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Friday 10 May 2024
AI helps TSMC create second-highest monthly revenue in April
TSMC reported consolidated net revenue of over NT$236 billion (US$7.3 billion) in April 2024 while Apple's iPhone deliveries slowed and the company still experiences the aftereffects...
Friday 10 May 2024
SMIC warns of growing chip pricing competition in China
Semiconductor Manufacturing International Corp. expects its average selling price to fall this quarter as chipmakers increase capacity, raising the alarm about growing price competition...
Friday 10 May 2024
Panasonic's battery unit benefits from US subsidy as weak EV demand to impact sales
Panasonic Group reported a record-high net income for the fiscal year ending in March 2024. Its battery business received significant tax credits from the US Inflation Reduction Act...
Friday 10 May 2024
ChipMOS raises capex for high-end DDI backend demand
Backend house ChipMOS Technologies has made upward revisions to its capex for the second half of 2024 in response to strong demand for high-end Display Driver ICs (DDI), according...
Friday 10 May 2024
IntelliEPI secures second-phase defense contract from the US SBIR
Yung-chung Kao, the chairperson of compound semiconductor manufacturer IntelliEPI, expressed that the market for Gallium antimonide (GaSb) wafers is rapidly expanding.
Friday 10 May 2024
Slow EV demand gives Magna double hit
Magna International's Austrian plant is experiencing a double hit resulting from the sluggish EV demand. An EV startup customer has filed for bankruptcy, and orders from legacy automakers...
Thursday 9 May 2024
SK Hynix subsidiary in China reportedly to sell 49.9% stock to local business
As a subsidiary of SK Hynix, SK Hynix System IC is reportedly in the process of selling its equity in Wuxi, China. It is anticipated that in the future, SK Hynix System IC Wuxi will...
Thursday 9 May 2024
Alltek accelerates developing wide band-gap semiconductors due to data center electricity demand
Hung-chang Hsieh, CEO of the IC distributor Alltek Technology, stated that in recent years, the increase in interest rates has led to higher financial costs and changes in industry...
Thursday 9 May 2024
Major CSPs account for nearly 70% market share as AI demand drives cloud computing growth
With the release of Amazon's latest earnings report, the revenue performances of the top three North American cloud computing service providers (CSPs) for the first quarter of 2024...
Thursday 9 May 2024
Taiwan system assemblers pursue profit growth amid unclear iPad demand
Taiwan-based system device assemblers are seeking profit growth by expanding output and component integration, as the tablet market sees limited momentum and demand for Apple's latest...
Thursday 9 May 2024
TSMC may soon see 3nm capacity supply fall short of demand
TSMC has already seen utilization rates for its 3nm family climb to more than 95%, and with strong demand from customers, including Apple, for its N3E process, capacity supply at...
Wednesday 8 May 2024
AI server demand fuels DRAM titans battle over HBM
The surging of AI servers has skyrocketed the demand for High-Bandwidth Memory (HBM).
Wednesday 8 May 2024
Murata sees smartphone components recovery in 2024
MLCC manufacturer Murata Manufacturing Co., Ltd. stated that demand for components in smartphones is recovering, and there is also expected growth in demand related to automotive...
Wednesday 8 May 2024
GlobalWafers bullish about HBM memory demand
AI is fueling demand for HBM memory, and silicon wafer company GlobalWafers is gearing up for the demand surge with additional production capacity, according to company chairperson...
Wednesday 8 May 2024
DDI firm Novatek expects TV demand to sustain 2Q24 growth
Display Driver IC (DDI) specialist Novatek Microelectronics has observed TV customers aggressively prepare for replacement demand ahead of impending sporting events this year, anticipating...