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Monday 12 June 2023
MediaTek to see 2Q23 revenue meet guidance
Market observers predict that MediaTek's second-quarter revenue will fall within its guidance range of NT$91.8 billion (US$3 billion) to NT$99.5 billion, based on the company's combined...
Friday 9 June 2023
TSMC sees May revenue hit 4-month high
TSMC has reported revenue increased 19.4% sequentially to a four-month high of NT$176.54 billion (US$5.74 billion) in May 2023.
Wednesday 26 April 2023
GM raises 2023 guidance, adding Samsung SDI as battery partner
General Motors is expecting a strong 2023. It raised its whole-year guidance on April 25 after finishing the first quarter with US$3.8 billion of adjusted EBIT. In addition, the automaker...
Tuesday 25 April 2023
Tougher conditions for US CHIPS Act may discourage Taiwan, Korea chipmakers from investing
The details of the US CHIPS and Science Act (also known as the CHIPS Act) subsidies, which aims to rebuild the country's local semiconductor supply chain, have been released, but...
Thursday 20 April 2023
TSMC sees another revenue drop in 2Q23
TSMC expects its second-quarter revenue in US dollar terms to register a sequential decline of 6.7% at the midpoint, with gross margin and operating margin estimated at 52–54%...
Thursday 20 April 2023
Lam Research offers weak guidance for June quarter, optimistic about China market despite export ban
Due to the downturn in the memory industry and the US export ban on semiconductor equipment against China, Lam Research provided weak guidance for the current quarter but expects...
Wednesday 19 April 2023
ASML 1Q23 net sales exceed guidance; US market grows in importance
ASML has published its 2023 first-quarter results on April 19.
Tuesday 11 April 2023
Novatek 1Q23 revenue beats guidance
Display driver IC (DDI) specialist Novatek Microelectronics has reported revenue increased 7.3% sequentially to NT$24.05 billion (US$789.3 million) in the first quarter of 2023, which...
Tuesday 11 April 2023
MediaTek sees 1Q23 revenue fall within guidance
IC design house MediaTek has reported revenue of NT$95.65 billion (US$3.14 billion) for the first quarter of 2023, just slightly above the low-end target of the company's guidance...
Tuesday 11 April 2023
UMC 1Q23 sales miss guidance
Both TSMC and United Microelectronics (UMC) missed first-quarter revenue targets set in January.
Monday 10 April 2023
Update: TSMC 1Q23 sales fail to meet guidance as a result of order cuts by major customers
Update: Market upservers and TSMC both attribute the company's lower-than-expected first-quarter revenue to currency exchange fluctuations. TSMC's revenue in US dollar terms actually...
Friday 7 April 2023
New US battery guidance will likely reduce tax credits for EVs
The US Treasury Department released the Critical Minerals and Battery Components Requirements last week, specifying rules about sourcing battery materials locally. Several automotive...
Wednesday 29 March 2023
Micron sees fiscal 2Q23 revenue fall within guidance, improvement in customer inventory
Micron Technology's revenue fell 53% year on year to US$3.69 billion in the fiscal second quarter that ended on March 2, 2023, coming within the company's guidance range. The memory...
Monday 13 March 2023
MediaTek to see 1Q23 revenue come within guidance
MediaTek should be able to see its first-quarter revenue meet the low-end target of the company's guidance given in early February, according to Luke Lin, senior analyst of DIGITIMES...
Thursday 9 March 2023
Are TSMC's guidance figures up to par?
At each quarterly earnings call, the Taiwan Semiconductor Manufacturing Company (TSMC), apart from informing eager anticipants the resulting financial turnouts of the previous quarter,...
Holtek
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