guidance
Pure-play foundry United Microelectronics (UMC) saw its first-quarter wafer shipments and ASPs come in line with previously announced estimates, with wafer shipments up 4.5% quarter...
Wednesday 10 April 2024
TSMC sees 1Q24 revenue top guidance
TSMC has announced revenue of NT$592.64 billion (US$18.5 billion) for the first quarter of 2024, down 5.3% sequentially but up 16.5% year-on-year.
Thursday 8 February 2024
Arm posted strong results and guidance, indicating recovery in chip demand
Arm released upbeat financial results based on signs of recovery in the smartphone market and increasing penetration of Arm-based chips in the server market that has benefitted from...
Wednesday 31 January 2024
China approaches automotive chip autonomy with domestic standards guidance
The Chinese Ministry of Industry and Information Technology (MIIT) recently issued the new Guidelines for the Construction of the National Automotive Chip Standard System.
Friday 26 January 2024
Intel provides weak guidance, boasts advancements in foundry business
Intel gave a tepid outlook for the current quarter due to weak performance for its programmable chip unit and Mobileye business. Intel reported surging sales for its Intel Foundry...
Wednesday 24 January 2024
Texas Instruments posts disappointing guidance, signaling weakness in chip industry
Amid sluggish demands across the board, Texas Instruments reported declining performance over the past quarter and provided weak financial guidance for the next period, signaling...
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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