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Friday 23 August 2024
Key Ware forecasts strong recovery in 2H24 amid PCB supply chain shift to Thailand
Key Ware, a leading manufacturer of PCB drilling equipment, anticipates a strong turnaround in the second half of 2024, driven by increasing demand in Artificial Intelligence (AI),...
Thursday 22 August 2024
Capacitor maker Apaq to expand factory site Malaysia
Apaq Technology, a specialist in solid electrolytic capacitors, has acquired land adjacent to its existing plant in Malaysia for a second phase expansion, with construction expected...
Tuesday 20 August 2024
AMD's buyout of ZT Systems opens new doors for Inventec
AMD has announced its acquisition of server hardware firm ZT System (ZT), with...
Monday 19 August 2024
Intel's 18A under fire: struggling yields, skepticism, and a race against TSMC
Intel has been attempting to shift the narrative to a more positive light following the company's "gruesome" series of trainwrecks that saw a disappointing second-quarter 2024 earnings...
Friday 16 August 2024
Applied Materials upbeat despite Intel's capex cuts; expects strong Chinese demand for packaging and testing despite lower sales contribution
On August 15, Applied Materials held an earnings call, noting that Intel's planned reduction in capital expenditures is expected to have minimal impact on the company. Applied Materials...
Thursday 15 August 2024
Foxconn discusses progress of 3+3 strategy, anticipates returns on semiconductor investments by late 2024
Foxconn held an earnings call on August 14, where it discussed the progress of its 3+3 development strategy.
Wednesday 14 August 2024
Utechzone reports surging profit as foray into advanced packaging pays off
Taiwan-based chip inspection supplier Utechzone has reported substantial growth in earnings, thanks to its successful expansion into the advanced packaging equipment market. The company's...
Wednesday 14 August 2024
EV market outlook optimistic despite short-term fluctuations
The slowdown in the global EV market has affected many companies that have previously benefitted from EV trends. As an example, during its recent earnings call, Delta Electronics...
Tuesday 13 August 2024
Flexium anticipates profitable transformation by 2025 amid stable Q3 operations
Flexium, Taiwan's leading flexible printed circuit (FPC) company, held an earnings call on August 12, highlighting its strategic transformation towards high-frequency transmission...
Friday 9 August 2024
Qisda's forecasts revenue growth as inventory adjustments gradually stabilize
At Qisda's earnings call on August 7, Chairman and CEO Peter Chen announced that the company expects revenue and profits to rise quarterly in 2024. While the first half of the year...
Friday 9 August 2024
SMIC reports improved consumer electronics demand; geopolitical tensions boost performance
SMIC held an earnings call on August 9, saying that demand for consumer electronics was improving, and smartphone makers were building their inventories. Its customers placed orders...
Wednesday 7 August 2024
Intel's telecommunications division likely to face brunt of Intel's massive cost-cutting
Intel recently released a disappointing earnings report, revealing declines in both revenue and operating margin. The company announced comprehensive cost-cutting plans, including...
Tuesday 6 August 2024
FII reports record half-year performance thanks to AI
Benefiting from the ongoing growth driven by the AI server industry, Foxconn Industrial Internet (FII) reported its highest half-year revenue and net profit since going public in...
Friday 2 August 2024
Delta to start shipping AI server liquid cooling products in 3Q
At a recent earnings conference, Ping Zheng, CEO of Delta Electronics, announced that the company's AI server liquid cooling products will start shipping in the third quarter.
Friday 2 August 2024
Global 2024 smartphone sales likely to grow, with AI models leading
In their latest earnings report, mobile chip giants MediaTek and Qualcomm both maintained their previous forecasts for the smartphone market in the second half of 2024. Both companies...
Holtek
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research