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NEWS TAGGED SHIPMENTS
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.
Monday 11 March 2024
Coretronic shipments in March boosted by imaging and energy-saving products
Coretronic Corp. has reported a consolidated revenue of approximately NT$2.74 billion for February 2024, a decrease of 14% compared to the previous month's consolidated revenue of...
Friday 8 March 2024
Taiwan LED makers see shipment pull-ins pick up
The demand for LED products is gradually warming up following a period of inventory adjustments in the market. While LED companies experienced a general decline in revenue for February...
Thursday 7 March 2024
Compound semi market to expand in 2024
Low Earth orbit (LEO) satellites, Internet of Things (IoT) devices, and mobile phones are expected to fuel growth for the compound semiconductors market in 2024.
Tuesday 5 March 2024
Largan Precision sees record revenue in the first two months of 2024
Encountering the traditional off-season of the optical industry, Largan Precision announced its February revenue on the 5th, showing a month-on-month decline and a year-on-year increase,...
Tuesday 5 March 2024
Taiwanese transmission component makers gear up for growth as Chinese market rebounds
Thanks to the recent upswing in the Chinese market, AirTAC International and Hiwin Technologies, Taiwan's leading transmission components suppliers, have unveiled encouraging performance...
Tuesday 5 March 2024
Quanta's Barry Lam: AI server shipments in 2024 will be excellent
On March 4, Quanta chairman Barry Lam attended the annual meeting of the Institute for Biotechnology and Medicine Industry (IBMI) and acted as the keynote presenter for Asus chairman...
Tuesday 5 March 2024
Chinese semiconductor market remains oversupplied
China's semiconductor market is being hit by a host of problems, such as overcapacity, with a bumpy ride likely lying ahead throughout 2024, according to industry sources.
Tuesday 5 March 2024
AI smartphones unlikely to gain significant traction for another 2-3 years
The launch of Samsung Electronics' Galaxy S24 series of flagship AI-capable smartphones has prompted many other companies to follow suit, making 2024 the first year of AI mobile phone...
Monday 4 March 2024
Global server industry and shipments, 2024

Introduction

Friday 1 March 2024
TSMC ramping up CoWoS capacity
TSMC has been increasing its monthly production capacity for CoWoS (chip-on-wafer-on-substrate) advanced packaging, allowing it to increase AI GPU output for Nvidia and AMD, which...
Thursday 29 February 2024
Notebook shipment update, January 2024

Introduction

Thursday 29 February 2024
ODM Wiwynn sees AI server sales climb
According to Taiwan-based ODM Wiwynn, the share of revenue attributed to AI server orders grew to more than 20% in the fourth quarter of 2023.
Tuesday 27 February 2024
Will the 2024 Olympics be a boon for TV panel makers?
Although market forecasts have expected major sporting events in 2024 to drive a wave of TV upgrades, this has generally not been the case in the past. What can be expected is growth...
Tuesday 27 February 2024
Global server shipment forecast, 2024 and beyond

Introduction