Despite reporting a higher loss in the last quarter, Micron offered a strong revenue forecast and is optimistic about the outlook for the coming year as generative AI is driving demands...
The weak end demand since the second half of 2022 has affected the ABF substrate capacity utilization rate of the four major Taiwanese substrate manufacturers: Unimicron, Nanya PCB,...
Memory prices have shown a robust upward trend since bottoming out in the second quarter of 2023. While November saw NAND flash prices rebound to early 2023 levels, DRAM and NAND...
Navigating through a market shift and a slowdown in economic growth during the initial three quarters of 2023, Taiwan-based IPC ODM/OEM firm AEWIN Technologies is gearing up for a...
Everyone in the PC industry is talking about AI PCs, but what defines an AI PC? Opinions differ on this question. For HP CEO Enrique Lores, AI PCs will allow users to run originally...
As 5G, AI, and EVs continue to drive demand for passive components, multilayer ceramic capacitor (MLCC) manufacturers see growing opportunities for high-capacity and small-sized products,...
The semiconductor industry is expected to rebound in 2024, but the pace of recovery will vary from sector to sector and company to company, according to industry sources.
The global aviation industry faces challenges in meeting the demand for new planes due to supply chain issues when demand roared back after the pandemic. Boeing and Airbus project...
With the conclusion of the strikes at US automotive plants, the shipment visibility of LED manufacturers in the fourth quarter of 2023 regarding automotive products has gradually...
The worldwide semiconductor manufacturing sector will recover in the fourth quarter of 2023, according to a report co-authored by SEMI and TechInsights, laying the groundwork for...
E Ink Holdings (EIH) Chairperson Johnson Lee recently revised the firm's revenue outlook for 2023 for the third time in its earnings call on November 15. The firm's projection went...
While some smartphone AP vendors have reported record sales and profits, SMIC co-CEO Zhao Haijun issued a cautionary note at the latest earnings call, saying that the seasonal fluctuations...
As PC end-user inventory returns to healthy levels and supply chain replenishment demand gradually rebounds, memory module makers in Taiwan and China have pointed out that the output...
The memory market has shown signs of recovery, according to Peter Shu, chairman of memory module manufacturer Transcend Information. Memory chipmakers have purposefully limited their...
With PC inventories gradually returning to normal levels, all signs point increasingly to an imminent recovery in the market. Yet these effects remain to be seen in downstream supply...
