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NEWS TAGGED RECOVERY
Tuesday 12 December 2023
Leaders in Taiwan's substrate sector reach consensus that 2024 will see mild recovery
The weak end demand since the second half of 2022 has affected the ABF substrate capacity utilization rate of the four major Taiwanese substrate manufacturers: Unimicron, Nanya PCB,...
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 1 December 2023
AEWIN anticipates robust 2024 recovery fueled by AI edge computing and rigid demand in cybersecurity
Navigating through a market shift and a slowdown in economic growth during the initial three quarters of 2023, Taiwan-based IPC ODM/OEM firm AEWIN Technologies is gearing up for a...
Friday 1 December 2023
Can AI boost PC industry recovery in 2024?
Everyone in the PC industry is talking about AI PCs, but what defines an AI PC? Opinions differ on this question. For HP CEO Enrique Lores, AI PCs will allow users to run originally...
Wednesday 29 November 2023
Nichidenbo sees recovery for 2Q24 with EVs and AI servers driving demand for capacitors
As 5G, AI, and EVs continue to drive demand for passive components, multilayer ceramic capacitor (MLCC) manufacturers see growing opportunities for high-capacity and small-sized products,...
Tuesday 28 November 2023
Pace of recovery to vary for different semiconductor sectors and firms
The semiconductor industry is expected to rebound in 2024, but the pace of recovery will vary from sector to sector and company to company, according to industry sources.
Monday 27 November 2023
NAFCO highlights the recovery momentum in the aerospace sector
The global aviation industry faces challenges in meeting the demand for new planes due to supply chain issues when demand roared back after the pandemic. Boeing and Airbus project...
Friday 24 November 2023
Edison Opto: automotive LED shipment recovery clears up as strikes conclude
With the conclusion of the strikes at US automotive plants, the shipment visibility of LED manufacturers in the fourth quarter of 2023 regarding automotive products has gradually...
Thursday 16 November 2023
Global semiconductor manufacturing industry on track for 4Q23 recovery
The worldwide semiconductor manufacturing sector will recover in the fourth quarter of 2023, according to a report co-authored by SEMI and TechInsights, laying the groundwork for...
Thursday 16 November 2023
EIH pushes back recovery projections; current states of the e-ink market
E Ink Holdings (EIH) Chairperson Johnson Lee recently revised the firm's revenue outlook for 2023 for the third time in its earnings call on November 15. The firm's projection went...
Tuesday 14 November 2023
SMIC warns seasonal trends insufficient for market recovery
While some smartphone AP vendors have reported record sales and profits, SMIC co-CEO Zhao Haijun issued a cautionary note at the latest earnings call, saying that the seasonal fluctuations...
Thursday 9 November 2023
DDR5 to see momentum recovery after lunar new year due to PC upgrades
As PC end-user inventory returns to healthy levels and supply chain replenishment demand gradually rebounds, memory module makers in Taiwan and China have pointed out that the output...
Wednesday 8 November 2023
Memory market shows signs of recovery, says Transcend
The memory market has shown signs of recovery, according to Peter Shu, chairman of memory module manufacturer Transcend Information. Memory chipmakers have purposefully limited their...
Thursday 2 November 2023
Notebook supply chain forecasts bleak winter
With PC inventories gradually returning to normal levels, all signs point increasingly to an imminent recovery in the market. Yet these effects remain to be seen in downstream supply...
Tuesday 31 October 2023
Mobile phone market to resume growth in 2024
Global mobile phone sales are expected to fall below 1.2 billion units in 2023, a new low in ten years, due to gloomy consumer sentiment following the pandemic, Chinese market saturation,...
Vortex
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research