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NEWS TAGGED 1H24
Wednesday 6 March 2024
Network communications industry to see strong headwinds in 1H24, says Sercomm's James Wang
James Wang, chairman of major network device manufacturer Sercomm, is expecting pandemic-related overbooking to persist into the first half of 2024, leading to continued inventory...
Friday 1 March 2024
Inventory adjustments a concern in 1H24 says Alpha Networks and Hitron chairwoman, April Huang
According to April Huang, general manager of the networking and communication business group (NCG) at Qisda, inventory adjustments among the company's customers during the second...
Tuesday 23 January 2024
4Q23 PC shipments slip, shipment momentum to return in 1H24
The global PC market ended the fourth quarter of 2023 with a 0.2% year-on-year shipment decrease, according to the latest Counterpoint Research data. This was the eighth consecutive...
Monday 22 January 2024
TSMC and Samsung accelerate UCIe commercialization, entering chiplet mass production race in 1H24
TSMC and Samsung Electronics are gearing up for a chiplet mass production race. Both industry giants are set to materialize the commercialization of UCIe (Universal Chiplet Interconnect...
Monday 15 January 2024
Taiwan's Phison to make high-end server hay with PCIe 5.0 retimer chips
Essential digital retimer chips needed for the server industry's upgrade from PCIe 4.0 to PCIe 5.0 are in short supply.
Wednesday 10 January 2024
Will the notebook industry see a recovery in 1H24?
After a bleak 2023, the notebook supply chain may need to wait even longer for revival as a market recovery is not expected for the first half of 2024.
Wednesday 3 January 2024
South Korean chemical suppliers expect 'warm spring' in 1H24 with Samsung, SK Hynix memory boost
With the recent surge in production line utilization rates at the two major South Korean memory manufacturers, Samsung Electronics and SK Hynix, related suppliers of production materials...
Friday 15 December 2023
Wus Printed Circuit to see sales recover in 1H24
PCB manufacturer Wus Printed Circuit anticipates emerging from the bottom of its operations, with sales beginning to improve in the first half of 2024.
Wednesday 6 December 2023
Inventory adjustments for network chips may persist through 1H24
Marvell Technology's outlook indicates that inventory adjustments for network chips may take longer than expected, possibly lasting through the first half of 2024, according to industry...
Tuesday 5 December 2023
Battery industry to see exits, major players grow larger in 1H24
As battery cell prices slide following declining demand in the automotive and energy storage markets, some players have already dropped out of the increasingly heated competition...
Monday 20 November 2023
TSMC capacity utilization may rebound to 80% in 1H24 on rising demand for advanced processes
TSMC's capacity utilization rate is estimated to pick up slowly through the end of 2023 and rebound to 80% in the first half of 2024, and its US dollar revenue performance this year...
Friday 17 November 2023
Pegatron predicts 1H24 consumer market to remain sluggish; AI PC boom will need to wait
At Pegatron's earnings call on November 14, in addition to revealing its third-quarter operational performance, it also presented its views on the fourth quarter, 2023 as a whole,...
Wednesday 15 November 2023
NAND flash price rally may slow in 1H24
NAND flash spot prices have risen substantially since late July as memory chipmakers scale back output. Prices may experience a deceleration in growth in the first half of 2024 if...