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NEWS TAGGED INVENTORY
Tuesday 27 August 2024
Handset panel demand weakening in 2H24
Demand for LTPS LCD and AMOLED handset panels is expected to decelerate in the second half of 2024 with prices weakening, as handset customers start adjusting inventory, according...
Thursday 22 August 2024
Global foundry revenue rises on AI demand
The global foundry industry's revenue grew about 9% sequentially and 23% year on year in the second quarter of 2024, according to Counterpoint Research. The sequential growth was...
Thursday 22 August 2024
Cheng Mei adopts cautious outlook amid uncertain panel demand in 3Q24
Cheng Mei Materials, a leading polarizer manufacturer, has reported weaker-than-expected panel demand for the third quarter. With the possibility of China adjusting its production...
Thursday 22 August 2024
IC design houses see weak 3Q24 for non-Apple consumer products
IC design companies are expected to experience a particularly bleak third quarter of 2024 for non-Apple consumer devices, according to industry sources.
Wednesday 21 August 2024
Details on why Wiwynn is suing Musk's X over unpaid server bills
Wiwynn recently filed a lawsuit in the US District Court for the Northern District of California, accusing X (formerly known as Twitter) of breaching an eight-year-long business agreement...
Tuesday 20 August 2024
IPC industry optimistic on growth in 2H24 due to market stabilization
Due to several factors such as inventory de-stocking and investment delays caused by weak economic environments, many industrial PC (IPC) companies faced declines in the first half...
Tuesday 20 August 2024
Global electronic component distribution shifts in 2024 as WT Micro and WPG lead
The global electronic component distribution landscape shifted in the first half of 2024, with WPG Holdings and WT Microelectronics rising to the top two positions. Meanwhile, Avnet...
Monday 19 August 2024
Taiwanese chip industry shifts focus to manufacturing amid AI boom and cyclical downturn
According to the latest data from the Taiwan Semiconductor Industry Association (TSIA), Taiwan's semiconductor industry is gradually recovering from the downturn it faced in 2023...
Monday 19 August 2024
Supply chain players navigate cautious optimism amid AI server boom
Despite progress in inventory clearance and the boost from artificial intelligence (AI) applications, supply chain players remain cautious about the peak season benefits for consumer...
Friday 16 August 2024
E Ink sees potential in E-paper billboard markets
After navigating through inventory challenges, E Ink Holdings (E Ink) has seen positive growth in the field of consumer electronics (CE) and Internet of Things (IoT), with expected...
Thursday 15 August 2024
Notebook replacement unlikely until 2025
According to sources in the notebook industry, customer orders have not experienced a significant increase, suggesting a potentially sluggish second half of this year. Nevertheless,...
Wednesday 14 August 2024
Japanese wafer majors report falling sales amid slow chip recovery
Shin-Etsu Chemical and Sumco, which account for approximately 50% of the global wafer market, have both reported a decline in demand for the April-June 2024 quarter compared to the...
Tuesday 13 August 2024
AI-enhanced smartphone boom fuels FocalTech's AMOLED DDI sales growth
Taiwan's display driver IC (DDI) vendor, FocalTech Systems, experienced mixed sales performances across its diverse product lines in the second quarter of the year. Despite this,...
Tuesday 13 August 2024
Industrial memory demand picking up
The third quarter of 2024 has seen a steady increase in the demand for industrial memory, thanks to rising DRAM contract prices and end-market inventory correction coming to an end,...
Monday 12 August 2024
ODMs issue bonds to finance costly AI servers
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...