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Tuesday 19 November 2024
Nichidenbo expects AI servers to drive growth in 2025, as PC, consumer product shipments remain stable
Passive component distributor Nichidenbo held its earnings call on November 18, during which company president and spokesman Yao-kuo Yu forecasted steady growth in the PC and consumer...
Friday 15 November 2024
China smartphone AP shipments, 3Q 2024

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Friday 15 November 2024
Trump 2.0 prompt SK Hynix and Samsung to weigh China exit plans
South Korea's semiconductor sector anticipates that Donald Trump's presidential victory could intensify restrictions on China's high-tech industries, particularly affecting the semiconductor...
Friday 15 November 2024
Financial resilience key to AI server ODMs amidst booming demand from likes of Nvidia's GB200
Taiwan-based server original design manufacturers (ODMs) anticipate a significant surge in AI server sales by 2025. However, the rapid increase in sales has led to higher accounts...
Friday 15 November 2024
Adata continues dumping inventories until year-end
Memory module manufacturer Adata Technology anticipates memory contract prices will stay stable or see slight declines in the fourth quarter of 2024, with the company continuing to...
Thursday 14 November 2024
Sumco expects declining profit in wafer sales in 2024
Japanese silicon wafer manufacturer Sumco has noted the robust demand for AI. However, demand for personal computers and smartphones has bottomed out, and the consumer, industrial,...
Thursday 14 November 2024
PMIC firm Silergy expects 15% of revenue to come from automotive in 2025
Power management IC (PMIC) specialist Silergy has seen growth in the third quarter of 2024 compared to last year, which chairman Wei Chen attributes to the end of inventory adjustments...
Thursday 14 November 2024
Chinese MCU firms see demand recovery, optimistic about 2024 sales results
Chinese microcontroller unit (MCU) firms have observed a resurgence in demand and expressed optimism about their full-year 2024 sales results. Several Chinese MCU firms have reported...
Wednesday 13 November 2024
Network communications sector sees inventory adjustments come to an end; 2025 operations trending upward
According to sources from the network communication sector, inventory adjustments will soon conclude, with December identified as a turning point. The network device industry in Taiwan...
Wednesday 13 November 2024
Phison anticipates NAND tight supply in 2H25 as upstream manufacturers reduce production
Phison Electronics faced a 70% profit drop in the third quarter due to declining consumer demand and a substantial one-time loss. The company saw stable enterprise demands and a weak...
Tuesday 12 November 2024
China subsidy programs boost short lead-time orders for home appliance chips
According to sources at IC design houses, China's subsidies aimed at boosting replacement demand have managed to generate short lead-time orders for household appliance application...
Tuesday 12 November 2024
AUO and Innolux see October revenue slips amid off-season slowdown
As the display panel industry enters its traditional off-season following the peak inventory demand period, major manufacturers reported lower revenues for October. AUO experienced...
Thursday 7 November 2024
Transcend expects 4Q24 spot memory price drops to stabilize
The memory module industry faces significant challenges in the fourth quarter of 2024, with Transcend Information experiencing substantial inventory depreciation losses amid plummeting...
Thursday 7 November 2024
Novatek expects weaker 4Q24, looks to AI-driven edge demand for 2025 growth
Novatek posted strong revenue growth in the third quarter of 2024, fueled by high inventory demand for mobile OLED DDIs. However, gross margin slipped from the previous quarter, mainly...
Wednesday 6 November 2024
GlobalWafers' profit slumps through 3Q24; CEO expects 90%+ utilization for 12-inch wafers
High client inventory levels and slower clearance rates contributed to a slowdown in GlobalWafers' silicon wafer shipments for 2024, resulting in a 38.9% drop in after-tax profit...