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NEWS TAGGED PERFORMANCE
Wednesday 14 August 2024
Chinese firms dominate as global EV battery market faces headwinds
Global demand for new energy vehicles (NEVs), including battery electric vehicles (BEVs), plug-in hybrids (PHEVs), and hybrids, experienced significant volatility in the first half...
Wednesday 14 August 2024
E-paper industry sees a colorful boost
The e-paper industry is undergoing a significant transformation as it shifts from monochrome to color displays, triggering a replacement cycle for end products and boosting performance...
Wednesday 14 August 2024
Nvidia H100/H200's supply surge to boost Asus, Gigabyte, ASRock 2H24 growth forecasts
The production volume of Nvidia's H100 and H200 GPUs has been increasing monthly, potentially driving growth for companies in the server industry chain.
Wednesday 14 August 2024
Polarizer panel companies focus on high-value products amid weak pull-ins for 2H24
The panel industry experienced strong demand in the first half of 2024 due to early pull-ins by end-product manufacturers. However, as end market performance fell short of expectations,...
Tuesday 13 August 2024
PixArt sees peak season momentum in 2H24
PixArt Imaging, an IC design house specializing in CMOS image sensors (CIS) and other sensor chips, expects peak season momentum to drive sales in the second half of 2024.
Tuesday 13 August 2024
Robust AI server sales buoy Wistron 2Q24 results
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
Tuesday 13 August 2024
Yageo's July revenue hits new high, driven by AI demand
Yageo, a leading global electronic components manufacturer, announced record-breaking revenue for July 2024, driven by the growing demand for AI-related applications. The company's...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
Monday 12 August 2024
TSMC leads as SMIC struggles with government dependency
The semiconductor foundry industry's first-half results and second-half outlook reveal a growing divide between the dominant players and those struggling to keep up. As expected,...
Monday 12 August 2024
AI servers boost Inventec, Wistron July sales
Robust AI server demand boosted sales performance for ODMs including Inventec and Wistron in July 2024.
Monday 12 August 2024
OLED iPad supply chain shift: LGD expands as SDC rumored to scale back
Apple's first OLED iPad will feature panels supplied by LG Display (LGD) and Samsung Display (SDC). However, recent reports indicate a shift in the supply chain dynamics, with SDC...
Monday 12 August 2024
Intel's market value nears OpenAI's following series of missed AI investment opportunities
Intel, a tech giant already struggling in the AI race, has seen its recent operational performance falter and its market value plummet to a level startlingly close to that of OpenAI...
Friday 9 August 2024
Consumer electronics peak season boosts AmTRAN's 3Q performance outlook
Driven by higher consumer electronics demand and foreign exchange gains, AmTRAN achieved profitability for the fourth quarter. The company anticipates continued growth due to rising...
Friday 9 August 2024
TSMC posts over 20% revenue surge in July
TSMC has reported revenue of NT$256.95 billion (US$7.94 billion) for July 2024, up 23.6% sequentially and 44.7% year over year.
Friday 9 August 2024
India expected to see single-digit shipment growth in smartphones in festive season
As India approaches its annual festive season, which usually represents a substantial share of its smartphone sales, consultancies do not expect strong performance in 2024. While...
CPC
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