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Monday 30 December 2024
GB200 NVL shipments expected to accelerate amid KYEC's capex increase
According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks...
Monday 30 December 2024
Taiwan wafer foundry industry, 4Q 2024

Introduction

Thursday 26 December 2024
Cobot market outlook promising, says Techman Robot
As both Tesla and Nvidia step up their efforts in the robotics market, cobots have become a key topic of interest in this sector. Amid the growing attention on robotics, Techman Robot,...
Thursday 26 December 2024
HBM4 race heats up among memory giants: customization and DRAM scaling at the crux
Micron is aggressively expanding its footprint in the high-bandwidth memory market, capitalizing on surging AI chip demand to accelerate growth. Backing this expansion, the company...
Thursday 26 December 2024
Qualcomm bets on automotive, IoT for ambitious growth
Qualcomm is doubling down on smart terminals, eyeing the automotive and Internet of Things (IoT) sectors to fuel its next growth phase. At two events in November, the company revealed...
Wednesday 25 December 2024
FCCL firm Taiflex expects 2025 growth from advanced packaging materials
Flexible copper-clad laminate (FCCL) maker Taiflex Scientific expects to gain growth momentum from new product lines in 2025 though the consumer electronics market will only see mild...
Wednesday 25 December 2024
Mars Semiconductor eyes 2025 recovery, with focus on x86 project
Faced with challenging market conditions, system-on-chip (SoC) and private Wi-Fi (pWi-Fi) specialist Mars Semiconductor is streamlining operational expenses to maintain profitability,...
Wednesday 25 December 2024
TEL targets 40% AI equipment revenue amid waning China demand
Tokyo Electron (TEL) aims to increase its revenue share from AI-related semiconductor equipment to approximately 40% by the fiscal year ending March 2026, up from the current 30%...
Tuesday 24 December 2024
Sunnic expands CIS business in India, diversifies into AI services
IC distributor Sunnic Technology & Merchandise is expanding its CMOS image sensor (CIS) business in India while diversifying into service businesses focused on unmanned automation...
Tuesday 24 December 2024
Nan Ya PCB targets AI transformation and double-digit revenue growth for 2025
Nan Ya PCB, one of Taiwan's top trio of substrate manufacturers, has capitalized on a strategic opportunity in the latter half of 2024 by launching new high-end substrate products...
Monday 23 December 2024
WKPT diversifies into electronics supply chain with global expansion
World Known Precision Industry (WKPT), Taiwan's largest supplier of metal-processed parts for commercial vehicles, is advancing its global footprint with new plants in the US, Taiwan,...
Monday 23 December 2024
Micron advances HBM4 development, sets 2026 for mass production
Micron Technology announced during its latest investor conference that its HBM4 development is progressing as planned while revealing development of HBM4E is underway. The company...
Friday 20 December 2024
AmTRAN pivots to AI displays amid operational recovery in 2024
AmTRAN's operational performance showed marked improvement throughout 2024, with the company announcing plans to expand into AI-enabled display products. While maintaining its core...
Friday 20 December 2024
As ASIC players hunt Nvidia, TSMC reaps the benefits
Broadcom's stellar performance and outlook have energized the ASIC market, prompting numerous companies to enter the AI chip arena. The industry sentiment has shifted from overwhelming...
Friday 20 December 2024
China's chip equipment market faces triple threats: oversupply, sanctions, and structural shifts
The Chinese semiconductor industry faces a significant market correction as wafer fabs prepare for a downturn in 2025 amid oversupply concerns, causing substantial impacts across...