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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
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Wednesday 6 November 2024
GlobalFoundries' 3Q24 earnings: 7% revenue growth driven by design wins despite YoY decline
GlobalFoundries (GF) posted earnings results for the third quarter of 2024 that ended September 30, 2024, achieving 7% sequential revenue growth to US$1.739 billion, primarily driven...
Wednesday 6 November 2024
Taiwan IPC makers operation status, 2H24
The IPC market's inventory digestion is nearly at the end in the second half of 2024 with applications such as smart retailing, becoming the key deployment focus of related makers.
Wednesday 6 November 2024
Polarizer firms CMMT boosts high-value product deployment
Polarizer manufacturer Cheng Mei Materials Technology (CMMT) has stepped up its deployment in high-value product segments to alleviate the impact of oversupply in the LCD market which...
Wednesday 6 November 2024
Software-defined vehicles: the AI-driven race to unlock chip potential
Software-defined vehicles (SDVs) are at the forefront of automotive electronic innovation, and the surge in generative AI further amplifies software's transformative power. Yet, as...
Wednesday 6 November 2024
Apple delays affordable MR device, reportedly plans to launch Vision Pro 2 first in 2025
Despite numerous rumors and stories circulating that Apple is developing an affordable mixed reality (MR) device priced around US$2,000, with a potential release as early as 2026,...
Tuesday 5 November 2024
NXP forecasts lower 4Q24 results due to falling auto chip demand and macro issues
NXP Semiconductors anticipates that its revenue and profit performance for the fourth quarter of 2024 will be below market expectations, with an estimated range of US$3 billion to...
Tuesday 5 November 2024
China extends lead over Japan in global auto exports, defying tariff challenges
At the close of October 2024, China and Japan disclosed automotive export figures covering January to September. DIGITIMES Research noted that China's lead over Japan, first...
Tuesday 5 November 2024
AutoSys cuts into supply chain of US, Japan auto makers
Taiwan-based AutoSys, which specializes in algorithms for automotive 360-degree surround image detection and ADAS sensing system fusion, has penetrated the supply chains of the US...
Tuesday 5 November 2024
Ilitek prepares for 2025 expansion with OLED, auto and notebook DDI portfolio
Display driver IC (DDI) specialist Ilitek is poised to re-enter the capital market in late November as ITH Corporation. Ahead of ITH's upcoming listing on the stock market, chairman...
Tuesday 5 November 2024
PC firms see seasonality, US election impact 1H25 sales
Seasonality is anticipated to impact PC sales in the first half of 2025, with the outcome of the upcoming US presidential election expected to send ripples into the industry, according...
Tuesday 5 November 2024
Micro LED's massive application potential reaches turning point, says AUO chairman
As AUO (AU Optronics) undergoes a strategic transformation, the company maintains a cautious stance on fan-out panel level packaging (FOPLP) but shows increased optimism about silicon...
Monday 4 November 2024
Chinese EV makers aim for Europe as budget models flood market
Nikkei reports that dismantling EVs from brands like BYD and NIO reveals a strategic edge: component integration not only helps cut weight but also trims costs significantly...
Monday 4 November 2024
China's EV sector set for major shift by 2025: Supply chain sees new opportunities
Recent policy changes in China signal a comprehensive restructuring of the automotive industry, focusing on enhancing standards, supporting green energy initiatives, and managing...
Monday 4 November 2024
LG Innotek and Semco underperform for 3Q24; both pin their hopes on AI
The two major South Korean component suppliers, Samsung Electro-Mechanics (Semco) and LG Innotek, have released their financial reports for the third quarter of 2024, with performance...
Friday 1 November 2024
Packaging materials supplier CWE optimistic about future growth momentum
Chang Wah Electromaterials (CWE), a Taiwan-based semiconductor materials distributor, has reported revenue and profit margin increases for the third quarter of 2024, driven by stronger...