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Tuesday 25 June 2024
Taiwanese DDI vendors upbeat about 2H24
Taiwan-based Display Driver IC (DDI) vendors are upbeat about the upcoming high season in the second half of 2024, as inventory in the supply chain has returned to healthy levels...
Thursday 20 June 2024
Network communication inventory expected to clear by end of 3Q24; Alltek sees momentum in two major sectors
Affected by the economic downturn, 5G coverage and penetration in Europe have been progressing slower than expected.
Tuesday 18 June 2024
FitTech faces challenges, seeks opportunities with TSMC's advanced packaging
The Mini LED demand in the LED industry has shown a lack of new momentum, leading to a halt in expansion plans, and impacting equipment supplier FitTech's operations.
Wednesday 5 June 2024
DDR5 prices have room for further 10-20% rise
Major chipmakers have already allocated production capacity for DDR5 chips in 2024, suggesting that prices are unlikely to decrease. DDR5 prices have room for another 10-20% increase...
Wednesday 5 June 2024
Memory market duality: Spot prices fall amid sluggish terminal sales, contract prices rise on AI demand
Spot market prices for memory products weakened in May due to subdued end-market demand, while contract market prices remained on an upward trend, driven by robust demand for AI and...
Friday 31 May 2024
Adata remains bullish about DRAM prices in 2H24
Despite a short-term correction in spot market prices for DRAM memory, contract prices will continue to rise in the second half of the year, according to memory module manufacturer...
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 Powerchip Semiconductor Manufacturing (PSMC) anticipates a steady rebound in its operations in the second half of 2024, with an emphasis on the demand for power...
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...
Colder Products Company
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