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Friday 23 August 2024
TSMC 3/5nm nodes poised to generate over NT$1 trillion in revenue by 3Q24
TSMC is likely to see its 3nm and 5nm nodes generate more than NT$1 trillion (US$31.02 billion) in total revenue in the first three quarters of this year, as the foundry house's sales...
Thursday 22 August 2024
Equipment manufacturers expanding from PCB to high profitability industries, primarily semiconductors
Taiwanese PCB manufacturers are expected to see demand improve in 2024.
Thursday 22 August 2024
Global foundry revenue rises on AI demand
The global foundry industry's revenue grew about 9% sequentially and 23% year on year in the second quarter of 2024, according to Counterpoint Research. The sequential growth was...
Thursday 22 August 2024
Foxconn navigates complex AI server trading models to maximize profitability
Despite rumors of shipment delays for Nvidia's new-generation AI chips, the demand for AI servers remains strong. For contract manufacturers like Foxconn, the challenge lies in maximizing...
Thursday 22 August 2024
AI server advancements propel liquid cooling innovation while fans remain essential
The emergence of AI servers is driving advancements in liquid cooling technology, yet fans remain crucial in both water and immersion cooling systems. The value of fans for NVL 72...
Thursday 22 August 2024
Innodisk sees over 20% revenue from AI; revenue and profit to increase in 2H24
With the increasing implementation and demand for edge AI applications, DRAM manufacturer Innodisk stated that its edge AI projects have been progressing smoothly with AIoT-related...
Thursday 22 August 2024
Cheng Mei adopts cautious outlook amid uncertain panel demand in 3Q24
Cheng Mei Materials, a leading polarizer manufacturer, has reported weaker-than-expected panel demand for the third quarter. With the possibility of China adjusting its production...
Thursday 22 August 2024
SK Hynix's 1H24 revenue soars in US and China, driven by AI demand
SK Hynix, which recorded its best performance ever in the first half of 2024, has experienced remarkable growth in the US and Chinese markets. The company managed to revitalize several...
Thursday 22 August 2024
AI driving chipmaking equipment demand, says Tongtai
Tongtai Machine & Tool is actively expanding its semiconductor equipment business to meet the increasing demand for AI device applications and anticipates revenue from this segment...
Thursday 22 August 2024
Capacitor maker Apaq to expand factory site Malaysia
Apaq Technology, a specialist in solid electrolytic capacitors, has acquired land adjacent to its existing plant in Malaysia for a second phase expansion, with construction expected...
Thursday 22 August 2024
Xpeng's vehicle deliveries lag expectations amid intensifying EV competition in China
Xpeng Motors, a Chinese electric vehicle (EV) manufacturer, has released its financial report for the second quarter of 2024. Despite ongoing challenges from a market price war, Xpeng's...
Wednesday 21 August 2024
ZillTek sees promising demand for automotive, hearing aids, headsets
ZillTek Technology, a micro-electromechanical systems (MEMS) microphone specialist, anticipates that demand for automotive, hearing aid, and headset applications will fuel future...
Wednesday 21 August 2024
WPG expects sales to peak in 3Q24
IC distributor WPG posted strong revenue figures for the second quarter of 2024, with vice president Scott Lin expecting the third quarter to be the peak of the year in terms of both...
Wednesday 21 August 2024
Getac sees strong growth in rugged industrial computer opportunity pipeline, up 30-40% in potential sales
James Huang, Chairman of Getac Technology (Getac), announced that by the end of 2025, all of Getac's rugged industrial computers will be equipped with NPUs (Neural Processing Units)...
Wednesday 21 August 2024
WPG upbeat about memory pricing, edge AI demand
IC distributor WPG Holdings expects memory prices to rise by more than 60% in 2024.