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Thursday 27 February 2025
China stimulus programs fuel memory price rebound, but Korean vendors have concerns
Prices of mature process memory, long hit by oversupply due to fast capacity expansion at Chinese makers, are expected to rebound, thanks to the Chinese government's consumption stimulus...
Thursday 27 February 2025
WT expects a strong recovery in 2025 and reveals revenue growth in 2024
On the 25th, IC distributor WT Microelectronics held an earnings call. Founder, Chairman, and CEO Eric Cheng shared that the market generally expects demand in the second half of...
Tuesday 25 February 2025
Ennostar expects revenue growth in 2025 despite first-quarter challenges
Ennostar faced a loss in the fourth quarter due to inventory adjustments and the off-peak season but expects similar results in the first quarter of 2025 despite fewer working days,...
Monday 24 February 2025
Apacer forecasts NAND and DRAM price rebound by 2Q25 amidst shifting market dynamics
Apacer CEO C.K. Chang believes that the drop in NAND Flash and DRAM prices is almost over, with little room for further declines. Prices are expected to rise in the second quarter,...
Friday 21 February 2025
PC brands to hike US price as tariff pressures mount on chipmakers
Major PC brands have started raising prices on US-bound products, attributing the hikes to tariff pressures. The industry's strategy has shifted from stockpiling inventory ahead of...
Friday 21 February 2025
Nuvoton sees improvement in automotive inventories, major product lines
Microcontroller (MCU) maker Nuvoton held its earnings call for the fourth quarter of 2024 on February 18, during which Chairman Yuan-mou Su pointed to a drop in the automotive segment...
Thursday 20 February 2025
Nexcom sees robotics market potential materializing in 2026
As inventory levels normalize and artificial intelligence (AI) applications continue to expand in the market, Nexcom chairman Clement Lin expressed confidence that their accumulated...
Wednesday 19 February 2025
Nuvoton readies Microsoft co-developed BMC chip for mass production in 2025
Nuvoton, a microcontroller (MCU) provider, is emerging stronger from inventory corrections. Driven by recent pre-shipment demand from notebook/PC clients and continued adjustments...
Wednesday 19 February 2025
Global silicon wafer shipments and revenue start to recover in late 2024
In the latter half of 2024, global demand for silicon wafers began to rebound from the industry's downturn experienced in 2023, as reported by the SEMI Silicon Manufacturers Group...
Tuesday 18 February 2025
Strong fundamentals for DRAM and NAND drive memory prices to rise in 2Q25
Chip manufacturers are actively promoting price rises in the second quarter, leading to an expected rise in DRAM and NAND flash prices during this period.
Friday 14 February 2025
Europe's industrial and automotive recovery stalls another quarter as two key roadblocks hold firm
Europe's industrial control and automotive sectors remain sluggish, with weak demand and excess inventory likely delaying recovery until the second quarter of 2025, according to IDMs...
Friday 14 February 2025
Macronix plans inventory reduction, targets 3D NOR contribution by 2026
Macronix International, a Taiwan-based manufacturer of mask ROM and flash memory, is strengthening its competitive product portfolio while anticipating its in-house developed 3D NOR...
Wednesday 12 February 2025
MCU market shows signs of revival as Holtek predicts strong 1Q25
Holtek Semiconductor expects robust performance in the first quarter of 2025, driven by broad increases in microcontroller (MCU) demand and the company's expanded target markets.
Tuesday 11 February 2025
MediaTek reports unusually surging January revenue, boosted by tariff uncertainty and China's subsidies
MediaTek reported impressive January revenue of NT$51.144 billion (approx. US$1.56 billion), marking a 22.7% increase from the previous month and a 14.94% rise year-over-year. This...
Tuesday 11 February 2025
Amkor forecasts weak 1Q25 on smartphone, auto slowdown amid Vietnam expansion plans
Amkor Technology reported lower-than-expected sales for the fourth quarter of 2024 and projects weaker first-quarter 2025 results, with analysts attributing the downturn to softening...