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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,...
Wednesday 10 July 2024
Screen targets doubling sales in a decade with expanded R&D and capital expenditure plans
Screen unveils its three-year mid-term business plan, aiming to increase its overseas R&D spending to address advancements in semiconductor process miniaturization, while also...
Wednesday 10 July 2024
TSMC records 30% YoY growth in sales, Q2 revenue exceeding guidance
TSMC recorded its financial performance in line with market expectations, with consolidated revenue in June at NT$207.869 billion, down 9.5% month-on-month but up 32.9% compared to...
Wednesday 10 July 2024
Asustek, Gigabyte post brisk June revenue
Asustek Computer and Gigabyte Technology reported their highest June revenue ever in 2024, indicating a growing demand for AI servers.