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NEWS TAGGED 2023
Monday 11 March 2024
Top-5 wafer fab equipment makers see combined revenue slip 1% in 2023
At US$93.5 billion in 2023, the combined revenue of the top five Wafer Fabrication Equipment (WFE) manufacturers decreased by 1% annually due to sluggish memory spending, a macroeconomic...
Monday 11 March 2024
Taiwan wind maker Yen Sun is a big fan of high-end computer cooling opportunities
Fan maker Yen Sun thinks growth lies in high-end computer cooling.
Friday 8 March 2024
Taiwan exports to China see record drop in 2023
Taiwan's exports to China (including Hong Kong) decreased by 18.1% in 2023 compared with 2022, the largest decline in history, according to Taiwan's Mainland Affairs Council.
Thursday 7 March 2024
Taiwan's CCL trio soars with AI servers in 2023, eyes bright 2024
The advancement of AI application is driving significant developments in the essential materials for PCB and HDI, with Taiwan's leading trio in Copper Clad Laminate (CCL) —...
Wednesday 6 March 2024
Mitsubishi Electric says banzai to SiC semiconductors, strengthens market leadership
In 2023, Japan's Mitsubishi Electric announced a new investment in SiC power semiconductors.
Tuesday 5 March 2024
Taiwan CIS earnings calls show light at the end of the tunnel
Earning calls from Taiwan's CIS supply chain promise an uptick in demand in 2024.
Monday 4 March 2024
China's photoresist market on the rise, projection shows US$15 bn by 2023
The intricate process of photoresist development encompasses raw material synthesis and formulation refinement, with the synthesis and purification of photoresist raw materials posing...
Monday 4 March 2024
Global server industry and shipments, 2024

Introduction

Monday 4 March 2024
Nvidia, TSMC's 2nd biggest client in 2023, only behind Apple
Nvidia became TSMC's second-largest customer in 2023, trailing only Apple.
Monday 4 March 2024
AI puts a rocket under HBM demand, SK Hynix rides the wave
The memory industry is set to exit the production cut phase as Generative AI superpowers high bandwidth memory (HBM) and DDR5 demand.
Friday 1 March 2024
Up periscope! The companies hitting the jackpot in the 2024 smartphone lens lottery
Periscope lenses are set to become the staple of high-end smartphones.
Tuesday 27 February 2024
China sees investment frenzy in solar installations in 2023, exacerbating oversupply
In 2023, the solar industry in China experienced a rapid expansion, with a record-breaking addition of 216.9 GW of solar power generation capacity during the period. The industry...
Friday 23 February 2024
Innolux sees recovery in display panel demand for 2024
Innolux anticipates a recovery in display panel demand in 2024 while increasing its deployment in non-display industries.
Friday 23 February 2024
Emerging strong from 2023, Weblink is prepped to seize opportunities in AI
After outperforming its competitors in 2023, Taiwan-based distributor Weblink International is charging even further ahead in 2024, with president Dave Lin noting three main growth...
Friday 23 February 2024
AI to drive touchpad and fingerprint recognition growth, says Elan
Leading touch microcontroller maker Elan Microelectronics is reporting year-on-year increases in revenue and profits for the fourth quarter of 2023 due to inventory destocking and...