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Monday 8 July 2024
UMC reports mixed financial results amid market challenges
Pure-play foundry United Microelectronics (UMC) has reported a revenue of NT$17.55 billion (US$541.1 million) for June 2024, marking a 10.5% sequential decline and a 7.9% decrease...
Friday 5 July 2024
AI applications to drive CCL demand in 2H24
Taiwan-based copper clad laminate (CCL) makers Elite Material, Iteq, and Taiwan Union Technology (TUC) are poised for a robust second half of the year, driven by growing demand for...
Friday 5 July 2024
Micron reaffirms full order book for HBM through 2025
A Micron senior executive said the company is expected to see full capacity through 2025 thanks to AI and Micron will keep up good management to ensure supply-demand balance amid...
Thursday 4 July 2024
AI PCs and server demand set to drive supply chain recovery in late 2024
The depletion of supply chain inventory, originally expected by late 2023, has been delayed to the first half of 2024 due to weak end-market consumption. However, the upcoming launch...
Thursday 4 July 2024
China's 618 monitor sales perform well, boosting the strength of panel orders
This year, TV and NB sales, which are two of the three major panel applications in the market, faced recessions during their 618 promotions.
Tuesday 2 July 2024
Samsung allegedly lowers 2024 TV shipment goal upon debatable 'sports year'
Due to weak end-user demand and poor performance during China's 618 shopping festival, TV brands had high inventory levels after stocking up on panels in the first half of the year...
Monday 1 July 2024
Memory market faces price tug-of-war amid weak demand and excess inventory
The memory market is currently experiencing a tug-of-war over prices.
Monday 1 July 2024
Global top-5 brands enjoy over 20% on-month shipment growth in May, driven by education procurement orders
The booming education procurement season in North America significantly contributed to a 23% month-on-month increase in combined notebook shipments (excluding detachable models) by...
Monday 1 July 2024
HBM creates winners in the semiconductor ecosystem in 2Q24
Despite ongoing inventory challenges, global semiconductor providers have seen substantial increases in market valuations over the past quarter.
Friday 28 June 2024
TV market replenishes in second quarter as large-size DDIs face risks in 2H24
Some display driver IC (DDI) manufacturers noted in their earnings calls that the second quarter of 2024 will see a peak in TV application orders, boosting the shipment performance...
Friday 28 June 2024
MCU diversifies for demand recovery in 3Q24
After several quarters of continuous inventory adjustments, the microcontroller (MCU) industry has seen most companies' inventories bottom out.
Friday 28 June 2024
Aftermarket suppliers increase NEV investment as inventory clearance ends
Automotive supply chains in Taiwan and China are seeing limited financial growth during the off-season in July and August. However, as inventory destocking ends, new energy vehicle...
Thursday 27 June 2024
Omdia research finds weak demand leads to declining quarter for semiconductor market
According to Omdia, the semiconductor market experienced a 2% decrease in the first quarter of 2024, resulting in a total of US$151.5 billion.
Thursday 27 June 2024
TV inventory increases, causing conflicts among major manufacturers
Although the third quarter of the year is traditionally the peak season for panel shipments, the TV brand manufacturers' advance stocking in the first half of the year has led to...
Thursday 27 June 2024
Memory contract prices to rise in 3Q24
Contract market prices for memory chips are still expected to increase in the third quarter of 2024 despite the sluggish trading in the spot market, according to industry sources.