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Wednesday 18 December 2024
Mature manufacturing process prices expected to dip in 2025
Industry sources indicate that prices for mature semiconductor manufacturing process tape-outs will likely decrease in 2025, primarily driven by higher tape-out demand from integrated...
Tuesday 10 December 2024
AUO factory sale sparks asset valuation surge for optical film manufacturer EFUN
The sale of AUO's Tainan factory to Micron for NT$260,000 (US$8,022) per Taiwanese ping (approx. 3.3 square meters) has triggered a ripple effect in the industrial real estate market...
Tuesday 10 December 2024
PlayNitride achieves first quarterly profit, expands with new microLED equipment
PlayNitride has reported its first-ever profit in the third quarter of 2024, driven by strong sales of its new mass transfer equipment introduced in the fourth quarter. The equipment,...
Thursday 5 December 2024
Phison sells stakes in Hosin Global, boosting non-operating profits
Phison Electronics has announced the sale of a portion of its stake in China-based Hosin Global Electronics, with an expected profit of NT$4.4 billion (US$135.36 million) from the...
Tuesday 3 December 2024
AI robots face uphill battle in industrial adoption
The development of AI robots spans multiple sectors, from smart factories to smart homes and specialized applications. However, for semiconductor giants like Nvidia and Qualcomm,...
Thursday 28 November 2024
Wah Hong seeks to take lead in coating technologies with vehicles serving as main driver
Advanced material provider Wah Hong is developing packaging and materials for Micro LED and Mini LED technologies with prices ranging from US$200 to US$300 per square meter. Company...
Monday 25 November 2024
Inside TSMC VI: Navigating the semiconductor pricing wars
"Strategy is simply resource allocation. When you strip away all the noise, that's what it comes down to." —Jack Welch.
Monday 25 November 2024
Nvidia's decline in gross margin amid Blackwell transition may not affect bigger picture
Nvidia reported a net profit of US$19.3 billion for the third quarter of the fiscal year 2025, marking a remarkable year-over-year increase of 109%. However, the gross margin of 74.6%...
Wednesday 20 November 2024
LG Electronics reportedly establishing third plant in India
LG Electronics is reportedly planning to establish a third plant in India, continuing its recent production expansions in the country. The move aligns with the company's potential...
Wednesday 20 November 2024
Xiaomi's EV push shines while challenges emerge
Xiaomi CEO Jun Lei recently announced the company's strongest-ever quarterly performance, a remarkable achievement given China's current economic climate. However, challenges are...
Wednesday 20 November 2024
Eternal Materials eyes cautious 2025 growth with China's short-term revenue share steady at 60%
Eternal Materials, a leading supplier of PCB upstream materials including dry film photoresists, acknowledges China's ongoing economic slowdown. Despite these challenges, spokesperson...
Tuesday 19 November 2024
Fierce price war in the PMIC sector begins to ease as inventory stabilizes
Fierce price competition in the power management IC (PMIC) industry, led by companies like Texas Instruments (TI), shows signs of abating. With limited room for further price cuts...
Tuesday 19 November 2024
Japanese chip equipment makers see mixed outlook amid AI boom, China slowdown
Japanese semiconductor equipment manufacturers, including Tokyo Electron and Kokusai Electric, have raised profit forecasts driven by surging AI demand. However, China's cooling semiconductor...
Monday 18 November 2024
Chenbro struggles with year-end AI server supply amid surging demand
Corona Chen, CEO and president of server chassis manufacturer Chenbro, expressed concerns about meeting customer demands in November and December, as production capacity is already...
Monday 18 November 2024
Quanta's 3Q24 profit hits record highs, boosted by AI servers and FX gains
Quanta has capitalized on surging AI demand, achieving record-breaking revenue and profit in the third quarter of 2024. Revenue soared nearly 50% compared to the same period last...