According to sources at IC design houses, China's subsidies aimed at boosting replacement demand have managed to generate short lead-time orders for household appliance application...
China-based cloud service providers (CSP) have placed short lead-time orders for HBM memory with Samsung Electronics, purposely stockpiling HBM chip inventory ahead of time due to...
The explosive growth in Generative AI (GenAI) business opportunities spurred by ChatGPT drives the demand for hardware and software related to the GenAI supply chain. TSMC, the sole...
Nvidia has placed orders with TSMC for its China-bound AI processors that necessitate SHR (Super Hot Run). The commencement of fulfillment is planned for the first quarter of 2024,...
Taiwan-based Chicony Electronics, dedicated to supplying computer keyboards, digital video cameras and other peripheral devices, is cautious about its sales momentum for the third...
DRAM market conditions have gradually been consolidating and formed the price bottom, but the NAND Flash inventory level is still high. Yet since the price has fallen below the manufacturers'...
An influx of Nvidia orders requiring super hot runs (SHR) have shored up capacity utilization rates for TSMC's 5nm process platform to almost full, according to industry sources.
The passive components sector is expected to embrace a normal peak season in the third quarter of 2023, as materials suppliers for the components have seen customers turn aggressive...
Taiwan's IC design houses managed to end the first quarter of 2023 with impressive revenue performances, bolstered by larger-than-expected replenishment orders and shipments, but...
Taiwan's IC design houses are expected to breath a slight sigh of relief in late first quarter or the second quarter thanks to frequent influx of rush orders, but end-market sources...
A price war between Taiwanese and Chinese suppliers of MCUs for consumer applications will persist in the first half of 2023 as they remain under pressure to trim inventories amid...
Most Taiwan IC design houses have seen shipments suffer a freeze in the fourth quarter of the year, and their sales are expected to stay in low gear in the first half of 2023 amid...
Despite a sudden, end-of-year order surge for China's optical telecommunications sector, the fierce price competition of 5G equipment and product specification changes have resulted...
Taiwan's IC substrate supplier Nan Ya PCB has witnessed a surge in rush orders for BT substrates needed to process memory and other chip solutions for mobile smart devices and TV...
Taiwan's OSATs remain uncertain about the arrival of orders from Nvidia and AMD for processing their new GPU chips, and are expected to see their high-end packaging and testing capacities...
