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Wednesday 17 January 2024
ABF substrate prices unlikely to peak in 2024
ABF substrate prices are unlikely to reach their previous high in 2024 but should have already reached their low point, according to industry sources.
Friday 12 January 2024
CIS price hikes reflect Samsung's new strategy
Looking back to 2023, the DS division of Samsung's semiconductor business suffered an overall poor performance in the memory industry, and eventually implemented production cuts to...
Wednesday 10 January 2024
Battery metal price plunge is closing mines and stalling deals
A meltdown in some of the most-hyped energy-transition metals is wreaking havoc across the mining world, stalling projects, scuppering deals and triggering a scramble for cash that...
Tuesday 9 January 2024
Chinese foundry expansion raises concerns of oversupply and price pressure for Taiwanese mature-process wafer fabs
The continuous expansion of mature process capacity by Chinese foundries is causing significant concerns in the semiconductor industry, as it might lead to oversupply and downward...
Wednesday 3 January 2024
China and Taiwan panel production cuts promise price rebound
Although prices in December 2023 continued to decline, Chinese and Taiwanese panel manufacturers plan to expand production cuts during the Lunar New Year period.
Wednesday 3 January 2024
Samsung, Micron mulling DRAM price hike in 1Q24
Memory chip vendors such as Samsung Electronics and Micron Technology are considering raising DRAM prices by 15-20% in the first quarter of 2024, according to sources at memory module...
Wednesday 27 December 2023
Notebook battery module caught in EV price storm in China
The decline in EV sales and hasty expansion has led to "involution" within Chinese battery cell makers, impacting the notebook battery module supply chain. Raymond Sung, GM of notebook...
Wednesday 27 December 2023
Memory chip prices continue increasing despite mediocre end-market demand
Memory chipmakers continue to raise their prices, even though end-market demand has not increased substantially, according to industry sources.
Monday 25 December 2023
Taiwan DDI makers weigh China outsourcing for cost competitiveness as price reduction pressure remains
Taiwan's display driver IC (DDI) vendors, after experiencing a swift recovery in demand in 2023, face challenges associated with intensified competition from their Chinese counterparts...
Monday 25 December 2023
Slower EV growth expected to impact South Korean battery material suppliers' financial performance
South Korea-based battery material companies like EcoProBM, Posco Future M, and L&F will likely see their profitability weaken as EV market growth decelerates and battery raw...
Monday 18 December 2023
Price competition in mid-to-low-end smartphones becomes fiercer
Observing the recent plans and activities of smartphone brands, as a response to the market becoming more mature, smartphones are developing toward the extremes of high-end and low-end...
Tuesday 12 December 2023
Memory market rebound continues, but challenges linger despite upward price trend
Memory prices have shown a robust upward trend since bottoming out in the second quarter of 2023. While November saw NAND flash prices rebound to early 2023 levels, DRAM and NAND...
Friday 8 December 2023
Rising memory chip prices to boost revenue, says Supreme
Taiwan-based Supreme Electronics, a major IC distributor for Samsung Electronics, expects rising NAND flash and DRAM chip prices to buoy its sales performance in the fourth quarter...
Wednesday 6 December 2023
New round of EV price wars rages; industry experts estimate worse conditions in 2024
As the year draws to an end, Chinese automakers have launched a new round of price wars, hoping to meet their annual sales target. The competition has intensified this year: even...
Friday 1 December 2023
Tesla Cybertruck comes at higher-than-expected starting price; delivery begins in 2024
Tesla officially launched the long-waited Cybertruck on November 30, with three configurations available. The cheapest rear-wheel model has a price tag of US$60,990, over 50% more...
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Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research