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NEWS TAGGED 1Q24
Friday 2 February 2024
Global server market, 4Q 2023

Introduction

Thursday 1 February 2024
Qualcomm returns to growth, warns of persisting near-term high inventories
After experiencing four consecutive quarters of declining sales and earnings year-on-year, Qualcomm's latest report signaled a resurgence in growth.
Thursday 1 February 2024
LandMark Optoelectronics eyes silicon photonics, AI wearable fueled growth in 1Q24
Taiwan's LandMark Optoelectronics Corporation (LMOC), a key player in manufacturing GaAs and InP-based epiwafers, is poised to sustain its growth momentum into the first quarter of...
Thursday 1 February 2024
UMC expects 5% wafer ASP drop in 1Q24
Pure-play Foundry United Microelectronics (UMC) anticipates a 2-3% sequential increase in wafer shipments in the first quarter of 2024, while wafer ASPs would decrease by 5% quarter...
Wednesday 31 January 2024
Macronix to see operations hit bottom in 1Q24
ROM and flash memory maker Macronix International expects its operations to hit rock bottom in the first quarter of 2024, followed by a gradual recovery later in the year.
Monday 29 January 2024
Companies affected by Ishikawa earthquake to resume production in 1Q24, Murata may need to wait longer
It has been three weeks since the January 1 earthquake in Ishikawa. Rescue and evacuation efforts have mostly concluded, and reconstruction is now underway. Affected electronic component...
Thursday 18 January 2024
TSMC expects about 6% revenue decrease in 1Q24
TSMC expects to post revenues of between US$18 billion and US$18.8 billion in the first quarter of 2024, a 6.2% sequential increase at the midpoint. Gross margin and operating margin...
Wednesday 17 January 2024
TSMC to see all fab capacity utilization improve in 1Q24
TSMC's fab capacity utilization rates will increase across the board in the first quarter of 2024, according to sources at semiconductor equipment companies.
Monday 15 January 2024
Display fab utilization to drop to 68% in 1Q24, says Omdia
As per the most recent report from Omdia, the overall utilization of display fabs is projected to fall to 68% in the first quarter of 2024. This decline is attributed to sluggish...
Thursday 11 January 2024
TSMC sees 2023 revenue beat forecast
Pure-play foundry TSMC has announced revenue decreased 4.5% year on year to NT$2.16 trillion (US$69.5 billion) in 2023, compared to its previous prediction of a 10% decline in US...
Tuesday 9 January 2024
Foxconn revenues hit the second-highest record in 2023; back to usual seasonal level in 1Q24
Foxconn Electronics (Hon Hai Precision Industry) reported consolidated revenues of NT$460.12 billion (US$14.72 billion) for December 2023 with the amount for the fourth quarter hitting...
Tuesday 9 January 2024
DRAM recovery faster than expected? Samsung rumored to reduce production cutback in 1Q24
With DRAM prices showing an upward trend and sales increase of high-value-added products, there are predictions that Samsung Electronics may significantly scale down its DRAM production...
Friday 5 January 2024
DRAM makers plan double-digit price hikes in 1Q24, aiming for 40% annual profit margin
After experiencing a downturn in the past two years, the memory industry is gearing up for an upturn in 2024 thanks to a recovery in demand. Key players, namely Samsung Electronics,...
Thursday 4 January 2024
NAND flash wafer prices to continue rally in 1Q24
NAND flash wafer prices will continue to rise but at a slower pace in the first quarter of 2024, according to industry sources.
Wednesday 3 January 2024
Samsung, Micron mulling DRAM price hike in 1Q24
Memory chip vendors such as Samsung Electronics and Micron Technology are considering raising DRAM prices by 15-20% in the first quarter of 2024, according to sources at memory module...