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NEWS TAGGED RECOVERY
Thursday 4 January 2024
LEV industry eyes 2H24 recovery as inventory adjustments end
After a year of inventory adjustments, the Light Electric Vehicle (LEV) industry holds a bright forecast for 2024. According to LEV battery module maker AES-KY, the industry is already...
Thursday 28 December 2023
CMMT expects demand recovery starting 2Q24
Cheng Mei Materials Technology (CMMT,) a Taiwan-based polarizer supplier, expects demand to recover starting from the second quarter of 2024. The firm expects the panel industry slowdown...
Monday 25 December 2023
Samsung aims for strong semiconductor comeback in 2024 after unprecedented losses in 2023
In light of a global economic slowdown and sluggish memory demand, Samsung Electronics projects a staggering loss exceeding KRW 13 trillion (US$10 billion) for its semiconductor-related...
Friday 22 December 2023
South Korea optimistic about recovery in memory, panel, and PC in 2024
Recently, optimism has been growing in the South Korean industry regarding the economic situation and market outlook for 2024. Besides semiconductors, markets like displays, home...
Thursday 21 December 2023
Micron offers strong guidance, expecting recovery in 2024 amid surging HBM3E demand
Despite reporting a higher loss in the last quarter, Micron offered a strong revenue forecast and is optimistic about the outlook for the coming year as generative AI is driving demands...
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...