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Monday 16 September 2024
Electronic component distributors expect revenue peak in 3Q24
As the electronics market enters the traditional peak season, increased demand for electronics has led to revenue growth for component distributors. With sustained demand in the server...
Thursday 12 September 2024
IC distributor GMI warns of still-high inventory in China
IC distributor GMI Technology has cautioned about persistently high inventory levels in China. Still, it remains optimistic about semiconductor demand in communications, AI, and automotive...
Thursday 12 September 2024
IC design houses brace for weak 4Q24 demand, pin hopes on 2025 recovery
As the traditional year-end peak season approaches, the usual surge in chip demand will clearly not materialize this year, aligning with earlier predictions in the industry. With...
Friday 6 September 2024
TV panel sales to slow in 4Q24
The fourth quarter of 2024 is expected to see a decrease in the sales of TV panels, which has prompted major suppliers to reduce their output to sustain pricing, according to industry...
Monday 2 September 2024
LCD TV panel market braces for extended price war as Chinese majors battle for dominance
The LCD TV panel market is grappling with challenges due to declining prices and a price war between BOE and TCL CSOT. A production cut slated for October aims to reduce inventory...
Friday 30 August 2024
Global OSAT industry, 2024

Introduction

Friday 30 August 2024
iPad mini 7 rumored for September launch as current model inventory dwindles
Apple could be preparing to launch a new generation of the iPad mini, tentatively named the iPad mini 7.
Friday 30 August 2024
IntelliEPI reports GaSb shipment growth and robust raw material inventory amid China's export controls
Yung-chung Kao, chairperson of IntelliEPI, stated that despite revenue growth in the first half of 2024, the company experienced increased losses and a decline in gross margin due...
Tuesday 27 August 2024
Demand for electronic shelf labels to increase through 1H25, says E Ink
Taiwan-based e-paper maker E Ink Holdings is optimistic about the demand for electronic shelf labels (ESL) and expects related orders to continue growing through the first half of...
Tuesday 27 August 2024
Handset panel demand weakening in 2H24
Demand for LTPS LCD and AMOLED handset panels is expected to decelerate in the second half of 2024 with prices weakening, as handset customers start adjusting inventory, according...
Thursday 22 August 2024
Global foundry revenue rises on AI demand
The global foundry industry's revenue grew about 9% sequentially and 23% year on year in the second quarter of 2024, according to Counterpoint Research. The sequential growth was...
Thursday 22 August 2024
Cheng Mei adopts cautious outlook amid uncertain panel demand in 3Q24
Cheng Mei Materials, a leading polarizer manufacturer, has reported weaker-than-expected panel demand for the third quarter. With the possibility of China adjusting its production...
Thursday 22 August 2024
IC design houses see weak 3Q24 for non-Apple consumer products
IC design companies are expected to experience a particularly bleak third quarter of 2024 for non-Apple consumer devices, according to industry sources.
Wednesday 21 August 2024
Details on why Wiwynn is suing Musk's X over unpaid server bills
Wiwynn recently filed a lawsuit in the US District Court for the Northern District of California, accusing X (formerly known as Twitter) of breaching an eight-year-long business agreement...
Tuesday 20 August 2024
IPC industry optimistic on growth in 2H24 due to market stabilization
Due to several factors such as inventory de-stocking and investment delays caused by weak economic environments, many industrial PC (IPC) companies faced declines in the first half...
TPCA
Summary of Tech Supply Chain News!
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research
Competitive color technologies expand e-paper market potential, moving beyond zero-sum game, says DIGITIMES Research