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Monday 19 February 2024
SMIC rides mobile chip wave, but can it sustain China's foundry ambitions?
China's top foundry, SMIC, has never disclosed its involvement in producing 7nm chips for Huawei's Mate 60 Pro. However, co-CEO Zhao Haijun recently emphasized that the bright spot...
Friday 16 February 2024
Display panel supply-demand to improve in 2024
Panel makers, including AUO and Innolux, have reported year-on-year revenue increases in January, which indicates a more balanced panel supply and demand in 2024.
Friday 16 February 2024
MCU prices return to pre-pandemic levels
Although consumer MCU demand remains low, overall MCU prices have returned to pre-pandemic levels, according to industry sources.
Wednesday 7 February 2024
Nuvoton sees inventory pressure alleviate
Nuvoton Technology, a Taiwan-based MCU provider, expects much less inventory pressure in 2024, with the supply chain set to return to normal operations this year.
Wednesday 7 February 2024
Novatek sees OLED DDIs to become growth engine for 2024
Display driver IC (DDI) specialist Novatek Microelectronics anticipates that revenue growth will be driven by OLED DDI sales this year. Additionally, the company is targeting a bigger...
Wednesday 7 February 2024
PC industry in 2024 to be a mixed bag, as Apple sees drop while other brands eye slight growth
PC industry companies, ranging from upstream suppliers like TSMC to end-user brands, have found it difficult to predict the timing and extent of recovery in 2024. In addition to cautious...
Friday 2 February 2024
OSAT ASEH to boost advanced packaging capability
ASE Technology Holding (ASEH) will be stepping up its advanced packaging and testing capabilities in the second half of 2024, when a new cycle begins after the completion of inventory...
Friday 2 February 2024
IC materials distributors gear up for advanced packaging materials demand as customer inventory adjustments end
According to industry sources, IC material distributors anticipate customer inventory adjustments will end in the first half of 2024, with AI expected to accelerate growth in the...
Thursday 1 February 2024
Qualcomm returns to growth, warns of persisting near-term high inventories
After experiencing four consecutive quarters of declining sales and earnings year-on-year, Qualcomm's latest report signaled a resurgence in growth.
Thursday 1 February 2024
WT Micro sees AI server application orders generate more revenue
IC distributor WT Microelectronics anticipates that revenue generated from orders related to AI server applications will more than double year-on-year in the first quarter of 2024,...
Wednesday 31 January 2024
MCU firm Holtek expects inventory to revert to normal by 2Q24
Inventory levels for microcontrollers (MCU) are expected to return to normal by the second quarter of 2024, or possibly as early as the first quarter, according to Tsai Jung-tsung,...
Tuesday 30 January 2024
Views on automotive chip demand in 2024 mixed
Forecasts on demand for auto chips are mixed among the industry's players since some believe a wave of inventory corrections for automotive chips has arrived. However, some still...
Friday 26 January 2024
For IPC industry, growth in 2024 depends on recovery in China
After a year of severe challenges in 2023, with a bleak economy and continuous inventory destocking by clients leading to shipment delays, industrial PC (IPC) makers are finally anticipating...
Wednesday 24 January 2024
Adata sees low-priced inventory boost profitability in 4Q23
Memory module maker Adata Technology had previously stockpiled chips at low costs, which boosted its profit performance in the fourth quarter of 2023, according to the Taiwan-based...
Friday 19 January 2024
Inventory correction for IPCs nears end
Inventory adjustments for industrial PCs (IPC) are nearing completion, with a recovery anticipated in the second quarter of 2024, according to industry sources.
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