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Thursday 19 December 2024
Micron sees data center-driven record sales, but guidance disappoints
Micron Technology reported record fiscal first-quarter revenue driven by data center SSD sales, which now represent over half of total revenue. While HBM shipments doubled quarter...
Tuesday 17 December 2024
LGD's OLED gamble: a decade of investments tested as market stalls
LG Display (LGD) has spent over a decade investing in OLED TV panel technology. However, the market's growth remains sluggish as Samsung Electronics and Chinese manufacturers prioritize...
Tuesday 17 December 2024
TSMC chairman reveals shared focus with Elon Musk on humanoid robots
TSMC chairman C.C. Wei revealed that the "richest guy in the world"—widely believed to be Tesla CEO Elon Musk—shared his focus on developing multifunctional robots over...
Monday 16 December 2024
Compeq sees bright future with LEO expansion and Thai plant launch
Taiwan-based HDI board manufacturer Compeq experienced robust revenue performance in November, driven by the heightened demand for tablets and notebooks, steady shipments of low Earth...
Monday 16 December 2024
Jarllytech to expand production capacities in SEA in response to Trump 2.0
With Donald Trump poised to take office in January 2025, the acceleration of supply chain relocation is becoming increasingly evident. Tai-yuan Chang, chairman of Jarllytech, a Taiwan-based...
Thursday 12 December 2024
Coretronic expects growth in imaging and energy-saving product shipments in December
Coretronic reported a self-estimated consolidated revenue of approximately NT$3.219 billion for November 2024, representing an 8% increase compared to the consolidated revenue of...
Thursday 12 December 2024
Apple's Vision Pro sales fall short: high price, limited content deter buyers
Apple's Vision Pro, its first mixed-reality (MR) headset, is approaching its first anniversary in February 2025. However, projections for 2024 shipments stand at just 500,000 units,...
Thursday 12 December 2024
Thinner, lighter foldable phone designs raise technical threshold for supply chain
Foldable smartphone shipment momentum continues to be strong for certain major mobile phone brands despite their low popularity in the end market. However, as development shifts toward...
Thursday 12 December 2024
Qorvo talks challenges of Wi-Fi 7 FEM development
Wireless transmission technology developer Qorvo's Wi-Fi 7 front-end module (FEM) has been adopted into MediaTek's Dimensity 9400 platform, with shipments already underway.
Wednesday 11 December 2024
Pegatron sees November revenue drop 10.58%, forecasts Q4 annual peak
Pegatron reported a November revenue of NT$105.758 billion (US$3.35 billion), reflecting a 10.58% decline from the previous month and a 9.44% decrease compared to the same period...
Wednesday 11 December 2024
Samyang NC Chem targets EUV leadership with 2025 production plans
South Korea's Samyang NC Chem has begun mass production of EUV photoresist materials, aiming to establish itself as a key player in advanced semiconductor processes. The company plans...
Wednesday 11 December 2024
Visual photonics epitaxy rides AI wave with strong growth in optoelectronics
Visual Photonics Epitaxy Co. (VPEC), a GaAs epitaxial wafer maker, is capitalizing on surging demand from AI data centers, boosting its optoelectronic business. The company expects...
Tuesday 10 December 2024
Taiwanese PA makers eye LEO product potential for smartphones
Smartphone shipments underperformed in the second half of 2024, particularly with Android momentum in China slowing compared with the first half of the year. As a result, Taiwanese...
Tuesday 10 December 2024
ODM server shipments stay strong in 2024; benefit from Nvidia Blackwell in 2025
Server ODMs demonstrated strong performance in the fourth quarter of 2024, driven by general purpose (GP) servers filling the gap as AI servers undergo a transitional period. ODMs...
Friday 6 December 2024
Phihong to ramp up production for low-orbit satellite products in 1H25
Leading power supply maker Phihong Technology held its quarterly earnings call on December 5, during which general manager Allan Lin noted that the company has begun low-volume shipments...