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Thursday 31 October 2024
Realtek sees recovery signs in networking, automotive segments
While order visibility remains limited, IC design house Realtek Semiconductor (Realtek) reported emerging signs of demand recovery across various applications during a recent earnings...
Thursday 31 October 2024
Corning negotiating higher glass prices with panel makers
Corning is in negotiation with customers about raising prices for its display glass substrates, with panel makers bracing for double-digit increases.
Thursday 31 October 2024
Microsoft reports strong cloud-driven results, aggressively acquiring Blackwell chips to stay ahead
Microsoft reported robust financial results for the first quarter of fiscal year 2025, with revenue reaching US$65.59 billion, primarily driven by its cloud business. Azure demonstrated...
Thursday 31 October 2024
Potential sluggish iPhone 16 sales could restrict Apple's AI development
Apple is following in the footsteps of other tech companies, cautiously leveraging AI to boost iPhone sales. However, analysts believe that the declining upgrade rate for wireless...
Wednesday 30 October 2024
AMD revises MI300 series sales upward to US$5 billion in 2024
During the latest earnings call, AMD once again raised its sales outlook for its AI accelerators, though the growth was not as high as investors had anticipated.
Wednesday 30 October 2024
AMD doubles data center sales, but outlook disappoints
AMD released its latest financial results for the third quarter of 2024. Its revenue rose 18% compared to the same period last year to US$6.82 billion, surpassing the consensus estimate...
Tuesday 29 October 2024
Indonesia continues iPhone 16 ban due to local sourcing rules
The Indonesian Ministry of Industry said that Apple's iPhone 16 series could not be sold due to non-compliance with the domestic component level certificate (TKDN) requirements.
Tuesday 29 October 2024
Onsemi reports steady 3Q24 results amid cooling markets, cautious for 2024 and 2025
On Semiconductor's (Onsemi) latest financial results met expectations despite challenging market conditions. The company also offered a cautious outlook for 2024 and 2025.
Tuesday 29 October 2024
Automotive JVs struggle amid rising competition in China
Automotive joint ventures (JV), which had dominated China's automotive sector for four decades, have encountered heightened competition from Chinese new energy vehicle (NEV) firms.
Tuesday 29 October 2024
BYD's October surge boosts Taiwan's supply chain gains in Q4
BYD's new energy vehicle (NEV) sales excelled in October, buoying the performance of its Taiwanese suppliers in the fourth quarter of 2024, according to market sources.
Tuesday 29 October 2024
Only a few will survive: low-price EV market not sustainable, warns supply chain
Though the 2024 Paris Motor Show has wrapped, the shockwaves sparked by low-cost EVs are still reverberating. Chinese automakers continue to dominate certain markets by slashing prices,...
Tuesday 29 October 2024
Automotive power semiconductor orders rise, yet market uncertainty persists
Taiwan-based makers have seen demand for power semiconductors pick up in China's automobile sector, but the automotive market remains challenging in the foreseeable future, according...
Monday 28 October 2024
Battery giants clash: CALB sues CATL, Tesla for patent infringement
The ongoing patent dispute between China's two major battery leaders, CATL and CALB, has escalated. Following a patent lawsuit filed by CATL against CALB in 2021, the latter has recently...
Monday 28 October 2024
Hyundai's IPO in India highlights ambition to boost EV production and export hub strategy in India
Hyundai Motor's Indian subsidiary (HMIL) has officially listed in India, raising US$3.3 billion in the country's largest IPO to date. Hyundai plans to leverage India's position as...
Monday 28 October 2024
Tesla shifts focus back to EVs with strong Q324 earnings beat
Tesla's Robotaxi launch failed to excite the market, but its third-quarter 2024 earnings brought attention back to its core EV business, beating expectations with strong deliveries...