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Tuesday 13 August 2024
AI-enhanced smartphone boom fuels FocalTech's AMOLED DDI sales growth
Taiwan's display driver IC (DDI) vendor, FocalTech Systems, experienced mixed sales performances across its diverse product lines in the second quarter of the year. Despite this,...
Tuesday 13 August 2024
Taiwan-based IC substrate makers project strong sales growth in 2H24
IC substrate providers have reported improving sales, with suppliers expecting significant growth and enhanced profit margins in the second half of 2024.
Tuesday 13 August 2024
SK CEO expects HBM4 launch ahead of schedule
Tae-won Chey, CEO and chairman of SK, was quoted in recent South Korean media reports as addressing the market's growing fears about the AI bubble and the commercialization of sixth-generation...
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...
Tuesday 13 August 2024
Elan reports strong Q2 results, anticipates growth in notebook touchscreen chip sales
Leading touch microcontroller maker Elan Microelectronics posted stellar results for the second quarter of 2024, with high-margin touchscreen chips leading the charge as the company...
Tuesday 13 August 2024
Flexium anticipates profitable transformation by 2025 amid stable Q3 operations
Flexium, Taiwan's leading flexible printed circuit (FPC) company, held an earnings call on August 12, highlighting its strategic transformation towards high-frequency transmission...
Tuesday 13 August 2024
Industrial memory demand picking up
The third quarter of 2024 has seen a steady increase in the demand for industrial memory, thanks to rising DRAM contract prices and end-market inventory correction coming to an end,...
Monday 12 August 2024
PCB firm Compeq enjoys ramp-up in orders for LEO satellites
Compeq Manufacturing is one of the Taiwan-based PCB manufacturers aiming to prioritize low Earth orbit (LEO) satellite and AI server applications in 2024. Compeq, which has a long...
Monday 12 August 2024
China gaining self-sufficiency in semiconductor equipment, but crucial exposure tools remain constrained
The US chip prohibition has limited China's access to cutting-edge semiconductor manufacturing equipment. As a result, China has in recent years become increasingly self-sufficient...
Monday 12 August 2024
Himax beats 2Q24 expectations with strong automotive DDI growth, faces 3Q headwinds amid Chinese market slump
Taiwanese display driver IC (DDI) leader Himax Technologies reported a robust second quarter, driven by strong demand for automotive DDI. However, the company is adopting a cautious...
Monday 12 August 2024
China fab tool industry poised to make significant strides, says AMEC CEO
Advanced Micro-fabrication Equipment (AMEC), a China-based semiconductor equipment manufacturer, has emerged as a formidable competitor to Applied Materials, Lam Research, and other...
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 targets CoWoS expansion with potential purchase of Innolux plant
At the close of 2023, Innolux shuttered its 5.5-generation LCD panel facility. Reports suggest that potential buyers for this plant include Micron and TSMC. Recently, TSMC has reportedly...
Monday 12 August 2024
Shifting focus: how VCs in India are turning to deep tech
Last week, India's startup ecosystem reached another milestone as EV company Ola went public, joining the ranks of several other firms that have made similar moves in recent years.
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,...