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Friday 31 May 2024
Yageo chairman: inventory adjustments have reached healthy level
The passive component giant Yageo held its shareholders' meeting on May 30. Founder and chairman Pierre Chen stated that current inventory adjustments have reached a healthy level...
Wednesday 29 May 2024
Automotive suppliers optimistic about 2H24 outlook as inventory correction approaches end
Car OEMs and tier-1 suppliers have adjusted their inventories since 2023, which affects most automotive suppliers' operations and deliveries. The adjustment is expected to be completed...
Wednesday 29 May 2024
Chinese memory module manufacturers unload low-cost inventories
Memory prices are rising quarter after quarter, yet consumer electronics demand remains subdued. Recently, there have been rumors that Chinese memory module manufacturers are clearing...
Friday 24 May 2024
E-paper demand recovering, upgrade in colorization hopeful
In the first half of 2024, overall demand for e-paper has shown signs of gradual recovery, especially for Electronic Shelf Labels (ESL), which have shown great potential in inventory...
Friday 24 May 2024
Taiwan PMIC and MOSFET firms cautious about market prospects
Taiwan-based power management IC and MOSFET vendors are finding it hard to assess their order visibility as customers are mixed about the market outlook for the second half of 2024,...
Thursday 23 May 2024
Adata expects another record gross margin in 2Q24
Gains from low-cost inventory will continue to boost Adata Technology's gross margin in the second quarter, which is expected to reach another record high, according to the memory...
Wednesday 22 May 2024
PSMC expects gradual recovery in 2H24
Pure-play foundry Power Semiconductor Manufacturing (PSMC) anticipates a steady rebound in its operations in the second half of 2024, with an emphasis on the demand for power management...
Tuesday 21 May 2024
Wi-Fi 7 inventories rising in anticipation of momentum in 2H24
Even though Taiwan-based IC design firms expect Wi-Fi 7 penetration rates to remain in the single digits in 2024, multiple sources in the semiconductor supply chain note that manufacturers...
Tuesday 21 May 2024
Memory module firms stockpile in anticipation of chip price rally
China- and Taiwan-based memory module houses have been actively stockpiling in anticipation of a sustained increase in chip prices, according to industry sources. The majority of...
Monday 20 May 2024
Why Samsung and SK Hynix report rising inventories amid improving memory market
Samsung Electronics and SK Hynix reported a surprising increase in semiconductor inventories in the first quarter, even as the memory market improved. The companies attributed the...
Friday 17 May 2024
Inventories likely fall soon in global semiconductor industry
Recent data indicates an uptick in semiconductor industry inventories, particularly among top chip companies capitalizing on the AI trend. While China has witnessed a rise in listed...
Thursday 16 May 2024
Chinese PMIC market to recover faster than others, says Silergy
Power Management IC (PMIC) design house Silergy is confident that the Chinese market will recover at a faster rate than other markets.
Thursday 9 May 2024
Alltek accelerates developing wide band-gap semiconductors due to data center electricity demand
Hung-chang Hsieh, CEO of the IC distributor Alltek Technology, stated that in recent years, the increase in interest rates has led to higher financial costs and changes in industry...
Tuesday 7 May 2024
DRAM and NAND flash prices unlikely to fall over next 2 quarters, says Team Group exec
DRAM and NAND flash prices are unlikely to trend downward in the next two quarters, according to Gerry Chen, president of memory module company Team Group.
Thursday 2 May 2024
Specialty IC foundry VIS gains shifted orders from China
Taiwan-based Vanguard International Semiconductor (VIS) has reported first-quarter 2024 results that were somewhat better than expected. While facing market pricing competition from...