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NEWS TAGGED INVENTORY
Wednesday 26 March 2025
IC distributors upbeat about 2025 prospects given end of inventory adjustments for industrial and automotive chips
IC distributors have expressed optimism regarding the semiconductor market outlook for 2025, generally believing that overall circumstances will exceed those of 2024. They anticipate...
Wednesday 26 March 2025
IPC firms optimistic about 2Q25 edge device opportunities
As inventory clearance gradually comes to an end, coupled with the rise of edge markets associated with artificial intelligence (AI) applications, industrial PC (IPC) vendors generally...
Tuesday 25 March 2025
Memory contract prices to rise
According to industry sources, all major memory chipmakers aim to boost their quotes for the second quarter of 2025, resulting in a change towards a more bullish market attitude.
Tuesday 25 March 2025
Panel industry braces for potential 2Q25 slowdown
The panel industry is monitoring developments closely, as recent improvements in demand have raised concerns about a possible slowdown or even a reversal in market trends starting...
Tuesday 25 March 2025
Taiwan foundry revenues to go down in 1Q25 before rebound in 2Q25; mature nodes to face price competition from China, says DIGITIMES
The combined revenue of Taiwan's major wafer foundry houses is anticipated to hit US$27.71 billion in the first quarter of 2025, a sequential decline of 5.8%. However, as AI/HPC chip...
Friday 21 March 2025
Taiwan IPC industry and influence of US tariffs

Introduction

Wednesday 19 March 2025
Memory prices to hit bottom and rebound, says Adata
The memory market is improving, with memory module manufacturer Adata Technology indicating that spot market prices have started to rise. Contract prices are expected to reach their...
Tuesday 18 March 2025
IC design houses not worried about 2Q25 market reversal due to low PC chip inventories
A particularly strong first quarter has raised concerns about the probable negative impact on the IC design sector due to demand reversal caused by inventory clearance in the second...
Thursday 13 March 2025
NAND supply to fall short in 2H25, says Kioxia
Despite the relatively stagnant demand for mobile phones and PCs in the first half of 2025, Kioxia, the leader in NAND flash, anticipates that overall NAND shipments in 2025 will...
Wednesday 12 March 2025
Adata achieves record-high profitability in 2024
Taiwanese memory module maker Adata Technology achieved record profitability in 2024, with all four major profit indicators reaching record highs, including gross margin, operating...
Wednesday 12 March 2025
Taiwan's auto parts sector kicks off 1Q strong, breaking seasonal slump
Taiwan's automotive supply chain has performed well since the start of the year, fueled by strong US market demand and aggressive inventory buildup by automakers and Tier 1 suppliers...
Wednesday 12 March 2025
NAND production cuts impact persist: Phison expects price increases to last until 3Q25
NAND flash controller chip supplier Phison forecasts that the first quarter will be the low point for annual revenue. As manufacturers successfully adjust prices and DeepSeek drives...
Tuesday 11 March 2025
Memory industry eyes rebound amid SanDisk, Adata price hikes
The memory market is showing early signs of recovery, with supply chain conditions stabilizing and manufacturers pushing through price hikes. SanDisk, recently spun off from Western...
Saturday 8 March 2025
Trump tariffs lead notebooks brands to stock up inventory in 4Q24, resulting in shipment drop in 1Q25, says DIGITIMES
In the fourth quarter of 2024, global notebook shipments (excluding detachable models) performed better than expected, decreasing by 1% compared to the previous quarter. In anticipation...
Friday 7 March 2025
Automotive IC demand remains sluggish amid deepening tariff conflicts
Despite a resurgence in demand for various applications, the demand for automotive processors remains flat. Although a few chip companies are still experiencing growth due to new...