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Thursday 3 October 2024
Memory prices show signs of weakness
With memory chip prices showing signs of weakness, memory module houses have implemented inventory management measures in response to the declining value of their inventory, according...
Wednesday 2 October 2024
Taiwan's carbon fee policy faces dual challenges from local and EU regulations
Taiwan is set to introduce a carbon fee in 2025, targeting approximately 500 companies with rates between NT$300 (approx. US$9.30) and NT$500 per metric ton. However, the final fee...
Wednesday 2 October 2024
Enterprise SSD demand boosts NAND process development
The demand for enterprise-level solid-state drives (SSDs) has surged, resulting in price increases as cloud computing service providers (CSPs) actively raise capital expenditures,...
Wednesday 2 October 2024
Competition for 3nm flagship smartphone SoC imminent; MediaTek gains price advantage in Chinese market
MediaTek's flagship platform, Dimensity 9400, and Qualcomm's Snapdragon 8 Gen4 are set to officially launch in October. With both products making the official transition to the 3nm...
Wednesday 2 October 2024
Supply chain cautious about auto market outlook for 4Q24
Industry sources anticipate that the automotive sector will stay stagnant in the fourth quarter of 2024 and remain cautious about prospects in the face of unfavorable macro develop...
Wednesday 2 October 2024
IC design houses seek lower quotes for mature chipmaking processes
IC design firms are aggressively negotiating with foundry partners to achieve lower quotes for mature process manufacturing in order to alleviate cost pressure, according to industry...
Tuesday 1 October 2024
Memory contract price rally to slow in 4Q24
Memory contract prices are expected to continue their rally in the fourth quarter of 2024, albeit at a slower pace, according to market sources.
Monday 30 September 2024
Three concerns on iPhone 16 results in conservative global sales predictions
Apple's iPhone 16 series officially launched on September 20. Driven by the boost from generative AI and notable processor upgrades, telecom operators, e-commerce platforms, and physical...
Friday 27 September 2024
UK embraces Chinese EVs: green double-deckers and price wars ignite industry debate
Chinese new energy vehicle (NEV) brands are expanding aggressively overseas, facing tariff barriers in several European and North American markets. The UK, however, has taken a different...
Friday 27 September 2024
iPhone 15 Pro Max tops global smartphone sales in 1H24
Despite its premium price tag, Apple's top-tier iPhone 15 Pro Max reportedly emerged as the best-selling smartphone globally in the first half of 2024, continuing the strong sales...
Friday 27 September 2024
AI PCs to drive battery module ASP
AI PCs will bring new opportunities to component manufacturers. Battery module manufacturer Simplo stated that due to AI PCs requiring larger battery capacity, the average selling...
Friday 27 September 2024
Memory spot prices fall on slow demand recovery
The recovery in downstream consumer markets remains sluggish, leading to a further decline in spot market prices for memory chips. In response, industry leader Kingston Technology...
Wednesday 25 September 2024
Suppliers seek transformation as Apple chain price wars become the norm
In recent years, Apple suppliers have closely monitored iPhone sales following each launch. However, with the mobile phone market reaching saturation and competition intensifying,...
Wednesday 25 September 2024
BYD and others to challenge Tesla in China's fully electric SUV market
BYD and other Chinese electric vehicle (EV) makers are launching a range of fully electric SUVs that are intended to take on the Tesla Model Y. Chinese EV brands led by BYD have launched...
Tuesday 24 September 2024
Morgan Stanley warns of memory market winter; sparks criticism from South Korean semiconductor industry
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...