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Thursday 24 October 2024
Taiwan's Song Chuan eyes 70% revenue from EVs, renewable energy as demand soars
Song Chuan Precision, Taiwan's largest relay manufacturer, is capitalizing on the growing demand for EVs, solar energy, and energy storage. These sectors now account for 56% of the...
Thursday 24 October 2024
Lam Research signals declining Chinese revenue, eyes growth in advanced manufacturing and packaging
Following ASML's report of declining net bookings and anticipated lower revenue from China, Lam Research refrained from providing updated guidance for its fiscal year. The company...
Thursday 24 October 2024
LandMark optimistic about 2025 as 800G SiPh becomes mainstream
Optical epitaxy specialist LandMark Optoelectronics reported a gross margin increase to 27.58% in the third quarter of 2024, driven by silicon photonics (SiPh) shipments to high-speed...
Wednesday 23 October 2024
UMT secures US$3.7 million in satellite orders as industry demand surges
Universal Microwave Technology (UMT) reported that cumulative orders from low-Earth orbit (LEO) satellite clients in 2024, including shipped and pending deliveries, have reached nearly...
Wednesday 23 October 2024
AI penetration will be key to closing the substrate supply-demand gap, says industry
The second half of the year is typically a peak season for substrates. Despite market volatility, strong demand for AI continues to drive the global integrated circuit (IC) substrate...
Wednesday 23 October 2024
Material suppliers ride TSMC's 3Q24 momentum while cautious on non-AI sectors
TSMC's financial report for the third quarter of 2024 has not only delivered impressive results, but its AI prospects have instilled high confidence in the market, subsequently boosting...
Wednesday 23 October 2024
PSMC optimistic about 3D AI Foundry strategy amid third-quarter losses
Powerchip Semiconductor Manufacturing Corporation (PSMC) reported its earnings for the third quarter of 2024, indicating a continued increase in losses, which totaled NT$2.879 billion...
Wednesday 23 October 2024
TI reports declining financial performance, anticipates slight sales growth in current quarter
Texas Instruments (TI) announced its third-quarter 2024 financial results on October 22. Revenue for the third quarter totaled US$4.15 billion, down 8.4% compared to the same period...
Wednesday 23 October 2024
Will India hold key to Nvidia's future growth?
Jensen Huang, Nvidia's CEO, is scheduled to hold the Nvidia AI Summit India from October 23 to 25, marking his second visit to the country in about 13 months. This visit aims to capitalize...
Tuesday 22 October 2024
Riding the tailwind of trade-in policies: Polarizer makers see a surge in last-minute orders
In the first half of 2024, aggressive stockpiling by terminal manufacturers led to an early depletion of demand, resulting in a lackluster peak season for the display panel industry...
Tuesday 22 October 2024
LG bets big on B2B commercial displays and EV charging solutions
LG Electronics' Business Solutions (BS) division plans to nearly double its revenue in the B2B market to KRW 10 trillion (US$7.4 billion) by 2030, focusing on commercial displays...
Monday 21 October 2024
Rayzher set for revenue surge in 2025 boosted by Japanese subsidiary
Rayzher Industrial, one of Taiwan's top trio of semiconductor gas secondary piping engineering companies, anticipates revenue will increase in 2025 as its Japanese subsidiary begins...
Monday 21 October 2024
Southern Taiwan Science Park to see output value hit another record high in 2024
The government-operated Southern Taiwan Science Park (STSP) has capitalized on the global AI surge and the thriving semiconductor sector, generating a record revenue of NT$1.31 trillion...
Friday 18 October 2024
Has ASML's China boom finally hit a wall?
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered...
Friday 18 October 2024
Cerebras challenges Nvidia's dominance despite supply chain risks and heavy reliance on a single client
The vast business opportunities in AI have attracted numerous companies eager to capitalize on these prospects.