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Wednesday 22 May 2024
PSMC expects gradual recovery in 2H24
Pure-play foundry Powerchip Semiconductor Manufacturing (PSMC) anticipates a steady rebound in its operations in the second half of 2024, with an emphasis on the demand for power...
Tuesday 21 May 2024
Wi-Fi 7 inventories rising in anticipation of momentum in 2H24
Even though Taiwan-based IC design firms expect Wi-Fi 7 penetration rates to remain in the single digits in 2024, multiple sources in the semiconductor supply chain note that manufacturers...
Tuesday 21 May 2024
Memory module firms stockpile in anticipation of chip price rally
China- and Taiwan-based memory module houses have been actively stockpiling in anticipation of a sustained increase in chip prices, according to industry sources. The majority of...
Monday 20 May 2024
Why Samsung and SK Hynix report rising inventories amid improving memory market
Samsung Electronics and SK Hynix reported a surprising increase in semiconductor inventories in the first quarter, even as the memory market improved. The companies attributed the...
Friday 17 May 2024
Inventories likely fall soon in global semiconductor industry
Recent data indicates an uptick in semiconductor industry inventories, particularly among top chip companies capitalizing on the AI trend. While China has witnessed a rise in listed...
Thursday 16 May 2024
Chinese PMIC market to recover faster than others, says Silergy
Power Management IC (PMIC) design house Silergy is confident that the Chinese market will recover at a faster rate than other markets.
Thursday 9 May 2024
Alltek accelerates developing wide band-gap semiconductors due to data center electricity demand
Hung-chang Hsieh, CEO of the IC distributor Alltek Technology, stated that in recent years, the increase in interest rates has led to higher financial costs and changes in industry...
Tuesday 7 May 2024
DRAM and NAND flash prices unlikely to fall over next 2 quarters, says Team Group exec
DRAM and NAND flash prices are unlikely to trend downward in the next two quarters, according to Gerry Chen, president of memory module company Team Group.
Thursday 2 May 2024
Specialty IC foundry VIS gains shifted orders from China
Taiwan-based Vanguard International Semiconductor (VIS) has reported first-quarter 2024 results that were somewhat better than expected. While facing market pricing competition from...
Tuesday 30 April 2024
With iPhone sales weak, Chinese/South Korean smartphone and OLED manufacturers take advantage to increase capacity
Amid sluggish iPhone sales, Samsung Electronics and Chinese smartphone brands have begun to take advantage of this gap and expand their inventory of smartphones and OLEDs to seize...
Tuesday 30 April 2024
Analog IC inventory returns to normal levels
Inventory adjustments for analog chips across all device applications have been completed, and shipments to specific customers and product lines have resumed their upward trajectory,...
Monday 29 April 2024
Excess inventory becomes a risk with no brake on semiconductor investment
After the successive introduction of chip acts in the United States, the European Union, and Japan, a global trend of building chip fabs has emerged.
Wednesday 24 April 2024
TI gives solid 2Q24 outlook despite slumping results
Despite declining performance, Texas Instruments (TI) has announced second-quarter revenue forecasts surpassing expectations. The results indicate an increasing demand for TI's analog...
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...
Friday 19 April 2024
Yageo sees customers complete inventory adjustments in 1H24
Yageo, a Taiwanese passive component maker, anticipates its customers will finish inventory adjustments in the first half of 2024, despite ongoing global uncertainties.