As inventory stockpiling of midrange and entry-level smartphone panels increases, the demand outlook for LCD TDDI chips shows promise, according to industry sources.
Topco Technologies, which distributes silicone and other chemical materials, is optimistic about demand for AI servers, but the outlook for the automotive sector is bleak.
Global IDM leader Onsemi announced a cautious outlook for the semiconductor market in its third-quarter 2024 financial report. CEO Hassane El-Khoury tempered expectations for 2025...
At its 2024 Investor Day, Qualcomm unveiled its latest five-year outlook, highlighting growth expectations for automotive and PC sectors as part of its non-mobile market expansion...
Elite Semiconductor Microelectronics Technology Inc. (ESMT) expected a rebound in the memory market in the second half of 2024, driving an increase in wafer production. However, demand...
A consensus has emerged among IC design companies during recent earnings calls, with all players expressing positive evaluations for their 2025 outlook. Growth momentum is widely...
Chinese government subsidies successfully drove electronics sales during Single's Day shopping events, according to sources at IC design houses. However, concerns have emerged that...
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's...
Supermicro has successfully resolved its financial reporting issues by appointing BDO as its new auditor and submitting a comprehensive plan to Nasdaq outlining steps to regain compliance...
Following a five-year hiatus, Hiwin resumed its in-person earnings call, providing an updated outlook for 2025. The company expects increased economic clarity post-US presidential...
ASML Holding NV, the Dutch maker of advanced chip-making machines that are critical to global supply chains, reaffirmed its long-term revenue outlook as it bets on an artificial intelligence-driven...
Leading integrated device manufacturers (IDMs) have expressed concerns about the automotive semiconductor market outlook for 2025. Despite these challenges, Taiwan-based IC design...
Investment demand for chips used in generative AI is benefiting several Japanese semiconductor equipment manufacturers, with Tokyo Electron (TEL) raising its full-year profit outlo...
As artificial intelligence (AI) demand grows and recent financial issues at Supermicro trigger order redistribution, passive component manufacturer Podak sees new opportunities. Chairperson...
Arm has reported better-than-expected revenue driven by strong licensing and royalty performance. The company saw a 40% year-over-year increase in smartphone royalty revenue, while...