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NEWS TAGGED INVENTORY
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...
Tuesday 11 February 2025
NAND prices rise as memory market shows recovery signs
Following production cuts by NAND flash manufacturers and the resolution of inventory destocking issues in China's sector, industry supply chain sources indicate that NAND spot pricing...
Saturday 8 February 2025
Chip distributors Arrow Electronics, Avnet see signs of market recovery in 2Q25
Global semiconductor distribution leaders Arrow Electronics and Avnet have expressed cautious optimism about the market outlook, despite ongoing challenges in various regions.
Saturday 8 February 2025
DRAM inventory woes persist, Taiwan memory faces slow January
The memory industry continues to face seasonal headwinds in early 2025, with persistent price declines. The Lunar New Year holiday has further impacted revenue, reducing working days...
Friday 7 February 2025
Taiwan notebooks, 4Q 2024

Introduction

Friday 7 February 2025
OEMs rush chip orders ahead of potential US tariffs
OEMs have ramped up early component and processor purchases since late 2024, bracing for potential US tariff hikes, according to industry sources.
Friday 7 February 2025
Microchip reports falling sales amid slowing global economy; revises capex plans downward
On February 6, US-based MCU and analog chip developer Microchip Technology released a fourth-quarter net sales prediction that did not meet the average estimates from analysts.
Thursday 6 February 2025
Qisda reports a 10% revenue decrease in January but anticipates growth in 2025
In January 2025, Qisda's consolidated revenue reached NT$16.538 billion (approx. US$503.5 million), reflecting a year-over-year increase of 1.6%, but a month-over-month decrease of...
Wednesday 5 February 2025
Major NAND makers cut production by 10-20% as industry reshuffling pressure looms
End markets are facing diminished demand, leading NAND manufacturers to gradually reduce production since the end of 2024, according to industry sources.
Wednesday 5 February 2025
Chipmakers brace for uncertainty as Trump's tariff threats loom over semiconductor recovery
In a semiconductor industry that's been struggling with an oversupply of chips and weak demand, Infineon Technologies AG navigated its way through the turbulence and offered some...