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Friday 26 April 2024
Microsoft sees record third-quarter revenue thanks to AI
Microsoft reported strong quarterly results. The surge was driven by corporate demand for Microsoft's cloud and AI offerings, particularly Azure. Microsoft plans to ramp up Capex...
Friday 26 April 2024
ASEH expects core backend biz to post growth in 2Q24
ASE Technology Holding (ASEH) expects its core IC Assembly, Testing, and Material (ATM) business to see sequential revenue growth in the second quarter of 2024.
Thursday 25 April 2024
Parade expects demand for AI PC, AMOLED iPad to drive 2H24 growth
High-speed transmission chip specialist Parade Technologies expects demand for AI PCs and AMOLED iPads to drive its sales growth in the second half of 2024.
Thursday 25 April 2024
Panel makers see market bottom out
Innolux and AUO stated that the panel industry has bottomed out in the first quarter of 2024 and they are projecting double-digit revenue growth from their automotive applications.
Wednesday 24 April 2024
Quantum startup investments' 20% annual growth surprise industries
The governments of Europe, the US, Japan, and China see quantum computers as a long-term strategic investment project. With the support of stable and long-term funding, the related...
Wednesday 24 April 2024
EV golden cross above ICE vehicles might come later as demand slows
As more EV models are available and prices decrease, EV sales have grown notably in recent years. However, the growth rate will slow in 2024, making one wonder whether the "golden...
Wednesday 24 April 2024
Lotes expects 2024 growth despite being dropped from Apple supplier list
Although Lotes was removed from the latest Apple supplier list, the company is expected to see growth momentum in 2024 thanks to new server, desktop, and notebook launches that will...
Wednesday 24 April 2024
After low point in 1Q24, CWTC eyes return to growth for remainder of 2024
Chang Wah Technology (CWTC), a major supplier of IC lead frames, held its earnings call on April 23 in conjunction with its parent company Chang Wah Electromaterials (CWE), during...
Tuesday 23 April 2024
Himax expects edge AI chip sales to climb
Taiwanese Display Driver IC (DDI) manufacturer Himax Technologies expects the proportion of revenue from its WiseEye series of edge AI chips to climb to more than 10% in 3-5 years.
Friday 19 April 2024
SK Hynix is set to surf AI wave as rivals confirm growing demand
SK Hynix Inc. will have to contend with high expectations when it reports next week after solid earnings from the likes of Micron Technology Inc. cemented optimism about demand for...
Friday 19 April 2024
CFTC to embrace growth in 2024, with steady automotive and rising HDD orders
As the global EV market experiences a slowdown, and even market leader Tesla is forced to begin layoffs, high-end precision stamping company China Fineblanking Technology (CFTC) has...
Thursday 18 April 2024
TSMC expects 6% revenue growth in 2Q24
TSMC expects to post revenues of between US$19.6 billion and US$20.4 billion in the second quarter of 2024, representing a 6% sequential growth and a 27.6% year-over-year increase...
Thursday 18 April 2024
GenAI-capable smartphone shipments to quadruple
According to a recent Counterpoint Research report, the share of GenAI smartphones in overall smartphone shipments would reach 11% by 2024 and 43% by 2027, passing 550 million units...
Thursday 18 April 2024
Panel industry cycle changed by production control: Peak season may not take place in 4Q24
Production control has changed the panel industry cycle that has persisted for two decades. The industry may not see a peak season in the fourth quarter of 2024 as it used to, and...
Wednesday 17 April 2024
TSMC No.1 and Nvidia posts triple-digit growth in TechInsights 2023 top-25 chip suppliers rankings
Semiconductor research platform TechInsights released the final 2023 ranking of the top 25 semiconductor suppliers based on sales revenues, which showed that no new suppliers broke...