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Thursday 31 October 2024
AI data centers to drive 2025 growth, says Delta
"AI will continue to drive growth for the company in 2025", says Ping Cheng, the chairman and CEO of leading power supply specialist Delta Electronics. His optimism followed the generative...
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
DuPont and Zhen Ding form strategic partnership to develop high-end PCB technology
DuPont and Zhen Ding Technology have announced the establishment of a strategic cooperation agreement in the field of advanced PCB technology. Charles Shen, chairman of Zhen Ding,...
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...
Wednesday 30 October 2024
Samsung enters the SiPh race with I-Cube So/Eo, challenging TSMC and China's rising stars
Samsung Electronics and TSMC are ramping up the development of SiPh technology to handle the exponential data growth driven by AI applications. The Seoul Economic Daily reports...
Wednesday 30 October 2024
Coretronic lowers 4Q24 shipment outlook amid weak demand through 2025
Coretronic has lowered its 2024 full-year shipment forecast for two major product lines due to delayed mass production of monitor products and lower-than-expected demand from sports-related...
Wednesday 30 October 2024
CIS packaging firm Tong Hsing projects seasonal decline in 4Q24, cautious growth outlook for 2025
The semiconductor packaging specialist and Yaego Group affiliate Tong Hsing Electronics reported that seasonal patterns in 2024 have differed from previous years, with revenue remaining...
Wednesday 30 October 2024
Diode maker Eris expects market visibility to improve in 2Q25
Due to inventory adjustments, ongoing wars, and the macroeconomic situation, uncertainties in the global automotive and industrial control markets may persist until the second quarter...
Wednesday 30 October 2024
Yageo sees demand growth for AI, challenges for industrial control devices
Yageo, a maker of passive components, remains optimistic about AI demand but expresses caution regarding the demand for industrial control applications. The company anticipates a...
Wednesday 30 October 2024
PTI leverages FOPLP and HBM momentum as AI revenue share grows
Powertech Technology (PTI), a backend service provider, anticipates that orders for AI device applications will constitute a larger portion of the company's revenue. This is attributed...
Wednesday 30 October 2024
Undaunted by AI rivals, Alphabet's core businesses hold strong amid growing competition
When tech giants and startups are leveraging AI to challenge Alphabet's dominance in various areas, the company's latest results show its core businesses remain resilient against...
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
Copper-clad laminates: aiming for growth amid AI data center boom
As product specifications advance, copper-clad laminate (CCL) manufacturers are optimistic about growth in AI data centers and automotive electronics. Taiwan-based firms such as Elite...
Tuesday 29 October 2024
TSMC's go-to partner for AI demand: ASE's SPIL invests US$13 million to boost CoWoS capacity
TSMC is strengthening its partnerships with OSAT providers, outsourcing key stages of its CoWoS packaging technology. ASE's subsidiary Siliconware Precision Industries (SPIL) has...