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NEWS TAGGED OUTLOOK
Wednesday 24 July 2024
TSMC sees spike in SHR orders from China
TSMC has witnessed an increase in orders from Chinese customers seeking super hot runs (SHR), for which they are willing to pay a 40% premium, according to industry sources.
Tuesday 23 July 2024
NXP disappointing results imply slowing automotive demand
NXP's latest financial results indicate that the company continues to navigate the industry downturn, presenting a third-quarter outlook that falls below expectations. These disappointing...
Monday 15 July 2024
VinFast postpones Carolina factory operation amid challenges
VinFast, a Vietnam-based EV maker rapidly expanding its global presence, announced a delay in its operation for its manufacturing facility in North America, according to an official...
Monday 15 July 2024
AI's surge fuels hardware demand; spotlight shines on AI smartphones
As AI continues to advance, the appetite for related hardware products remains insatiable. Recently, alongside AI servers and AI PCs, the market has been abuzz with discussions about...
Thursday 11 July 2024
UAE and Saudi Arabia leverage Chinese capabilities to realize AI and semiconductor dreams
The semiconductor market has become the fourth largest market in the world, following crude oil, automotive, and petrochemical products. With a scale of more than US$500 billion in...
Tuesday 9 July 2024
DRAM spot prices show promise, signs of stability
DRAM spot prices have stabilized, confirming the optimistic outlook for contract market pricing in the third quarter, according to sources at memory module makers. The previous variations...
Wednesday 3 July 2024
PCB firm Chin-Poon remains bullish about long-term demand for EVs
Chin-Poon Industrial, an automotive PCB specialist, maintains an optimistic outlook on the long-term demand for Electric Vehicles (EVs).
Wednesday 19 June 2024
GlobalWafers expects substantial growth in 2025
GlobalWafers has reiterated its sales growth outlook for this year, which calls for sequential growth through the fourth quarter. The silicon wafer company anticipates significant...
Monday 17 June 2024
PCB suppliers optimistic for 2H24 with Apple AI expected to drive replacement cycles
At WWDC 2024, Apple announced updates for nearly every device.
Thursday 13 June 2024
Audix to see high-margin manufacturing biz climb
IC distributor and OEM Audix held its shareholder meeting on June 12, during which Audix Group chairman and president Chung Yuan-Kai shared his optimistic outlook for 5G NR/6G communications,...
Wednesday 5 June 2024
Different EV strategies polarize Japanese automotive parts suppliers' outlook
The rapid growth of the global battery EV market ended in the second half of 2023.
Wednesday 29 May 2024
Nuvoton gradually increases MCU market share in China despite uncertain auto industry outlook
Microcontroller manufacturer Nuvoton Technology held its shareholders' meeting on May 28. The company reported that the PC market performed better than initially expected, and MCU...
Wednesday 29 May 2024
Automotive suppliers optimistic about 2H24 outlook as inventory correction approaches end
Car OEMs and tier-1 suppliers have adjusted their inventories since 2023, which affects most automotive suppliers' operations and deliveries. The adjustment is expected to be completed...
Friday 24 May 2024
Taiwan PMIC and MOSFET firms cautious about market prospects
Taiwan-based power management IC and MOSFET vendors are finding it hard to assess their order visibility as customers are mixed about the market outlook for the second half of 2024,...
Friday 17 May 2024
China chip demand is rebounding, but 2H24 outlook remains opaque
Orders from China's semiconductor firms may be turning strong.