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Thursday 11 April 2024
Intel can expand foundry market share
Intel can increase its influence in the foundry business and challenge TSMC's dominance, according to industry sources.
Wednesday 10 April 2024
TSMC sees 1Q24 revenue top guidance
TSMC has announced revenue of NT$592.64 billion (US$18.5 billion) for the first quarter of 2024, down 5.3% sequentially but up 16.5% year-on-year.
Wednesday 10 April 2024
GIS expects bounce back as new Apple product shipments start to contribute in 2Q24
Apple's supply chain underwent inventory adjustments in 2023, which resulted in sluggish operational shipments. Touch panel manufacturer GIS, which saw its performance hit rock bottom...
Wednesday 10 April 2024
Taiwanese suppliers reduce deliveries to Chinese carmakers as auto market reshuffles
China is experiencing a reshuffling of the EV market after rapidly scaling the sector. As the situation intensifies, some automotive parts companies have gradually reduced supplies...
Wednesday 10 April 2024
'Old for new' policy from China is good news for home appliance MCU market
The Chinese government is pushing large-scale equipment upgrades and a trade-in policy of exchanging old consumer goods for new ones.
Wednesday 10 April 2024
Intel introduces Gaudi 3 made by TSMC to mount counterstrike in data center market
Intel rolled out the Gaudi 3, an AI chip made with TSMC's 5nm process node, looking to provide an alternative in a market dominated by Nvidia.
Tuesday 9 April 2024
Research Insight: Taiwan's IPC industry revenue projected to surge 8.8% in 2024
The total revenue of Taiwan's industrial PC (IPC) industry is projected to increase by 8.8% year-on-year to NT$308.68 billion (US$9.598 billion) in 2024, with most Taiwanese IPC makers...
Tuesday 9 April 2024
China, South Korea worry local battery makers' overseas expansion will impact global dominance
Chinese and South Korean battery manufacturers dominate LFP and ternary batteries for EVs and energy storage systems (ESS). However, as companies expand into foreign markets, the...
Tuesday 9 April 2024
Huawei P70 series to come strong; Apple sales to suffer
Huawei is poised to launch its new P70 smartphone series in 2024.
Monday 8 April 2024
Epileds: Demand for automotive applications rising in 2Q, 3Q24
The market conditions will improve in the second and third quarters of 2024 compared to the same period in 2023, said LED chip manufacturer Epileds chairperson Hsu Ming-Sen.
Monday 8 April 2024
IC design firms may tone down forecasts amid end market rumbles
Recent news in the consumer electronics market has been cause for some concern, as the PC market in China is seeing weak demand and high inventory levels, while smartphone sales have...
Monday 8 April 2024
India expected to become third-largest market for Apple, says Counterpoint
Although Apple faces challenges in China, India may emerge as Apple's next growth engine and become one of the company's major markets in the coming years.
Monday 8 April 2024
Blue-ocean market opportunities for LLM applications, says APMIC CEO Jerry Wu
The landscape of Large Language Model (LLM) applications is still a blue-ocean market boasting wide-open opportunities, with OpenAI being just one of the players in the field, as...
Monday 8 April 2024
Amid US-China spat, new opportunities for Taiwan-based battery material suppliers
Prices have dropped for nickel and lithium, key materials used in batteries for Electric Vehicles (EV), as growth in the EV market has slowed. Even as suppliers begin to reduce production,...
Monday 8 April 2024
IPC makers eyeing AI application services as new profit path
The rise of Artificial Intelligence (AI) has prompted Industrial PC (IPC) manufacturers to expedite the transformation and enhancement of their business models, with a keen focus...