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Wednesday 28 August 2024
US CSPs expected to further raise capex in 2025
Major US-based cloud service providers (CSPs) have estimated their 2024 capex will increase by at least 35% year-over-year, with research firms expecting the amounts to rise further...
Tuesday 27 August 2024
Memory demand may slightly benefit from new Chinese AAA game in 4Q24
The frenzy surrounding the launch of Black Myth: Wukong, China's first AAA game to find success in the global market, has spurred speculation of a ripple effect going into the traditional...
Tuesday 27 August 2024
Hua Hong accelerates 12-inch fab expansion, aims to boost overseas orders by 2025
Hua Hong Group, one of China's two major semiconductor foundries, trails behind Chinese industry leader SMIC in terms of both capacity and market share, holding a global market share...
Tuesday 27 August 2024
Fanuc aims for growth in collaborative robots amid market competition
Global robotics leader Fanuc made its debut at the Taiwan Automation Intelligence and Robot Show (TAIROS) in 2024, showcasing 23 robotic arms, with more than half being collaborative...
Tuesday 27 August 2024
Black Myth: Wukong surpasses 10 million copies sold; supply chain observing demand impact
A Chinese game developer recently launched the AAA title "Black Myth: Wukong," which has sold over 10 million copies globally since its release on August 20. Due to the game's stunning...
Tuesday 27 August 2024
Manz AG anticipates growth in advanced packaging amid CoWoS shortage
The semiconductor industry is experiencing a surge in demand for advanced packaging technologies, driven by the rapid growth of high-end AI servers and generative AI. This trend has...
Tuesday 27 August 2024
Demand for electronic shelf labels to increase through 1H25, says E Ink
Taiwan-based e-paper maker E Ink Holdings is optimistic about the demand for electronic shelf labels (ESL) and expects related orders to continue growing through the first half of...
Tuesday 27 August 2024
Handset panel demand weakening in 2H24
Demand for LTPS LCD and AMOLED handset panels is expected to decelerate in the second half of 2024 with prices weakening, as handset customers start adjusting inventory, according...
Tuesday 27 August 2024
Taiwan-based lead frame manufacturers pivot to AI and automotive sectors amid recovery
Taiwan's lead frame manufacturers are showing signs of recovery, with a strategic focus on high-margin industries such as automotive electronics and high-end servers to boost profitability...
Monday 26 August 2024
MCU industry faces diverging fortunes in China and Taiwan
As the traditional peak season for MCU production approaches in the third quarter, the industry's outlook is characterized by a stark contrast between China and Taiwan. While Chinese...
Monday 26 August 2024
TSMC Kumamoto branch shows investment efficiency, expands general manufacturing
Three years since the Japanese government's decision in 2021 to support Taiwan's large foundry company, TSMC, in establishing a factory in Kumamoto, Kyushu has not only seen growth...
Monday 26 August 2024
Hiwin leverages component expertise, targets custom AI robot market
Leading transmission component manufacturer Hiwin is looking to utilize its advantage in key components to venture into customized AI robots.
Monday 26 August 2024
AI PCs set to challenge Intel, AMD in 2025 Showdown
When will AI PCs take off? The consensus in the PC industry is that 2024's second half will be a warm-up, with a surge in demand expected to unfold gradually in 2025. By then, ARM-based...
Monday 26 August 2024
Kioxia files for October IPO on Tokyo Stock Exchange
Kioxia, a leading Japanese NAND flash memory manufacturer, has filed for an initial public offering (IPO) on the Tokyo Stock Exchange. This highly anticipated IPO is slated for October...
Monday 26 August 2024
India roundup: India sees healthy PC demand in 2Q24
As global PC vendors are grappling with high inventories, India experienced healthy growth in PC shipment. The Indian government may focus on compound semiconductors and silicon photonics...