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Tuesday 18 June 2024
Taiwan wafer foundry industry, 2Q 2024

Introduction

Tuesday 18 June 2024
Quanta profits double despite halving workforce
Quanta Computer is generating record-high profits amid a sharp decline in staff count. From the high of 112,000 employees by the end of 2018, Quanta's workforce has decreased by 49.1%...
Monday 17 June 2024
Broadcom foresees AI revenue surpassing US$10 billion, no plans to rival Nvidia GPUs
Broadcom stated that the demand for AI networking products and customized accelerators from hyperscale customers is quite strong. For the second quarter of the fiscal year 2024 (ended...
Thursday 13 June 2024
Rapidus anticipates achieving a US$6.4 bln revenue target by 2030
Rapidus chairman Tetsuro Higashi said the Japanese pure-play foundry that aims to mass-produce 2nm chips could achieve its revenue target 10 years earlier than planned, as the AI...
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,...
Thursday 13 June 2024
Strong AI revenue growth offsets weakness of Broadcom
Thanks to a 280% growth in AI revenue, Broadcom announced robust financial results for its second quarter of fiscal 2024, prompting an upward revision of its fiscal year 2024 guida...
Wednesday 12 June 2024
Taiwan's passive component makers thrive on AI boom, Yageo and Ample lead the charge
Taiwan's major passive components supply chain players, including Yageo and Ample Electronic Technology reported impressive business performance for May and the first five months...
Wednesday 12 June 2024
Panel industry strives for continuous profit to ensure steady operations
Despite a recent weakening in demand for LCD TV panels and a lack of upward momentum in prices, producing panels according to demand is expected to prevent significant price drops...
Friday 7 June 2024
TSMC May revenue grows 30% YoY to NT$229.62 billion; Q2 targets within reach
Benefiting from the expanded orders from AI and High-Performance Computing (HPC) customers, TSMC's May 2024 revenue remained high at NT$229.62 billion (US$7 billion), a slight decrease...
Friday 7 June 2024
DRAM spot prices to rise alongside contract prices after August
DRAM spot prices will resume the same growth trend as contract prices after August, according to sources at Taiwan-based memory module manufacturers, who are optimistic about their...
Thursday 6 June 2024
Phison expects enterprise SSD solutions revenue growth
Phison Electronics, which specializes in NAND flash device controllers and SSD solutions, has begun ramping up shipments of its retimer chips. The company also anticipates that the...
Monday 3 June 2024
Foxconn AI server revenue set to surge 40% in 2024, top NT$1 trillion in 2025
Foxconn Technology is set to experience a robust 40% growth in AI server revenue for 2024.
Monday 3 June 2024
Driven by AI, Foxconn looks to set new sales record in 2025
Foxconn has held a shareholders' meeting on May 31. Chairman Young Liu expressed optimism about the overall development of the AI market, stating that the revenue from the AI server...
Friday 31 May 2024
With Nvidia taking lion's share of market profits, Intel's finances have struggled amidst AI boom
NVIDIA's latest financial report for the first quarter of fiscal year 2025 (February to April 2024) revealed record-breaking revenue for its data center division. Following a record-setting...
Friday 31 May 2024
TrueLight aims for double-digit revenue growth, TMC lays out two-pronged strategy
Photomask company Taiwan Mask Corporation (TMC) has acquired four seats on optical component manufacturer TrueLight's board, during the latter company's board of directors election...