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Wednesday 23 October 2024
Tier-1 and other automotive suppliers face EEA transition pain
The pace of conventional automakers in Europe and the US adopting automotive electronic and electrical architectures (EEA) lags behind that of emerging automakers like Tesla and Chinese...
Tuesday 22 October 2024
PCB makers await auto, LEO satellite demand amid consumer electronics slump
Although AI has become a major highlight for consumer electronics vendors in 2024 after more than two years of sluggish market performance, actual sales numbers have yet to reflect...
Tuesday 22 October 2024
MediaTek to embrace strong 4Q24
As Oppo launches its new model ahead of schedule, and other Chinese brands introduce new models, MediaTek is expected to report strong results for the fourth quarter of 2024, according...
Monday 21 October 2024
iPhone 16 sales soar 20% in China debut as demand returns
Sales of Apple Inc.'s newest iPhones in China are up 20% in their first three weeks compared with 2023's model, a positive sign for a device that struggled this year to gain traction...
Friday 18 October 2024
ASML faces headwinds: Samsung's delays in wafer investment slashes EUV demand
ASML is under scrutiny amid a sharp drop in equipment orders and a gloomy sales outlook for 2025. The slump is tied to declining sales in China and setbacks faced by major client...
Friday 18 October 2024
Apple, Huawei lose steam, paving the way for Android SoC market breakthrough
Apple's sales growth in China has slowed in 2024, falling behind previous years' trends. Huawei, having re-entered the flagship market with its Mate 60 series in 2023, is now reportedly...
Friday 18 October 2024
Largan sees handset customers cut back orders, cautious about 4Q24 prospects
Largan Precision, a leading smartphone lens manufacturer reportedly in the Apple iPhone supply chain, has expressed caution about market prospects for the fourth quarter of 2024,...
Friday 18 October 2024
Rumors of factory sales resurface, Innolux states there are no existing plans
Following the sale of its Fab 4 to TSMC, rumors have emerged that Innolux may soon sell additional factories to TSMC, causing unease among employees and the supply chain. In response,...
Friday 18 October 2024
Mixed smartphone outlook for Apple and competitors
The outlook for Apple's iPhone and competitors' smartphones may be mixed, but Largan Precision, a leading phone camera lens supplier, remains conservative about the overall market.
Thursday 17 October 2024
TSMC reports soaring profits in 3Q24, US$23.5 billion earned in the first three quarters
TSMC announced its financial results for the third quarter of 2024 on October 17th, reporting consolidated revenue of NT$759.69 billion (approx. US$23.5 billion) and a net profit...
Thursday 17 October 2024
Seres and Huawei's EV collaboration boosts supplier revenue in Q3
Chinese automaker Seres, in partnership with Huawei to produce the Aito EV brand, reported strong financial results for the first three quarters of 2024, driving notable growth for...
Thursday 17 October 2024
Apple AI services to expand next year; potentially squeezing Samsung Galaxy S25's market space
In 2024, despite sluggish global sales of Apple's iPhone 16 series, bank analysts are optimistic about a potential reversal through updates to the company's AI service, "Apple Intelligence."...
Thursday 17 October 2024
Passive components supply chain upbeat about 2025 thanks to AI boom
Taiwan's passive components supply chain is anticipating a favorable market outlook for 2025 as a result of the demand generated by AI device applications, according to industry so...
Thursday 17 October 2024
Lite-On expects strong AI-related sales growth in 2025
Lite-On Technology, a supplier for Nvidia's Blackwell GB200 chip, projects substantial sales growth in AI-related businesses for 2025.
Thursday 17 October 2024
Himax and Elan capitalize on rising demand for AI PC touchscreens
Even though a true AI PC sales boom has yet to materialize, both supply chain firms and end-user brands are already innovating in terms of AI PC functions and designs. For Taiwanese...