CONNECT WITH US
NEWS TAGGED INVENTORY
Tuesday 15 August 2023
Niche IC distributor ANStek sees customers place orders with caution
Taiwan-based Answer Technology (ANStek), which distributes mainly ICs for niche-market applications, has seen its customers place orders with caution as a result of a slower-than-anticipated...
Friday 11 August 2023
ESMT still under pressure from high-ASP wafer inventory
Niche-market memory IC design house Elite Semiconductor Memory Technology (ESMT) will continue to adjust its cost structure in the second half of 2023, as pressure from high-ASP wafer...
Wednesday 9 August 2023
PMIC supplier GMT seeks to complete inventory correction by 4Q23
Power management IC (PMIC) vendor Global Mixed-Mode Technology (GMT) is looking to return its inventory to normal levels in the fourth quarter of 2023.
Tuesday 8 August 2023
Passive component inventory adjustment continues; suppliers rush to break into AI server supply chain
With the overall economy yet to improve and customer inventory adjustments continuing, passive component suppliers have called 2023 a year where "the slack season is slacking, but...
Tuesday 8 August 2023
Realtek conservative about 2H23 prospects
IC design house Realtek Semiconductor is cautious about its sales prospects for the second half of this year, despite experiencing a substantial increase in revenue during the second...
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...
Tuesday 8 August 2023
Network device assemblers guardedly optimistic about 2H23
Taiwan-based network equipment assemblers have voiced cautious optimism regarding the second half of this year, due to ongoing inventory adjustments by telecom channel and data center...
Monday 7 August 2023
Winbond slowing output cut, to equip new plant in 4Q23
The 30–40% reduction in output at Winbond Electronics' wafer fab in Taichung (central Taiwan) has been reduced to less than 20%, and the memory chipmaker plans to begin installing...
Monday 7 August 2023
UMC posts flat July revenue
Pure-play foundry United Mircroelectronics (UMC) has reported revenue of NT$19.06 billion (US$601.3 million) for July 2023, essentially unchanged sequentially. However, compared to...
Thursday 3 August 2023
CCL firm Iteq upbeat about demand for high-end car electronics
Iteq, which specializes in high-speed and high-frequency copper-clad laminates (CCL), remains optimistic about demand for high-end automotive electronics and believes its deployment...
Tuesday 1 August 2023
Inventory adjustment for ABF substrates extends to 2024; long-term optimism about AI driving demand
The ABF substrate industry is facing a short-term headwind. Unimicron, whose ABF substrate business accounted for 52% of its revenue in 2Q23, admitted during its earnings call that,...
Monday 31 July 2023
Samsung and SK Hynix to cut NAND output further
Since the second half of 2022, the memory down cycle has seen demand declining, inventories piling up, and prices continuing to fall. Samsung's DS department reported revenue of KRW14.73...
Thursday 27 July 2023
AUO sees rising panel demand in 2H23, says chairman
The panel industry is showing strong signs of recovery and growth in the second half of 2023, with improvements in order visibility and a more balanced supply and demand, as stated...
Monday 24 July 2023
With MediaTek's earnings call on the horizon, inventory clearance progress receives attention
MediaTek's earnings call is set to be held on July 28. Recent market news includes TSMC releasing a conservative outlook for the year's second half. Additionally, MediaTek's shareholders'...
Friday 21 July 2023
OSATs' wafer bank inventory digestion may last into 2024
OSATs could still be digesting inventory in their wafer banks for some handset applications in 2024 if handset brand vendors continue to see weak sales, according to industry sourc...