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Monday 29 April 2024
BYD shares face earnings test as China's EV price war heats up
After getting a jump on competitors in the latest round of China's electric-vehicle price war, BYD Co. now faces a key test of proving that it can withstand the impact on profits.
Monday 29 April 2024
With Dimensity 9400 coming in 2H24, MediaTek's flagship SoC aims for 30% market share in China
Responding to various rumors about the company's operations, MediaTek CEO Rick Tsai not only mentioned that the annual revenue growth rate of flagship smartphone SoCs will exceed...
Friday 26 April 2024
Nidec downsizes efforts in China to improve profits generated from fierce EV market
Japan-based electric motor manufacturer Nidec is reducing its products for the Chinese EV sector and planning to increase its sales of electric motors for industrial machinery in...
Friday 26 April 2024
Phison's aiDAPTIV+ poised to bridge the gap in on-device AI fine-tuning, CEO foresees exponential growth
In addressing high computing costs for Generative AI (GenAI), there is a market gap in on-device AI model fine-tuning computation between cloud AI servers and AI PC terminals.
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...