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Thursday 14 November 2024
Chinese MCU firms see demand recovery, optimistic about 2024 sales results
Chinese microcontroller unit (MCU) firms have observed a resurgence in demand and expressed optimism about their full-year 2024 sales results. Several Chinese MCU firms have reported...
Wednesday 13 November 2024
TEL benefits from AI demand; revenue share from China projected to decline
Investment demand for chips used in generative AI is benefiting several Japanese semiconductor equipment manufacturers, with Tokyo Electron (TEL) raising its full-year profit outlo...
Wednesday 13 November 2024
PMIC firm GMT steps up non-consumer applications developments
Global Mixed-mode Technology (GMT), a supplier of power management IC (PMIC), has expanded into non-consumer electronics to avoid competition in mass-market applications.
Wednesday 13 November 2024
Chinese fab toolmakers invest more in R&D amidst domestic replacement wave
Leading Chinese semiconductor equipment manufacturers, including ACM Research (Shanghai), AMEC, and Naura, have boosted their R&D investments to accelerate the development of...
Tuesday 12 November 2024
Asus expects sequential revenue decline in 4Q24 despite Black Myth boost
On November 8, 2024, Asus held its financial briefing for the third quarter, reporting a significant boost in gaming notebook sales in the Chinese market, driven by the popularity...
Tuesday 12 November 2024
Double 11 sales surge drives mobile device demand
Despite cautious economic forecasts for the fourth quarter of 2023, e-commerce platforms have reported robust sales during the Double 11 shopping festival, providing a boost to the...
Tuesday 12 November 2024
China subsidy programs boost short lead-time orders for home appliance chips
According to sources at IC design houses, China's subsidies aimed at boosting replacement demand have managed to generate short lead-time orders for household appliance application...
Tuesday 12 November 2024
Five key impacts of TSMC's 7nm AI chip sales halt to China
TSMC has reportedly notified Chinese customers that shipments of AI-related chips made with 7nm or below processes will be halted. Additionally, any AI chip projects initiated after...
Monday 11 November 2024
BYD closing in on Ford deliveries after besting Tesla on revenue
Fresh from besting Tesla Inc. on quarterly revenue for the first time as an electric vehicle company, BYD now has legacy automakers in its sight.
Monday 11 November 2024
US chip curbs boost Huawei's lead in China's autonomous vehicle race
With US restrictions on China's semiconductor sector affecting its intelligent vehicle development, Huawei has emerged as a crucial player in advancing the nation's autonomous driving...
Friday 8 November 2024
Orders from key clients boost TSMC's October revenue to over NT$300 billion
TSMC saw its monthly revenue top NT$300 billion (approx. US$9.4 billion) for the first time in October 2024, driven by a rise in significant orders from important clients such as...
Friday 8 November 2024
SMIC reports record revenue, but faces competition with limited gross margin
SMIC, China's largest pure-play semiconductor foundry, recorded US$2 billion in revenue in a single quarter, with its utilization rate surpassing 90%. However, its relatively limited...
Thursday 7 November 2024
Panasonic's battery division offsets EV sales slowdown with rising demand for data center energy systems
Panasonic's battery manufacturing division has found a silver lining in the growing demand for data center energy systems, offsetting the impact of slowing electric vehicle (EV) sales...
Thursday 7 November 2024
Toyota suppliers cut fiscal guidance amid sluggish sales and production cuts
Toyota's major automotive component suppliers have revised their financial guidance downward for the fiscal year ending in March, according to their latest financial results.
Thursday 7 November 2024
Qualcomm surpasses expectations with strong 4QFY24 driven by handset gains, boosted by 40% growth in China OEMs
Boosted by the recovering Chinese market, Qualcomm recorded better-than-expected sales and issued an optimistic sales forecast for the current period, highlighting promising trends...