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Tuesday 19 March 2024
Global top-3 memory maker status, 4Q 2023

Introduction

Monday 18 March 2024
SiFive projects 6x growth in 2024 revenues, optimistic over RISC-V and AI demand
US RISC-V silicon IP company SiFive remains upbeat on AI server chip demand, projecting a 6x growth for its 2024 revenue from a year ago.
Monday 18 March 2024
Huawei global revenue returns to 'normality' in 2023 after weathering severe tests
Huawei held a partner summit on March 14-15, 2024. David Wang, executive director and chairman of Huawei's ICT Infrastructure Managing Board, pointed out from the outset that Huawei...
Friday 15 March 2024
Wah Lee returns to growth trajectory as advanced packaging gains traction
Semiconductor material equipment supplier Wah Lee Industrial Group reported a revenue of NT$66.78 billion in 2023, a year-on-year decrease of 9.2%, with a combined after-tax net profit...
Friday 15 March 2024
Foxconn upgrades 2024 outlook on soaring AI server demand
Driven by the increased market visibility of AI servers, Foxconn has upgraded its outlook for 2024 from neutral to significant growth, as announced by chairman Young Liu during a...
Friday 15 March 2024
STB chip specialist ALi in trading halt pending announcement
IC design house ALi Tech entered a trading halt on March 14, pending the release of material information, according to a company filing with the Taiwan Stock Exchange (TWSE).
Friday 15 March 2024
Qisda 2024 healthcare revenue to reach nearly US$1 billion; BBHC going public at HKEX
Qisda's strongest growth momentum comes from its healthcare business as revenue from the sector is expected to surpass NT$30 billion (US$947.75 million).
Thursday 14 March 2024
Apple seeks growth engines amid slowing investment
Apple expanded its research capacities in China amidst maturing PCs and smartphones and a sluggish Chinese market.
Thursday 14 March 2024
Ko Ja forays into new businesses and industries
Ko Ja (Cayman), a maker of Membrane Touch Switches (MTS) used mainly for notebook keyboards, has been actively investing in chemical and optical materials while strengthening its...
Tuesday 12 March 2024
Great expectations for AI highlight ABF pain points
The ABF substrate industry is in a quandary.
Tuesday 12 March 2024
Taiwan science parks see combined revenue decline in 2023; expansion plans and government support
According to Taiwan's National Science and Technology Council (NSTC), in 2023, the total combined revenue of Taiwan's government-developed science parks, which include Hsinchu Science...
Tuesday 12 March 2024
Broadcom profit soars as AI chip sales push revenue forecasts beyond US$10 billion
Nvidia's rising profitability amid the AI surge has captivated attention from around the globe. However, regarding AI chip revenue, SemiAnalysis analysts have highlighted that Broadcom...
Monday 11 March 2024
Notebook ODMs see growth in February shipments, full industrial rebound premature
Despite a shorter February, most notebook (NB) ODMs saw shipment growth and expressed optimism for March. However, concluding a complete rebound in the notebook industry may be pre...
Monday 11 March 2024
Top-5 wafer fab equipment makers see combined revenue slip 1% in 2023
At US$93.5 billion in 2023, the combined revenue of the top five Wafer Fabrication Equipment (WFE) manufacturers decreased by 1% annually due to sluggish memory spending, a macroeconomic...
Monday 11 March 2024
Taiwan wind maker Yen Sun is a big fan of high-end computer cooling opportunities
Fan maker Yen Sun thinks growth lies in high-end computer cooling.