Equipment makers have seen the visibility of TSMC's order extended to 2025, and Intel and OSATs have also placed orders, according to industry sources in Taiwan.
Steve Chen, General Manager of Corporate Administration at Win Semiconductors, the leading gallium arsenide (GaAs) wafer foundry, stated that with the increase in smartphone shipments...
In the second quarter outlook for 2024, MediaTek has projected a return to normalcy in shipments after inventory restocking by clients in preceding quarters. Anticipating a decline...
Microsoft Corp. and Google owner Alphabet Inc. sent a clear message to investors on Thursday: Our spending on artificial intelligence and cloud computing is paying off.
Microsoft reported strong quarterly results. The surge was driven by corporate demand for Microsoft's cloud and AI offerings, particularly Azure. Microsoft plans to ramp up Capex...
E-Ink Holdings (EIH) anticipates clearing its electronic shelf label (ESL) inventory by the second quarter, followed by stronger demand in the third quarter. The e-paper giant maintains...