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NEWS TAGGED INVENTORY
Wednesday 13 November 2024
Network communications sector sees inventory adjustments come to an end; 2025 operations trending upward
According to sources from the network communication sector, inventory adjustments will soon conclude, with December identified as a turning point. The network device industry in Taiwan...
Wednesday 13 November 2024
Phison anticipates NAND tight supply in 2H25 as upstream manufacturers reduce production
Phison Electronics faced a 70% profit drop in the third quarter due to declining consumer demand and a substantial one-time loss. The company saw stable enterprise demands and a weak...
Tuesday 12 November 2024
China subsidy programs boost short lead-time orders for home appliance chips
According to sources at IC design houses, China's subsidies aimed at boosting replacement demand have managed to generate short lead-time orders for household appliance application...
Tuesday 12 November 2024
AUO and Innolux see October revenue slips amid off-season slowdown
As the display panel industry enters its traditional off-season following the peak inventory demand period, major manufacturers reported lower revenues for October. AUO experienced...
Thursday 7 November 2024
Transcend expects 4Q24 spot memory price drops to stabilize
The memory module industry faces significant challenges in the fourth quarter of 2024, with Transcend Information experiencing substantial inventory depreciation losses amid plummeting...
Thursday 7 November 2024
Novatek expects weaker 4Q24, looks to AI-driven edge demand for 2025 growth
Novatek posted strong revenue growth in the third quarter of 2024, fueled by high inventory demand for mobile OLED DDIs. However, gross margin slipped from the previous quarter, mainly...
Wednesday 6 November 2024
GlobalWafers' profit slumps through 3Q24; CEO expects 90%+ utilization for 12-inch wafers
High client inventory levels and slower clearance rates contributed to a slowdown in GlobalWafers' silicon wafer shipments for 2024, resulting in a 38.9% drop in after-tax profit...
Wednesday 6 November 2024
Nuvoton enters off-peak season in 4Q24, expects continued demand in CSP customer projects through 2025
Leading microcontroller (MCU) manufacturer Nuvoton Technology's (Nuvoton) chairman Yuan-Mou Su, stated that the fourth quarter of 2024 marks the beginning of an off-peak season, leading...
Wednesday 6 November 2024
Backend firm ChipMOS cautious on 2025 capex amid DDI market concerns
ChipMOS Technology has embraced a cautious approach to capital expenditures for 2025 and anticipates that the demand for display driver ICs will experience a more pronounced correction...
Thursday 31 October 2024
China's market rescue policies take effect; Holtek expresses optimism for 2025
Microcontroller unit (MCU) manufacturer Holtek has observed increasing demand for small household appliances during China's Singles' Day and Double 12 shopping festivals. The company...
Wednesday 30 October 2024
Macronix chairman doubts 2025 demand recovery but better than 2024
Macronix International, a mask ROM and flash memory chipmaker, expects its operations to improve in 2025 compared to this year, but demand will not fully recover, according to company...
Wednesday 30 October 2024
Diode maker Eris expects market visibility to improve in 2Q25
Due to inventory adjustments, ongoing wars, and the macroeconomic situation, uncertainties in the global automotive and industrial control markets may persist until the second quarter...
Wednesday 30 October 2024
Yageo sees demand growth for AI, challenges for industrial control devices
Yageo, a maker of passive components, remains optimistic about AI demand but expresses caution regarding the demand for industrial control applications. The company anticipates a...
Tuesday 29 October 2024
Samsung and Kioxia reinstate NAND manufacturing cuts
Samsung Electronics and Kioxia both plan to scale back their NAND flash production in the fourth quarter, according to sources within the industry supply chain. This suggests that...
Tuesday 29 October 2024
Memory manufacturers maintain price floor as server contract prices rise in 4Q
With the demand for memory driven by AI servers, the industry initially expected contract prices to ease and decline in the fourth quarter. However, sources within the supply chain...