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Wednesday 9 November 2022
Winbond on track to open new fab in southern Taiwan by end-2022
Specialty DRAM and flash memory chipmaker Winbond Electronics is on track to start operating its new 12-inch plant in Kaohsiung, southern Taiwan, by the end of this year but may slow...
Friday 4 November 2022
Server memory order pull-ins to slow down in 1Q23
Memory makers are expected to see a deceleration in order pull-ins in the first quarter of 2023 as memory demand from first-tier cloud server clients in North America has been declining...
Wednesday 2 November 2022
Taiwan ABF substrate suppliers to embrace sales growth in 4Q22
Taiwan-based IC substrate specialists Unimicron Technology, Nan Ya PCB, and Kinsus Interconnect Technology are poised to generate sequential revenue increases in the fourth quarter...
Friday 21 October 2022
PCB equipment makers remain upbeat about sales outlook
Taiwan's PCB equipment makers remain optimistic about demand prospects despite orders deferral at the request of some customers, with most of them ending the first months of the year...
Wednesday 12 October 2022
Nanya cuts capex outlook after nearly 60% profit fall
DRAM maker Nanya Technology has revised downward its capex target this year after posting a nearly 60% sequential drop in net profits for the third quarter.
Tuesday 11 October 2022
Macronix September revenue up, Winbond down
Macronix International, a maker of ROM and flash memory chips, saw its September revenue increase 11% sequentially while revenue at specialty DRAM and flash memory chipmaker Winbond...
Friday 7 October 2022
Memory module makers see rising revenues in 3Q22
Downstream memory module makers such as Adata Technology, Apacer Technology, and Innodisk saw their revenues rise gradually in the third quarter, with DRAM's spot prices expected...
Wednesday 21 September 2022
Specialty DRAM demand unlikely to pick up until 2023
Specialty DRAM demand for mainly consumer electronics device applications is unlikely to pick up until 2023, and may see an L-shaped recovery, according to industry sources.
Tuesday 13 September 2022
Robust ABF substrate sales boost Taiwan suppliers revenues
Unimicron Technology, Nan Ya PCB and Kinsus Interconnect Technology all saw their August revenues increase on both sequential and on-year bases, thanks to strong ABF substrate sale...
Tuesday 6 September 2022
Nanya posts over 20% revenue fall in August
DRAM maker Nanya Technology has reported revenue fell 22.2% sequentially to NT$3.42 billion (US$111.3 million) in August 2022.
Thursday 1 September 2022
ABF substrate oversupply emerges
The market for ABF substrates is slightly oversupplied, due mainly to sluggish demand for PC processors and GPUs, according to market sources.
Wednesday 24 August 2022
IC substrate and automotive PCB demand promising
Market observers are generally optimistic about the IC substrate and automotive PCB market prospects in the long term, with both product segments to become major growth drivers for...
Wednesday 10 August 2022
Taiwan memory chipmakers see July revenue fall
Macronix International, Nanya Technology and Winbond Electronics have reported sequential decreases in July revenue of 8%, 16% and 17%, respectively.
Friday 5 August 2022
DRAM bit growth to reach 14% in 2023, says TrendForce
Global DRAM bit production is forecast to rise 14.1% in 2023, but growth on the demand side will grow only 8.3%, according to TrendForce. It may be the first time DRAM demand bit...
Wednesday 13 July 2022
IC substrate suppliers post record June revenues
Robust ABF substrate demand buoyed June revenues at Unimicron Technology, Nan Ya PCB and Kinsus Interconnect Technology, which all hit record highs.