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Tuesday 29 October 2024
Taiwan IC design houses to present market overview, visibility at investor meetings
Major Taiwan-based IC design companies, such as MediaTek, Realtek, and Parade, are slated to have quarterly investor meetings this week to discuss their market view and visibility,...
Tuesday 29 October 2024
Samsung and Kioxia reinstate NAND manufacturing cuts
Samsung Electronics and Kioxia both plan to scale back their NAND flash production in the fourth quarter, according to sources within the industry supply chain. This suggests that...
Tuesday 29 October 2024
Automotive power semiconductor orders rise, yet market uncertainty persists
Taiwan-based makers have seen demand for power semiconductors pick up in China's automobile sector, but the automotive market remains challenging in the foreseeable future, according...
Tuesday 29 October 2024
TSMC intends to expand AP8 by acquiring nearby facilities from Innolux, say sources
TSMC, which acquired Innolux's 5.5G LCD fab in Tainan (southern Taiwan) in August, intends to acquire additional Innolux facilities that are adjacent to the one it has already acquired,...
Tuesday 29 October 2024
Memory manufacturers maintain price floor as server contract prices rise in 4Q
With the demand for memory driven by AI servers, the industry initially expected contract prices to ease and decline in the fourth quarter. However, sources within the supply chain...
Monday 28 October 2024
PCB equipment makers eye semiconductor market amid global capacity crunch
The semiconductor industry is currently grappling with insufficient capacity due to a recent surge in global demand. This has prompted major players to explore alternatives, consequently...
Monday 28 October 2024
India roundup: Nvidia pivots to India as growth engine
Nvidia CEO Jensen Huang urges India to be an AI manufacturing powerhouse as well as an exporter. Foxconn procured equipment from Apple amid global production relocation.
Friday 25 October 2024
SK Hynix dismisses HBM oversupply concerns, deepens TSMC partnership for HBM4 development
SK Hynix delivered a record-breaking performance in the third quarter of 2024 with both revenue and operating profit reaching all-time highs, driven largely by its dominance in high...
Friday 25 October 2024
Kioxia and Nanya join forces to develop next-gen DRAM
Japanese NAND flash leader Kioxia has partnered with Taiwan's Nanya Technology to develop groundbreaking DRAM technology that reduces component size by two-thirds. This milestone...
Friday 25 October 2024
NAND flash market faces cyclical downturn amid production adjustments
The NAND flash market is currently experiencing a cyclical downturn due to persistent oversupply conditions. Key factors contributing to this situation include weakening demand from...
Friday 25 October 2024
Tech giants bet on nuclear to power AI: can governments keep up?
The industry's trio of cloud service providers (CSPs) are actively embracing nuclear energy with unprecedented enthusiasm, signaling a major shift in the global energy landscape....
Friday 25 October 2024
PCB top players gather at TPCA 2024, eye AI-driven growth
TPCA Show 2024, Taiwan's premier PCB manufacturing event, spotlights the theme "Innovative AI in PCB," reflecting the transformative impact of generative AI technologies like ChatGPT...
Friday 25 October 2024
Long-range, low-power wireless monitoring WiFi HaLow outdoor IP camera
BRICKCOM Communication Co., Ltd. today announced the launch of its groundbreaking WiFi HaLow outdoor network camera solution designed to address the growing demand for reliable and...
Friday 25 October 2024
Apple reportedly cuts Vision Pro production, pivots to affordable MR headsets for 2025 launch
Apple is scaling back production of its Vision Pro mixed reality (MR) headset, with production potentially halting by the end of 2024. The Information reports, citing multiple...
Friday 25 October 2024
TSMC to see handset chip orders exceed NT$1 trillion in 2024
Despite a rumored drop in iPhone 16 orders, TSMC's handset chip revenue is expected to exceed NT$1 trillion (US$31 million) in 2024, according to supply chain sources.