CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
Thursday 17 October 2024
Passive components supply chain upbeat about 2025 thanks to AI boom
Taiwan's passive components supply chain is anticipating a favorable market outlook for 2025 as a result of the demand generated by AI device applications, according to industry so...
Thursday 17 October 2024
Himax and Elan capitalize on rising demand for AI PC touchscreens
Even though a true AI PC sales boom has yet to materialize, both supply chain firms and end-user brands are already innovating in terms of AI PC functions and designs. For Taiwanese...
Thursday 17 October 2024
Testing interface sector thrives as AI boom and mobile market fuel demand
The ongoing surge in generative AI is propelling demand for advanced testing technologies, with leading testing interface providers Winway and MPI reporting impressive financial results...
Thursday 17 October 2024
Rivals turn allies: Intel, AMD unite to counter Arm
Intel and AMD's surprise alliance has stirred industry discussions, given their history of rivalry.
Thursday 17 October 2024
ASML's 3Q24 miss: Intel, Samsung's order cuts deal a heavy blow to bookings as TSMC gains
ASML, a leader in producing the world's most advanced chipmaking tools like High-NA EUV machines, unexpectedly released its latest financial report early. The report revealed a weaker-than-expected...
Thursday 17 October 2024
ASML eyes price increase in 2025 talks with TSMC, defying cost-cutting pressures
Senior executives at ASML and TSMC will soon begin negotiations on equipment purchase prices for 2025. The outcome of the negotiations between the two parties influences not only...
Thursday 17 October 2024
ASML's plunging net bookings highlight Intel and Samsung's investment struggles, says DIGITIMES Research
ASML's latest financial report reveals a significant year-over-year decline in net bookings, exceeding 50% sequentially. The company has also revised its 2025 revenue guidance downward...
Thursday 17 October 2024
ASML slashes 2025 forecast as chip industry adjusts to post-pandemic realities
ASML's significant decline in net bookings indicates the semiconductor industry's adaptation to post-pandemic market conditions, which were previously disrupted by global chip supply...
Thursday 17 October 2024
ASML factors in potential new export curbs on China in financial guidance
Following the early release of its third-quarter financial results, ASML's senior executives explained the factors behind the decline in net bookings and the reduced sales forecast...
Thursday 17 October 2024
8-inch SiC substrate prices tumbling amid 6-inch collapse
The price collapse of 6-inch silicon carbide (SiC) substrates is taking its toll on the 8-inch segment, where volume production has yet to begin but prices are already tumbling, according...
Thursday 17 October 2024
Speculation arises around Nvidia CEO's January travel to Taiwan
According to industry speculation, Nvidia CEO Jensen Huang will return to Taiwan on or around January 17, 2025, if no unexpected events occur. Aside from attending Nvidia's annual...
Wednesday 16 October 2024
Samsung struggles with unions on both domestic and international fronts amid profit slump
Samsung Electronics reported an operating profit of less than KRW10 trillion (approx. US$7.42 billion) for the third quarter of 2024. In addition to its poor financial performance,...
Wednesday 16 October 2024
2025 DRAM expansion strategies: Samsung's conservative approach vs. SK Hynix's aggressive stance
The DRAM equipment investment plans of Samsung Electronics (Samsung) and SK Hynix in 2025 may vary based on the sales of high bandwidth memory (HBM).
Wednesday 16 October 2024
Samsung Galaxy S25 faces AP choice dilemma, with early November as final deadline
Samsung Electronics is currently grappling with the choice of application processors (AP) for its Galaxy S25 series, but time is running out to make the final decision.
Wednesday 16 October 2024
India's L&T Semicon targets automotive, industrial, and energy sectors
L&T Semiconductor Technologies aims to roll out its products by 2024, targeting the automotive, industrial, and energy sectors.