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NEWS TAGGED 1Q24
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...
Wednesday 27 December 2023
Apple Vision Pro to hit market shelves in 1Q24
Supply chain sources indicated that the Apple Vision Pro is expected to be available in the first quarter of 2024, with an annual shipment threshold of 400,000 units.
Tuesday 26 December 2023
Mobile phone IC stockpiling to slow in 1Q24 with recovery prospect uncertain
Mobile phone IC suppliers have witnessed an increase in replenishment demand since the fourth quarter of 2023, particularly from Chinese brand vendors. This pace of replenishment,...