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Thursday 17 October 2024
ASML's 3Q24 miss: Intel, Samsung's order cuts deal a heavy blow to bookings as TSMC gains
ASML, a leader in producing the world's most advanced chipmaking tools like High-NA EUV machines, unexpectedly released its latest financial report early. The report revealed a weaker-than-expected...
Thursday 17 October 2024
ASML eyes price increase in 2025 talks with TSMC, defying cost-cutting pressures
Senior executives at ASML and TSMC will soon begin negotiations on equipment purchase prices for 2025. The outcome of the negotiations between the two parties influences not only...
Thursday 17 October 2024
ASML's plunging net bookings highlight Intel and Samsung's investment struggles, says DIGITIMES Research
ASML's latest financial report reveals a significant year-over-year decline in net bookings, exceeding 50% sequentially. The company has also revised its 2025 revenue guidance downward...
Wednesday 16 October 2024
TsangYow sees growth from AM market recovery; Malaysia plant set for 2027 launch
TsangYow, a major transmission system manufacturer, is experiencing positive growth due to the recovery of the aftermarket (AM) component market. The company's monthly revenue continues...
Wednesday 16 October 2024
CMI bets on high-speed FPC tech, plans Thailand expansion for 2H25
CMI, the leading flexible printed circuit (FPC) board manufacturer, held its earnings call on October 15. Ming-Feng Cheng, CMI's spokesperson, announced that future product development...
Wednesday 16 October 2024
Largan reportedly to address iPhone 16 shipment concerns at October 17 earnings call
As the second wave of iPhone 16 shipments begins, supply chain sources report that sales have underperformed. Apple's 2024 strategy centered on Apple Intelligence, but key features...
Wednesday 16 October 2024
ASML confirms shipping third High NA EUV, remains optimistic about long-term growth despite weak 2025 outlook
ASML has announced the shipment of its third High NA lithography system to a new customer after unexpectedly releasing its financial results ahead of schedule. The company acknowledged...
Tuesday 15 October 2024
MCU industry relies on short-term orders amid sluggish consumer electronics demand in 4Q24
China's sluggish economic recovery continues to affect the consumer electronics market, with microcontroller unit (MCU) industry insiders reporting that significant signs of demand...
Tuesday 15 October 2024
PA supply chain braces for 4Q24: Apple, Huawei's strategies to shape global market demand
As the fourth quarter of 2024 nears, major players in the power amplifier (PA) supply chain—such as GaAs wafer foundries WIN Semiconductors and AWSC, along with upstream suppliers...
Tuesday 15 October 2024
Force Mos Technology expects weak consumer market to persist despite US rate hike
Power semiconductor supplier Force Mos Technology expects a weak consumer market to persist despite a rate hike by the US Federal Reserve. The company plans to navigate this challenging...
Tuesday 15 October 2024
Trade-in policy successfully boosts TV Sales in China during National Day Holiday
Although TV sales in China have been sluggish for a while, the recent government initiative of the trade-in subsidy program has sparked a wave of consumer activity during the 2024...
Tuesday 15 October 2024
Small and medium-sized panel makers outperform in 3Q24, HannStar sees 50%+ revenue growth
Large-sized panel manufacturers faced challenges in the third quarter of 2024 due to early pull-in from clients in the first half of the year. However, small and medium-sized panel...
Tuesday 15 October 2024
Taiwan PCB firms upbeat about demand for high-end, emerging device applications
Major players in the PCB industry are further consolidating their lead over their competition as recent data from the market research firm N.T. Information indicates that Taiwanese...
Monday 14 October 2024
Hycon merger with SiS to boost revenue and gross margin in 2025
Microcontroller unit (MCU) manufacturer Hycon Technology will officially merge with IC design house Silicon Integrated Systems (SiS) on January 1, 2025. With the support of wafer...
Monday 14 October 2024
Coretronic expects lower October shipments due to fewer workdays despite 3Q24 growth
Coretronic announced an unaudited monthly consolidated revenue of NT$3.435 billion (approx. US$106 million) for September 2024, marking a 5% decrease from NT$3.627 billion in August...
CHT
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