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NEWS TAGGED INVENTORY
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...
Monday 28 October 2024
Covid-19 supply chain fallout hits maritime sector, but recovery expected in 2025
The Covid-19 pandemic wreaked havoc on supply chains, impacting not only consumer electronics but also specialized maritime equipment. Ubiqconn, a subsidiary of Popular Holdings,...
Friday 25 October 2024
Luxshare reportedly to halt Vision Pro production amid surplus component inventory
Apple has dramatically reduced Vision Pro mixed reality (MR) headset shipments since mid-2024, with production potentially halting by year-end due to declining demand, reports The...
Friday 25 October 2024
Apple reportedly cuts Vision Pro production, pivots to affordable MR headsets for 2025 launch
Apple is scaling back production of its Vision Pro mixed reality (MR) headset, with production potentially halting by the end of 2024. The Information reports, citing multiple...
Friday 25 October 2024
Lenovo leverages AI for production flexibility amid US election uncertainties
With polling numbers indicating that Republican candidate Donald Trump is gaining support in the final days leading up to the US presidential election, Che-min Tu, senior vice president...
Wednesday 23 October 2024
Holtek joins SiPh supply chain, 400G modules to launch in 2025
Microcontroller unit (MCU) firms have been eagerly venturing into the optical transceiver module market, as silicon photonics (SiPh) technology continues to attract attention. According...
Wednesday 23 October 2024
TI reports declining financial performance, anticipates slight sales growth in current quarter
Texas Instruments (TI) announced its third-quarter 2024 financial results on October 22. Revenue for the third quarter totaled US$4.15 billion, down 8.4% compared to the same period...
Thursday 17 October 2024
Passive components supply chain upbeat about 2025 thanks to AI boom
Taiwan's passive components supply chain is anticipating a favorable market outlook for 2025 as a result of the demand generated by AI device applications, according to industry so...
Thursday 17 October 2024
ASML factors in potential new export curbs on China in financial guidance
Following the early release of its third-quarter financial results, ASML's senior executives explained the factors behind the decline in net bookings and the reduced sales forecast...
Monday 14 October 2024
Hycon merger with SiS to boost revenue and gross margin in 2025
Microcontroller unit (MCU) manufacturer Hycon Technology will officially merge with IC design house Silicon Integrated Systems (SiS) on January 1, 2025. With the support of wafer...
Wednesday 9 October 2024
Memory module houses to expand supply to PC OEMs with low-cost inventory
Leading memory module manufacturers are looking to expand their supply to PC OEM customers to offload low-cost inventory, according to industry sources.
Tuesday 8 October 2024
Macronix on track for growth in 2H24
Macronix International, a maker of mask ROM and flash memory, is expected to resume growing in the second half of this year after experiencing a 20% sequential revenue increase in...
megawin
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