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Thursday 17 October 2024
ASML factors in potential new export curbs on China in financial guidance
Following the early release of its third-quarter financial results, ASML's senior executives explained the factors behind the decline in net bookings and the reduced sales forecast...
Monday 14 October 2024
Hycon merger with SiS to boost revenue and gross margin in 2025
Microcontroller unit (MCU) manufacturer Hycon Technology will officially merge with IC design house Silicon Integrated Systems (SiS) on January 1, 2025. With the support of wafer...
Wednesday 9 October 2024
Memory module houses to expand supply to PC OEMs with low-cost inventory
Leading memory module manufacturers are looking to expand their supply to PC OEM customers to offload low-cost inventory, according to industry sources.
Tuesday 8 October 2024
Macronix on track for growth in 2H24
Macronix International, a maker of mask ROM and flash memory, is expected to resume growing in the second half of this year after experiencing a 20% sequential revenue increase in...
Thursday 3 October 2024
Memory prices show signs of weakness
With memory chip prices showing signs of weakness, memory module houses have implemented inventory management measures in response to the declining value of their inventory, according...
Thursday 3 October 2024
Shorter iPhone 16 delivery times spark mixed reactions: Weaker market demand or better supply chain management?
The shortened delivery times for the iPhone 16 series have sparked mixed reactions. Some view it as a sign of weaker demand, while others attribute it to improved supply chain management...
Wednesday 25 September 2024
IC design house Ene sees robust demand for gaming MCUs
Microcontroller unit (MCU) specialist Ene Technology has seen good inventory stocking demand for MCUs by gaming customers and expects overall performance in the fourth quarter to...
Tuesday 24 September 2024
IPC makers eye strong recovery as global markets rebound, project benefits stretch into 2025
Major industrial PC (IPC) manufacturers like Advantech and DFI are showing signs of stabilization despite a sluggish market. Meanwhile, with the Chinese market bottoming out and renewed...
Tuesday 24 September 2024
iPhone 16 initial sales strong; staying power to be determined
Apple's iPhone 16 series officially launched on September 20. While the initial inventory for telecom operators and retailers sold out instantly, the sustainability of this sales...
Monday 23 September 2024
SSD spot price plummets in China as Chinese memory manufacturers intensify inventory liquidation amid tax audits
As consumer demand remains weak and China intensifies audits, Chinese memory module manufacturers are doubling their liquidation efforts after offloading excess inventory in the second...
Thursday 19 September 2024
Polarizer suppliers brace for panel output cutbacks
China-based panel manufacturers are set to implement a two-week production cut during the National Day holiday. Industry projections indicate that the average capacity utilization...
Wednesday 18 September 2024
Inventory dumping threatens DDR4 memory market
DRAM contract prices are expected to increase quarterly throughout 2024. However, inventory dumping has put pressure on DDR4 due to low demand for PC and mobile phone applications,...
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...