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...
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...
The ABF substrate industry is facing a short-term headwind. Unimicron, whose ABF substrate business accounted for 52% of its revenue in 2Q23, admitted during its earnings call that,...
Since the second half of 2022, the memory down cycle has seen demand declining, inventories piling up, and prices continuing to fall. Samsung's DS department reported revenue of KRW14.73...
The panel industry is showing strong signs of recovery and growth in the second half of 2023, with improvements in order visibility and a more balanced supply and demand, as stated...
MediaTek's earnings call is set to be held on July 28. Recent market news includes TSMC releasing a conservative outlook for the year's second half. Additionally, MediaTek's shareholders'...
OSATs could still be digesting inventory in their wafer banks for some handset applications in 2024 if handset brand vendors continue to see weak sales, according to industry sourc...
IC design companies will continue to manage inventory levels through the fourth quarter of 2023 cautiously, setting the tone for the performance of the semiconductor industry during...
DDR5 memory has recently shown a modest increase, indicating that the market price is about to enter the stage of recovering from its lowest point, according to industry sources.
Semiconductor equipment suppliers are experiencing a decline in customer orders, which may limit their growth in the second half of this year, according to industry sources.
Qualcomm and MediaTek are counting on the resurgence of the India handset market in the second half of this year to clear out their remaining inventory, according to industry sourc...
Taiwan-based MCU suppliers have yet to see an increase in end-market demand, which was not spurred by China's 618 shopping festival, according to industry sources.
A recent replenishment surge indicates the correction of power management IC (PMIC) inventories is coming to an end, although it may take some time for actual demand to rebound, according...
The burden of excess inventory has been reduced for Taiwan-based IC design houses as a result of an injection of short lead-time orders, but they are hoping for consistent profitability...
