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Wednesday 10 July 2024
Unimicron to expand high-end IC substrate market share
Unimicron Technology aims to expand its share of the high-end IC substrate market and surpass Japanese competitors by 2025, according to T. J. Tseng, chairman of the Taiwan-based...
Wednesday 10 July 2024
Pure-play foundries' recovery rates differ
TSMC's revenue in US dollars for the first half of 2024 is likely to reach a new high compared to prior years, but this does not imply that the global foundry industry has fully recovered,...
Wednesday 10 July 2024
AI server surge boosts June revenue at Foxconn, others
With demand for AI-related hardware remaining strong, companies in the supply chain have been posting strong results for the traditional off-peak season. In particular, key players...
Tuesday 9 July 2024
LED industry recovers in 1H24 with quarterly growth
Despite the slow market recovery, the LED industry is gradually recovering in 2024.
Tuesday 9 July 2024
Wafer Works ramps up cross-strait 12-inch production, eyes strong second half
Wafer Works, a veteran semiconductor silicon wafer foundry in China, made its debut on Shanghai's STAR Market in February 2024. Simultaneously, the company launched a major expansion...
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...
Tuesday 9 July 2024
Passive component demand picking up, thanks to market recovery and AI
AI has been a driving force for Taiwan-based companies in relevant supply chains, boosting their profiles on the global stage.
Tuesday 9 July 2024
TSMC may raise sales growth forecast for 2024
TSMC may revise its 2024 sales growth projection in US dollar terms at its upcoming investors conference, according to industry sources. This adjustment is expected in response to...
Monday 8 July 2024
UMC reports mixed financial results amid market challenges
Pure-play foundry United Microelectronics (UMC) has reported a revenue of NT$17.55 billion (US$541.1 million) for June 2024, marking a 10.5% sequential decline and a 7.9% decrease...
Monday 8 July 2024
Taiwanese PA chip makers see strong demand from China and US
As the smartphone industry enters its peak shipment season in the second half of 2024, major brands are launching new devices. Taiwan's power amplifier (PA) chip supply chains, including...
Monday 8 July 2024
Global semiconductor sales climb 19% in May
The Semiconductor Industry Association (SIA) reported that global semiconductor industry sales reached $49.1 billion in May 2024, marking a 19.3% increase from $41.2 billion in May...
Monday 8 July 2024
Upcoming TSMC earnings: AI demand, pricing hikes to draw attention
TSMC's quarterly investors conference is scheduled for July 18, with market attention focused on topics such as AI chip demand, the foundry's expected price increase, and capital...
Friday 5 July 2024
Foxconn's June revenue skyrockets to record quarterly high on AI server boom
Driven by robust market demand for AI server products, Foxconn's (Hon Hai) revenue for June reached NT$490.725 billion (US$15.91 billion).
Friday 5 July 2024
AI revenue struggles to match GPU investments; consumer AI products need time to mature, says Sequoia Capital executive
The gap between GPU procurement expenses and derived revenues continues to widen significantly, with few AI products besides ChatGPT gaining substantial consumer popularity, according...
Wednesday 3 July 2024
TSMC optimistic about massive AI demand in Japan; introduces 3nm process to automotive chips
At the TSMC 2024 Japan Technology Symposium held on June 28, besides discussing the previously announced A16 chip technology, TSMC also revealed that it achieved revenue growth in...
Vortex
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research