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Monday 21 August 2023
Oversupply of power batteries in China puts pressure on EV supply chains
Rising levels of China's power battery inventories are becoming increasingly obvious, which is putting pressure on China's electric vehicle (EV) supply chain, according to sources.
Friday 18 August 2023
CIS firm PixArt expects slight revenue growth in 3Q23
PixArt Imaging, a CMOS image sensor specialist, anticipates a modest revenue increase in the third quarter compared to the second. Gross margin and operating margin will also outperform...
Friday 18 August 2023
Network device makers cautious about 2H23 prospects
Taiwan-based network device makers including Zyxel Group and Sercomm continue to see telecom customers engaged in inventory adjustments and remain cautious about their operations...
Wednesday 16 August 2023
Yen Sun sees challenges facing Chinese car supply chain
Chinese automakers intend to alter the local market ecology in order to increase the turnover rate of auto sales, which will put a strain on the manufacturing flexibility and inventory...
Tuesday 15 August 2023
Samsung and SK Hynix memory inventory remains high and needs further output cuts
Although Samsung Electronics and SK Hynix are aggressively cutting their memory production, the inventory level of the two companies has reached KRW 50 trillion (US$37.4 billion)...
Tuesday 15 August 2023
Niche IC distributor ANStek sees customers place orders with caution
Taiwan-based Answer Technology (ANStek), which distributes mainly ICs for niche-market applications, has seen its customers place orders with caution as a result of a slower-than-anticipated...
Friday 11 August 2023
ESMT still under pressure from high-ASP wafer inventory
Niche-market memory IC design house Elite Semiconductor Memory Technology (ESMT) will continue to adjust its cost structure in the second half of 2023, as pressure from high-ASP wafer...
Wednesday 9 August 2023
PMIC supplier GMT seeks to complete inventory correction by 4Q23
Power management IC (PMIC) vendor Global Mixed-Mode Technology (GMT) is looking to return its inventory to normal levels in the fourth quarter of 2023.
Tuesday 8 August 2023
Passive component inventory adjustment continues; suppliers rush to break into AI server supply chain
With the overall economy yet to improve and customer inventory adjustments continuing, passive component suppliers have called 2023 a year where "the slack season is slacking, but...
Tuesday 8 August 2023
Realtek conservative about 2H23 prospects
IC design house Realtek Semiconductor is cautious about its sales prospects for the second half of this year, despite experiencing a substantial increase in revenue during the second...
Tuesday 8 August 2023
Industrial memory module specialists see demand pick up
Industrial memory module demand is poised to pick up at a gradual pace in the second half of this year, while inventory adjustments for consumer DDR4 and SSD devices are proceeding...
Tuesday 8 August 2023
Network device assemblers guardedly optimistic about 2H23
Taiwan-based network equipment assemblers have voiced cautious optimism regarding the second half of this year, due to ongoing inventory adjustments by telecom channel and data center...
Monday 7 August 2023
Winbond slowing output cut, to equip new plant in 4Q23
The 30–40% reduction in output at Winbond Electronics' wafer fab in Taichung (central Taiwan) has been reduced to less than 20%, and the memory chipmaker plans to begin installing...
Monday 7 August 2023
UMC posts flat July revenue
Pure-play foundry United Mircroelectronics (UMC) has reported revenue of NT$19.06 billion (US$601.3 million) for July 2023, essentially unchanged sequentially. However, compared to...
Thursday 3 August 2023
CCL firm Iteq upbeat about demand for high-end car electronics
Iteq, which specializes in high-speed and high-frequency copper-clad laminates (CCL), remains optimistic about demand for high-end automotive electronics and believes its deployment...