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Friday 1 November 2024
Samsung leads in Indian smartphone shipment value, followed by Apple
India achieved its highest-ever quarterly smartphone shipment value, driven by a premiumization trend that favored Samsung and Apple. MediaTek dominated the premium mobile AP market,...
Friday 1 November 2024
Samsung DS division's 3Q24 operating profit falls 40%; foundry and system LSI losses mount
Despite achieving record revenue in the third quarter of 2024, Samsung has reported a significant decline in its semiconductor operating profit, which fell by 40% compared to the...
Friday 1 November 2024
BYD quarterly sales top Tesla for first time in 3Q24
BYD's quarterly sales have surpassed Tesla's for the first time in the third quarter of 2024, but ongoing fierce market competition in China's electric vehicle (EV) industry means...
Friday 1 November 2024
ASEH steps up advanced packaging capacity expansion
OSAT ASE Technology (ASEH) has stepped up its pace of capacity expansion for advanced packaging to meet demand for AI device applications, which it anticipates to be a continual growth...
Friday 1 November 2024
Microsoft and Alphabet report strong cloud earnings to ease AI monetization concerns
Cloud giants have recently released their latest financial results, with Alphabet and Microsoft reporting robust cloud performance, easing prior market concerns about the monetization...
Friday 1 November 2024
Favorable forex offsets Apple's China headwinds in 3Q24
During Apple's earnings call on October 31, senior executives emphasized the company's commitment to quality, which has influenced the pace of the Apple Intelligence launch across...
Friday 1 November 2024
Supermicro's financial crisis unfolds, supply chain on the lookout for 2 key issues: An in-depth analysis
Supermicro faces mounting financial scrutiny following the resignation of its auditor, Ernst & Young (EY), over corporate governance and transparency concerns. While supply chain...
Friday 1 November 2024
Apple reports results that meet expectations, but challenges in China loom
Apple's recent quarterly results met market expectations, though challenges in its China business and a significant profit decline signal potential headwinds ahead.
Friday 1 November 2024
Huawei 2024 9-mth report: Revenue rises, net profit dips amid R&D push and US sanctions
Huawei's third-quarter 2024 report reveals strong revenue growth from January to September, driven by consumer electronics, smartphones, and ICT. Despite this, net profit declined...
Friday 1 November 2024
China SiC industry faces restructuring; Taiwan firms seek differentiation
With SiC production capacity rising in China, prices have fallen dramatically, potentially leading to a restructuring of China's SiC industry and prompting Taiwan-based players to...
Thursday 31 October 2024
Could South Korea's interests be behind US potential sanctions targeting Chinese display firms?
John Moolenaar, Chairman of the House Select Committee on the Strategic Competition Between the US and China, has recently written to Defense Secretary Lloyd Austin regarding China's...
Thursday 31 October 2024
Xiaomi CEO Lei Jun calls for understanding as advanced process inflation drives up smartphone prices
The era of advanced process inflation has arrived, with the price of 3nm processes continuing to rise. Key system-on-chip (SoC) components such as Qualcomm's Snapdragon 8 Elite and...
Thursday 31 October 2024
WinSemi sees support from satellite, Wi-Fi 7, optical communications despite weak China handset demand
GaAs foundry house Win Semiconductors (WinSemi) has offered a weak outlook for China's Android phone market in the fourth quarter of 2024, but expects significant results from satellite,...
Thursday 31 October 2024
China's market rescue policies take effect; Holtek expresses optimism for 2025
Microcontroller unit (MCU) manufacturer Holtek has observed increasing demand for small household appliances during China's Singles' Day and Double 12 shopping festivals. The company...
Thursday 31 October 2024
MediaTek enjoys robust sales of flagship mobile SoCs
MediaTek has enjoyed robust sales of its premier mobile SoCs, with the company attributing this gain to the rising acceptance of the Dimensity 9400 series among Chinese flagship ha...