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Friday 26 January 2024
Price war in Chinese car market impacts Nidec's earnings forecasts
The fierce price cuts persisting in China and other EV markets have burdened automotive suppliers. Japan-based Nidec, an electric motor drive technology provider, just scaled down...
Friday 26 January 2024
Tesla earnings report: 3 things to watch
Tesla's earnings call on January 24 garnered great attention amid the intense competition between Tesla and BYD in the electric vehicle (EV) sector.
Tuesday 14 November 2023
Foxconn 3Q23 earnings call: Sharp, audits in China, and new businesses
Foxconn is holding its third-quarter earnings call on November 14. The firm's revenue for the third quarter was NT$1.54 trillion (around US$47.74 billion), which is the second highest...
Monday 30 October 2023
Is Huawei stepping out of sanction shadow? Jan-Sept earnings and sales growth don't add up
Although Huawei's smartphone and car business success this year has been hailed as a turning point that left the impact of the US sanctions behind, Huawei's Q1-Q3 earnings numbers...
Friday 27 October 2023
Flexium expects sales to peak in 4Q23
Flexium Interconnect, a company specializing in flexible PCBs, expects its sales to peak for 2023 in the fourth quarter.
Wednesday 25 October 2023
AI to boost terminal device replacement
AI will drive demand for PC, handset, and other terminal device replacements, according to sources at chipmakers.
Friday 20 October 2023
World's biggest battery maker CATL earnings miss as EV sales dip
Contemporary Amperex Technology Co. Ltd., the world's biggest battery maker, posted third-quarter net income and revenue that missed estimates as a slight cooling of demand for electric...
Friday 20 October 2023
TSMC expects growth year in 2024
TSMC expects 2024 to be a "healthy" growth year for the pure-play foundry despite uncertain macro conditions, according to company CEO CC Wei during an earnings conference call on...
Monday 16 October 2023
TSMC expected to uphold performance guidance in upcoming earnings call, defying downward revision
TSMC's anticipated second-half performance during the peak season may not meet expectations. However, market sentiment is shifting towards an optimistic outlook for a rebound in 20...
Tuesday 12 September 2023
MediaTek sees August revenue hit 5-month high
MediaTek has reported August revenue climbed about 33% sequentially to a five-month high of NT$42.26 billion (US$1.32 billion).
Monday 4 September 2023
L40S GPU is key to Nvidia's optimistic earnings forecast
The US$16 billion sales target that Nvidia set for its present quarter (August-October), indicates a nearly 170% increase year-on-year. This is really unusual for Nvidia, which has...
Monday 21 August 2023
TSMC maintains revenue outlook for 2023
In response to recent media reports indicating that TSMC may once again reduce its revenue growth forecast for this year, the pure-play foundry reiterated the guidance provided at...
Wednesday 16 August 2023
Huawei posts over 200% growth in profit in 1H23
According to Huawei's latest earnings report for the first half of 2023, the US-sanctioned telecom equipment giant reported sales of CNY310.9 billion, up 3.1% from a year ago, with...
Thursday 10 August 2023
TSMC, VIS post over 10% sequential revenue increases in July
TSMC and specialty IC foundry Vanguard International Semiconductor (VIS) have reported sequential revenue increases of 13.6% and 14.4%, respectively, in July.
Monday 24 July 2023
With MediaTek's earnings call on the horizon, inventory clearance progress receives attention
MediaTek's earnings call is set to be held on July 28. Recent market news includes TSMC releasing a conservative outlook for the year's second half. Additionally, MediaTek's shareholders'...
Next-Gen Retail Revolution: The Power of Edge AI and Cloud Surveillance
Summary of Tech Supply Chain News!
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
Competitive color technologies expand e-paper market potential, moving beyond zero-sum game, says DIGITIMES Research
Global smartphone shipments from Chinese brands to rise in 3Q24 and 4Q24, says DIGITIMES Research