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Friday 2 August 2024
TSMC to see HPC chip sales boom despite smartphone slowdown
TSMC has warned of a slowdown in smartphone chip demand, but is bullish about sales generated from the HPC sector.
Thursday 1 August 2024
LandMark projects 3Q24 growth from silicon photonics surge for AI, data center apps
Epitaxial wafer manufacturer LandMark Optoelectronics expects its product mix improvement to drive revenue and profit growth in the third quarter, as US silicon photonics customers...
Thursday 1 August 2024
India smartphone shipments decline as MediaTek strengthens lead in AP market
India's smartphone shipments fell by 2% last quarter, with the premium segment surging. MediaTek led the chipset market with a 54% share, while Qualcomm maintained dominance in the...
Thursday 1 August 2024
Lenovo aims for all PCs to be equipped with AI by 2027 and smartphones to achieve double-digit growth
Luca Rossi, president of Lenovo's Intelligent Devices Group (IDG), stated that all Lenovo PC products will feature AI functions by 2027. Additionally, Lenovo aims to enhance its smartphone...
Thursday 1 August 2024
Dixon doubles sales and profit amid Indian smartphone localization
India-based EMS giant Dixon Technologies doubled its sales and profits in the past quarter. The company anticipates a 10 million unit increase in smartphone production capacity following...
Thursday 1 August 2024
Qualcomm reports strong Q3 results but expects flat handset market growth in 2024
Despite achieving results at the top end of its guidance, Qualcomm anticipates stable performance in the smartphone and automotive markets, even as it expands its market share in...
Thursday 1 August 2024
CHPT forecasts Q3 growth driven by HPC demand and smartphone replacement season
Chunghwa Precision Test (CHPT), a leading probe card manufacturer, anticipates strong performance in the second half of 2024, with growth driven by increasing demand for high-performance...
Thursday 1 August 2024
AI drives record licensing revenue for Arm; 2025 guidance remains unchanged amid end-market uncertainties
Fueled by rising AI-driven demand for energy-efficient chips, Arm reported a 70% increase in its license revenue. Although royalty revenue from smartphones grew by 50%, the results...
Thursday 1 August 2024
MediaTek enjoys robust 4G SoC sales in emerging markets
MediaTek's 4G smartphone SoC sales in emerging markets will continue to be the primary driver of its overall mobile phone chip shipments in the third quarter of 2024, while 5G SoC...
Thursday 1 August 2024
UMC expects sales growth in 3Q24 along with increased fab utilization
Pure-play foundry United Microelectronics (UMC) expects to post a mid-single-digit sequential increase in wafer shipments with about flat growth in ASPs in the third quarter of 2024,...
Thursday 1 August 2024
Unimicron reports quarterly growth as LEO satellite demand boosts HDI revenue
Unimicron, Taiwan's leading ABF carrier board manufacturer, is experiencing a gradual recovery in the semiconductor industry as consumer electronics and PC/NB products return to their...
Wednesday 31 July 2024
Faraday expects 10% revenue growth in 3Q24
Faraday Technology, a Taiwan-based provider of fabless ASIC services and silicon IP, anticipates a sequential increase in revenue of approximately 10% in the third quarter of 2024...
Wednesday 31 July 2024
Macronix expects NOR flash sales to return to growth in 2H24
Chipmaker Macronix International expects its NOR flash sales to return to a growth track in the second half of 2024, with a recovery in prices.
Wednesday 31 July 2024
Microsoft reports cloud revenue growth slowdown, plans increased capex to meet AI demand
Microsoft reported a deceleration in its cloud business growth for the fourth quarter of fiscal 2024, which ended in June. Despite this, CEO Satya Nadella emphasized that generative...
Wednesday 31 July 2024
PC replacement demand is unlikely until 2025, says Realtek
In its market forecast for the third quarter of 2024, Realtek anticipates significant contributions from the network communications and automotive sectors in the second half of the...