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Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Thursday 21 November 2024
MLCC firm Holy Stone to see stable growth in 2025 automotive orders
Niche multi-layer ceramic capacitor firm Holy Stone Enterprise points to uncertain demand in the industrial control market for 2025, in contrast with the automotive sector, which...
Wednesday 20 November 2024
FocalTech expects continued growth in TDDI chip sales
The third quarter has historically been a peak season, with robust sales of premium smartphones boosting FocalTech Systems' AMOLED TDDI shipments to continue their upward trend. Meanwhile,...
Wednesday 20 November 2024
Professional Computer Technology forecasts profitability in 2024 despite challenges, eyes AI-driven growth
Jiang-song Fu, chairman of IC distributor Professional Computer Technology (PCT), projected 2024 to be the trough for their operations. Despite this, the company expects to remain...
Wednesday 20 November 2024
WPG to see weaker growth in 2025, with opportunities in auto solutions
AI was the name of the game for the semiconductor supply chain in 2024, according to IC distributor WPG Holdings, yet shifting supply-demand balance may lead to slightly slower growth...
Tuesday 19 November 2024
India's wearable market experiences consecutive shipment declines
India, once the world's fastest-growing wearable market, saw a substantial fall in shipments for two quarters in a row as vendors reduced product launches and maintained cautious...
Tuesday 19 November 2024
Fierce price war in the PMIC sector begins to ease as inventory stabilizes
Fierce price competition in the power management IC (PMIC) industry, led by companies like Texas Instruments (TI), shows signs of abating. With limited room for further price cuts...
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

Introduction

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...