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Friday 18 October 2024
TSMC 2024 revenue may exceed NT$3 trillion; several market concerns remain
The TSMC's earnings call on October 17, 2024, showcased impressive results, exceeding the expectations of investors and research institutions alike. While TSMC has provided positive...
Friday 18 October 2024
AI demand is substantial and intense, says TSMC CEO
Chip demand for AI is substantial and intense, according to TSMC chairman and CEO C. C. Wei. TSMC's revenue from AI server chips is forecast to increase by over threefold in 2024...
Thursday 17 October 2024
TSMC reports soaring profits in 3Q24, US$23.5 billion earned in the first three quarters
TSMC announced its financial results for the third quarter of 2024 on October 17th, reporting consolidated revenue of NT$759.69 billion (approx. US$23.5 billion) and a net profit...
Thursday 17 October 2024
Seres and Huawei's EV collaboration boosts supplier revenue in Q3
Chinese automaker Seres, in partnership with Huawei to produce the Aito EV brand, reported strong financial results for the first three quarters of 2024, driving notable growth for...
Thursday 17 October 2024
TSMC expects 13% revenue growth in 4Q24
TSMC has disclosed that its third-quarter revenue and margins surpassed the guidance it provided three months ago. The pure-play foundry anticipates a 13% sequential increase in revenue...
Thursday 17 October 2024
Arm reportedly attempts to bypass Arm China in IP licensing business and sell directly to Chinese customers
According to Chinese news outlets, Arm is allegedly attempting to bypass Arm China in its IP licensing business and sell directly to Chinese customers. Although Arm has not confirmed...
Thursday 17 October 2024
Testing interface sector thrives as AI boom and mobile market fuel demand
The ongoing surge in generative AI is propelling demand for advanced testing technologies, with leading testing interface providers Winway and MPI reporting impressive financial results...
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...