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NEWS TAGGED INVENTORY
Wednesday 5 February 2025
Major NAND makers cut production by 10-20% as industry reshuffling pressure looms
End markets are facing diminished demand, leading NAND manufacturers to gradually reduce production since the end of 2024, according to industry sources.
Wednesday 5 February 2025
Chipmakers brace for uncertainty as Trump's tariff threats loom over semiconductor recovery
In a semiconductor industry that's been struggling with an oversupply of chips and weak demand, Infineon Technologies AG navigated its way through the turbulence and offered some...
Tuesday 4 February 2025
NXP records sales slump amid industrial downturn
NXP Semiconductors reported a 9% revenue decline in the fourth quarter of 2024 to US$3.11 billion amid pricing pressures and increased competition. With conservative guidance for...
Friday 24 January 2025
Chinese chipmaker GigaDevice sees 5-fold profit hike in 2024
GigaDevice, a Chinese manufacturer of NOR flash memory and MCUs, recently disclosed its performance forecast for 2024. The company projects a net profit jump of over fivefold.
Thursday 16 January 2025
NAND chipmakers intend to maintain pricing after Lunar New Year
Leading NAND flash manufacturers have gradually cut output to stabilize market prices and prevent further declines, as they intend to uphold pricing even beyond the Lunar New Year...
Thursday 16 January 2025
Passive component materials firm Ample Electronic sees strong 1Q25
Passive component materials supplier Ample Electronic Technology anticipates an exceptionally strong first quarter of 2025, driven by improved order visibility compared to previous...
Wednesday 8 January 2025
Trump 2.0's decoupling policy reshapes IC design strategies for 2025
With the Trump administration poised to take office, industry expectations point to a sharper division in global electronic supply chains. US electronic products are expected to adopt...
Wednesday 8 January 2025
Adata achieves 2024 revenue target, reaches new high
Memory module giant Adata reported that its consolidated revenue for December 2024 declined by 17% month-over-month. Yet, it successfully met its annual revenue target of NT$40 billion...
Tuesday 7 January 2025
AI computing drives edge deployment, IPC sector eyes strong 1H25
As inventory adjustments conclude and edge computing—including robotics—gains momentum, industrial personal computer (IPC) manufacturers express confidence regarding growth...
Tuesday 7 January 2025
Memory oversupply may occur in 1H25 due to slowing server demand in China
The memory industry may be ensnared by an oversupply in the first half of 2025, as server demand in China is experiencing a decline, according to industry sources.
Friday 3 January 2025
China and US policies drive panel production growth in 1Q25
As the new year unfolds, the global economy and trade dynamics remain highly complex and unpredictable. Among these developments, significant policy changes in both China and the...
Friday 3 January 2025
Low consumer demand pulling memory prices down across the board
Memory prices are declining across all segments and are expected to continue their downward trajectory in the first quarter of 2025, according to industry sources.
Tuesday 31 December 2024
2024 review: IC design houses saw uneven cloud, edge AI demand
The IC design industry has seen demand in 2024 vary starkly across different applications: cloud AI-related demand continued to grow month by month, while the edge device sector was...
Monday 30 December 2024
Notebook shipment update, November 2024

Introduction

Monday 30 December 2024
Taiwan's network firms see tech-driven rebound in 2025 amid US-china trade dynamics
Taiwanese network communication manufacturers report no immediate impact from the US-China trade war on orders but remain optimistic about long-term opportunities driven by geopolitical...