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Friday 2 August 2024
Transcend expects rising demands for memories in 2H24
Transcend Information reported consolidated revenue of NT$2.33 billion (US$71.05 million) for the second quarter of 2024, a 14.7% decrease from the previous quarter and a 5.6% decrease...
Thursday 6 June 2024
Memory module manufacturers compete to ride AI growth wave; gather at Computex 2024 to showcase results
The memory industry is reaching new heights riding the AI wave.
Wednesday 5 June 2024
DDR5 prices have room for further 10-20% rise
Major chipmakers have already allocated production capacity for DDR5 chips in 2024, suggesting that prices are unlikely to decrease. DDR5 prices have room for another 10-20% increase...
Wednesday 8 November 2023
Memory market shows signs of recovery, says Transcend
The memory market has shown signs of recovery, according to Peter Shu, chairman of memory module manufacturer Transcend Information. Memory chipmakers have purposefully limited their...
Tuesday 12 September 2023
Transition, transform, transcend
Taiwan excels in manufacturing, particularly in the realm of "hidden champions" within this sector. These companies often lack their own brands but instead specialize in specific...
Tuesday 8 August 2023
Industrial memory module specialists see demand pick up
Industrial memory module demand is poised to pick up at a gradual pace in the second half of this year, while inventory adjustments for consumer DDR4 and SSD devices are proceeding...
Friday 4 August 2023
Memory module maker Transcend sees 71.9% quarterly growth as memory price decline slows
In the second quarter of 2023, memory module manufacturer Transcend benefited from an increase in gross profit margin and non-operating income, resulting in a net profit of NT$400...
Monday 6 March 2023
Memory module house Transcend posts 3% profit drop in 2022
Transcend Information has reported net profits slipped 3.1% on year to NT$2.45 billion (US$80.2 million) in 2022, when revenue declined 15.3% to NT$12.1 billion.
Monday 14 November 2022
Memory module vendors gearing up to lower inventory losses
DRAM and NAND prices continue trending downward amid rising inventory levels at upstream suppliers and declining terminal demand, and may not start to pick up slowly until late first...
Wednesday 10 August 2022
Transcend posts profit surge in 2Q22
Memory module house Transcend Information has reported net profits surged 46.9% sequentially to NT$1.15 billion (US$38.4 million) in the second quarter, when gross margin climbed...
Friday 6 May 2022
Adata, Transcend post profit increases in 1Q22
Memory module maker Adata Technology saw its net profits hike over 700% on year in the first quarter of 2022, while earnings at fellow company Transcend Information climbed nearly...
Monday 15 November 2021
Taiwan DRAM firms to see gross margin drop in 4Q21
With DRAM memory prices starting to fall in the fourth quarter of 2021, Taiwan-based chipmakers and module houses are poised to see their gross margins decline during the quarter,...
Monday 8 November 2021
Adata upbeat about 2022 DRAM market; Transcend cautious
Adata Technology has said it remains upbeat about the DRAM market outlook next year, believing DRAM spot prices are about to hit bottom and start recovering. Fellow memory module...
Tuesday 14 September 2021
Industrial memory demand slowing down
Industrial memory demand picked up in the second quarter, but has started slowing down during the latter half of the third quarter due to seasonal factors, according to industry so...
Thursday 22 April 2021
ChipMOS to expand backend capacity for memory chips
Backend house ChipMOS Technologies will expand production capacity for memory chips by 30-40% in 2021 to meet strong demand from major memory module makers in Taiwan, according to...
Research Report Database
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