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Friday 30 August 2024
Global OSAT industry, 2024

Introduction

Friday 30 August 2024
IntelliEPI reports GaSb shipment growth and robust raw material inventory amid China's export controls
Yung-chung Kao, chairperson of IntelliEPI, stated that despite revenue growth in the first half of 2024, the company experienced increased losses and a decline in gross margin due...
Friday 30 August 2024
Giantplus pushing more applications for in-house developed OTFT backplane
Taiwanese panel manufacturer Giantplus Technology is actively developing applications using its organic thin-film transistor (OTFT) backplanes, such as smart wearables and medical...
Friday 30 August 2024
SMIC reports sharp profit decline amid revenue growth in 1H24
China's largest pure-play foundry, SMIC, reported a significant decline in profitability despite revenue growth in its latest financial results. The company remains cautious despite...
Friday 30 August 2024
Huawei reports strong 34.3% revenue growth in 1H24, targets ambitious CNY800 billion for the year
On August 29, Huawei announced its 2024 first-half financial results, showing a robust 34.3% year-on-year revenue increase to CNY417.5 billion (US$58.83 billion), with a net profit...
Friday 30 August 2024
Nvidia beats expectations again, as market raises the bar higher than ever
Nvidia's widely anticipated financial statement for the second quarter of fiscal year 2025 (up until July 28) has been announced. Its revenue has once again exceeded the financial...
Friday 30 August 2024
Nvidia confirms Blackwell shipments in 4Q24, easing supply chain concerns
NVIDIA's recent fiscal 2025 second-quarter financial report, ending July 28, has not only surpassed market expectations but also addressed concerns surrounding the supply of its new...
Friday 30 August 2024
Xiaomi reports strong 2Q24 results, aims to meet EV delivery target by year-end
Xiaomi released its financial report on August 21, which announced a revenue of CNY$88.9 billion (US$12 billion) with an annual increase of 32%. This quarterly statement has been...
Thursday 29 August 2024
AI surge ignites MLCC demand: passive component industry poised for growth
As AI technology continues to permeate various industries, the demand for AI servers is seeing steady growth. With Nvidia's Blackwell GB200 set to begin mass production, a surge in...
Thursday 29 August 2024
Macnica Anstek eyes 2024 rebound amid strong CoWoS and AMD Edge computing demand
Electronic component distributor Macnica Anstek reported steady orders for automated testing in the second half of 2024, benefiting from strong CoWoS demand. The company expects its...
Thursday 29 August 2024
Macnica Galaxy cautiously optimistic about operations in 2H24, 2025
IC channel distributor Macnica Galaxy is cautiously optimistic about its operations in the second half of 2024 and 2025.
Thursday 29 August 2024
Cloud capex expected to remain strong despite Nvidia's slowing data center growth
Despite delivering a strong performance that exceeded estimates, Nvidia's guidance fell short of the lofty expectations held by those anticipating an unabated AI boom. Analysts believe...
Thursday 29 August 2024
Nvidia confirms Blackwell mask change for improved yields, mass production expected by end of 2024
Amid speculation about potential shipment delays for Blackwell, Nvidia has confirmed making minor adjustments to the GPU mask and now anticipates shipments to begin in the fourth...
Wednesday 28 August 2024
Chinese OSAT eyes advanced packaging opportunities
In recent years, advanced packaging has become increasingly crucial in high-performance computing, and Chinese OSAT companies, particularly Tongfu Microelectronics, are determined...
Wednesday 28 August 2024
Nvidia's upcoming results expected to surpass expectation
Nvidia will release its fiscal second-quarter financial results on August 28. The market has high expectations for the company, anticipating revenue and gross margin figures to exceed...
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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