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Friday 18 October 2024
Rumors of factory sales resurface, Innolux states there are no existing plans
Following the sale of its Fab 4 to TSMC, rumors have emerged that Innolux may soon sell additional factories to TSMC, causing unease among employees and the supply chain. In response,...
Friday 18 October 2024
Mixed smartphone outlook for Apple and competitors
The outlook for Apple's iPhone and competitors' smartphones may be mixed, but Largan Precision, a leading phone camera lens supplier, remains conservative about the overall market.
Thursday 17 October 2024
TSMC reports soaring profits in 3Q24, US$23.5 billion earned in the first three quarters
TSMC announced its financial results for the third quarter of 2024 on October 17th, reporting consolidated revenue of NT$759.69 billion (approx. US$23.5 billion) and a net profit...
Thursday 17 October 2024
Seres and Huawei's EV collaboration boosts supplier revenue in Q3
Chinese automaker Seres, in partnership with Huawei to produce the Aito EV brand, reported strong financial results for the first three quarters of 2024, driving notable growth for...
Thursday 17 October 2024
Apple AI services to expand next year; potentially squeezing Samsung Galaxy S25's market space
In 2024, despite sluggish global sales of Apple's iPhone 16 series, bank analysts are optimistic about a potential reversal through updates to the company's AI service, "Apple Intelligence."...
Thursday 17 October 2024
Passive components supply chain upbeat about 2025 thanks to AI boom
Taiwan's passive components supply chain is anticipating a favorable market outlook for 2025 as a result of the demand generated by AI device applications, according to industry so...
Thursday 17 October 2024
Lite-On expects strong AI-related sales growth in 2025
Lite-On Technology, a supplier for Nvidia's Blackwell GB200 chip, projects substantial sales growth in AI-related businesses for 2025.
Thursday 17 October 2024
Himax and Elan capitalize on rising demand for AI PC touchscreens
Even though a true AI PC sales boom has yet to materialize, both supply chain firms and end-user brands are already innovating in terms of AI PC functions and designs. For Taiwanese...
Thursday 17 October 2024
ASML factors in potential new export curbs on China in financial guidance
Following the early release of its third-quarter financial results, ASML's senior executives explained the factors behind the decline in net bookings and the reduced sales forecast...
Wednesday 16 October 2024
iPhone 16 series launch delayed in Indonesia due to certification and investment issues
The Apple iPhone 16 series officially launched on September 20, but it has yet to be released in the Indonesian market as Apple continues negotiations with the Indonesian governmen...
Wednesday 16 October 2024
TsangYow sees growth from AM market recovery; Malaysia plant set for 2027 launch
TsangYow, a major transmission system manufacturer, is experiencing positive growth due to the recovery of the aftermarket (AM) component market. The company's monthly revenue continues...
Wednesday 16 October 2024
When will Huawei mobile phones return to the international market?
Huawei's mobile phone business remains constrained by the US semiconductor sales ban, but its sales performance in the Chinese market is gradually improving. The company has stated...
Wednesday 16 October 2024
Samsung ramps up Galaxy S25 launch, set to stock 22 million units by June 2025
Samsung Electronics is set to launch its flagship smartphone Galaxy S25 series in early 2025, with plans to produce approximately 22 million units by June 2025.
Wednesday 16 October 2024
Early consumption could freeze China's auto market in 2025
China saw excellent new automobile sales in October thanks to government incentives. However, concerns have been raised about whether government subsidies are simply encouraging consumers...
Wednesday 16 October 2024
Largan reportedly to address iPhone 16 shipment concerns at October 17 earnings call
As the second wave of iPhone 16 shipments begins, supply chain sources report that sales have underperformed. Apple's 2024 strategy centered on Apple Intelligence, but key features...