South Korean semiconductor giants Samsung Electronics and SK Hynix are facing a more cautious outlook for the third quarter of 2024 as demand for AI server chips surges. Recent downgrades...
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
China-based Loongson Technology has developed its second-generation GPU series in-house, with computing power four times that of the previous generation.
Despite the generative AI boom, uncertainty looms over the automotive, consumer mobile, and PC markets, leading to layoffs at major U.S. and European semiconductor companies like...
Major players in Nvidia's supply chain, such as global foundry leader TSMC, have good order visibility extending to 2026, despite stock investors' concern about the US chip vendor's...
As the traditional peak season for MCU production approaches in the third quarter, the industry's outlook is characterized by a stark contrast between China and Taiwan. While Chinese...
Despite a recent downturn in the overall automotive market, suppliers of automotive components have reported a rise in revenue. This trend is particularly pronounced in the automotive...
As the world enters the AI era for mobile devices, Samsung Display (SDC) and LG Display (LGD) both express optimism about the outlook of OLED technology. According to Lee...
Cheng Mei Materials, a leading polarizer manufacturer, has reported weaker-than-expected panel demand for the third quarter. With the possibility of China adjusting its production...
Apaq Technology, a specialist in solid electrolytic capacitors, has acquired land adjacent to its existing plant in Malaysia for a second phase expansion, with construction expected...
The third quarter of 2024 has seen a lackluster market for display driver IC (DDI). However, handset DDI demand is expected to be strong thanks to replenishment demand.
The automotive chip market has been in the doldrums of late, with major European and American IDMs and Taiwanese IC design firms alike anticipating a gloomy forecast for the third...
Before Taiwan opened its notebook (NB) industry to invest in China, Taiwanese-made laptops accounted for 90% of the global market. Today, Taiwan-made AI servers hold a similar market...
The semiconductor foundry industry's first-half results and second-half outlook reveal a growing divide between the dominant players and those struggling to keep up. As expected,...
