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Tuesday 16 July 2024
Memory prices to rise at slower pace in 3Q24
DRAM and NAND flash memory prices will continue to rise in the third quarter, albeit at a slower rate than in the first half of this year, as market circumstances improve more, according...
Tuesday 16 July 2024
Moment Semiconductor eyes 50% brand memory business growth in 2024 with AI PC momentum and SEA market entry
Taiwan's memory module vendor Moment Semiconductor expects shipments for consumer devices to improve in the second half of 2024, driven by new applications like AI PCs.
Tuesday 16 July 2024
Surging iPhone shipments reportedly boost Apple sales in India
India has become one of the most promising markets to sustain Apple's growth. The company, facing stiff competition in China, has reportedly seen its sales in India surge by 33% year-on-year...
Tuesday 16 July 2024
PCB shipments for LEO satellites to ramp up
Low Earth orbit (LEO) satellite services are reaching an ever-widening global user base as the space industry becomes increasingly commercialized. SpaceX's Starlink system has gained...
Tuesday 16 July 2024
TSMC to see 2H24 revenue boost from 3nm chip orders
A ramp-up in 3nm chip orders from Intel may serve as a significant catalyst for TSMC's revenue growth in the latter half of 2024, according to industry sources.
Monday 15 July 2024
Sovereign AI global race: can Tsinghua Unigroup secure China's supremacy?
Ever since Nvidia CEO Jensen Huang championed the "Sovereign AI" strategy at the 2024 World Government Summit, global governments have been in a rush to establish their own AI infrastructure...
Monday 15 July 2024
China's NEV sales surge domestically, face challenges abroad
The global electric vehicle (EV) market is experiencing a slowdown, with China's new energy vehicle (NEV)...
Monday 15 July 2024
Xiaomi profits in India fall by 77% amid fresh 10-year plan
Xiaomi's India business faced a significant setback in the 2023 fiscal year, with both revenue and net profit experiencing steep declines. The company is now pinning its hopes on...
Friday 12 July 2024
IC design houses see order visibility from CE sector strengthen
Order visibility from the consumer electronics sector has increased for Taiwan-based IC design houses, according to industry sources.
Friday 12 July 2024
AI server shipments to surge in 2H24 as GPU shortage eases
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
Thursday 11 July 2024
Samsung's microLED TV price reduction strategy to drive cost cuts across supply chain
Samsung is initiating a price reduction strategy for microLED TVs, which has inspired its sole microLED chip supplier, PlayNitride, to feel optimistic about the potential for reducing...
Thursday 11 July 2024
Ams Osram bullish about automotive sensor biz
The automotive business currently accounts for the majority of Ams Osram's revenue and will continue to be the most important growth engine in the future, according to Chen Pinglu,...
Thursday 11 July 2024
MediaTek 2Q24 performance meets expectations, eyeing boost from Dimensity 9400
MediaTek has shown remarkable resilience in the typically slow second quarter, with revenue steady compared to the previous three months. This performance suggests the company has...
Thursday 11 July 2024
AMOLED phone shipments outnumber LCD ones, heaping pressure on Taiwanese panel supply chain
AMOLED has overtaken LCD as the mainstream screen technology for mobile phones, heaping pressure on Taiwanese panel makers who specialize in the latter, according to industry sourc...
Thursday 11 July 2024
AI to boost chip component demand, say IC distributors
IC distributors are optimistic about AI-related chip and component demand, predicting a stronger second half of the year than the first. According to industry sources, consumer products,...