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Thursday 1 February 2024
No off-season in 2024 for server makers as AI bolsters growth
Leading US server brand Supermicro has been among the first companies to release its financial report for the preceding quarter, and its optimistic forecast for the current season...
Thursday 1 February 2024
WT Micro sees AI server application orders generate more revenue
IC distributor WT Microelectronics anticipates that revenue generated from orders related to AI server applications will more than double year-on-year in the first quarter of 2024,...
Wednesday 31 January 2024
AMD's weak forecast overshadows prospects for AI chips
Advanced Micro Devices Inc. declined in late trading after giving a weak revenue forecast, even as the chipmaker predicted that new artificial intelligence processors would generate...
Wednesday 31 January 2024
Microsoft records substantial financial growth across the board
According to Microsoft's latest earnings report for the quarter that ended in December, the company's revenue grew by 17.58% to US$62 billion, with gross profit, operating income,...
Wednesday 31 January 2024
Samsung DRAM biz posts profit in 4Q23
Samsung Electronics has reported operating profits of KRW2.82 trillion (US$2.12 billion) on consolidated revenue of KRW67.78 trillion for the quarter ending on December 31, 2023....
Wednesday 31 January 2024
AMD expects flat sequential growth in Data Center business, eyes on AI PCs
Despite growing revenue and a surge in operating income and profit, AMD gave a disappointing flat guidance for the current quarter. The company expects the emerging AI PCs to lead...
Wednesday 31 January 2024
MCU firm Holtek expects inventory to revert to normal by 2Q24
Inventory levels for microcontrollers (MCU) are expected to return to normal by the second quarter of 2024, or possibly as early as the first quarter, according to Tsai Jung-tsung,...
Wednesday 31 January 2024
Apple Vision Pro launch countdown; prospect of XR headset market
Apple's new-generation Vision Pro is slated to hit US shelves on February 2, and initial shipments are closely followed by Apple's suppliers and competitors. Industry insiders hail...
Tuesday 30 January 2024
Inventec expects AI server shipments to surge in 2024
Inventec's AI server shipments in 2024 are predicted to more than double compared to 2023, according to Jack Tsai, president of the Taiwan-based ODM. Tsai noted the increased average...
Tuesday 30 January 2024
Intel stumbles in AI race as data center growth stalls, lagging behind competitors
Intel's data center business division was once a lucrative cash cow for a considerable amount of time. However, it has since witnessed a significant decline in its prominence. Despite...
Tuesday 30 January 2024
Advanced processes and subsidiary performance drive momentum for Gudeng
Taiwan-based semiconductor equipment supplier Gudeng Precision Industrial is forecasting high profits for 2024, with chairman Chiu Ming-Chien predicting double-digit growth in annual...
Monday 29 January 2024
Optoelectronics firm VPEC is beaming about AI phone growth prospects
The arrival of the AI smartphone era is giving GaAs (Gallium Arsenide) Epitaxial chip (Epi) manufacturers such as Taiwan's VPEC (Visual Photonics Epitaxy Co.) something to get excited...
Monday 29 January 2024
DDR5 enters sweet pricing point as price gap narrows with DDR4
Amid a recovery in the memory industry driven by robust demand for AI applications, upstream manufacturers are actively promoting DDR5 and high-bandwidth memory (HBM) to enhance profitability...
Monday 29 January 2024
ASML rides dual-axis EUV boom as memory vendors join buying spree alongside logic chipmakers amid GenAI wave
When will memory manufacturers restart expansion plans after weathering the storm of a sluggish market and falling average selling prices (ASPs)? This question appears not hard to...
Friday 26 January 2024
ASML's High-NA EUV under the spotlight as urgent orders from China wane
Urgent orders from China due to US export controls have become a last resort for ASML in the global semiconductor industry downturn. Now, at the beginning of 2024, ASML has confirmed...