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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
TSMC 2024 revenue may exceed NT$3 trillion; several market concerns remain
The TSMC's earnings call on October 17, 2024, showcased impressive results, exceeding the expectations of investors and research institutions alike. While TSMC has provided positive...
Friday 18 October 2024
Carota develops roadmap for meeting new requirements in future transportation in response to smart technology trends in commercial logistic vehicles
Fast-growing demand for transportation efficiency and increasingly stringent environmental protection regulations have made it essential for the global commercial vehicle sector to...
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
ASML, TSMC earnings reveal 2025 chip demand likely to mirror 2024 patterns
ASML and TSMC recently released their latest financial results, revealing contrasting performances but converging on a shared outlook for the semiconductor sector. TSMC reported strong...
Friday 18 October 2024
Foxconn expands into AI with ambitions of forming full supply chain
With the surging demand for computing power driven by artificial intelligence (AI) applications, the AI market continues its rapid expansion.
Friday 18 October 2024
Lenovo CEO bullish on AI PC and infrastructure market growth
AI development has only recently begun, yet two significant business opportunities already lie ahead: AI PCs and AI infrastructure, said Lenovo Group chairman and CEO Yuan-qing Yan...
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
Samsung bets on power semiconductors for EV future after LED division closure
Amidst Samsung Electronics's ongoing reform of its semiconductor operations, the conglomerate has decided to concentrate on developing its power semiconductor business. This strategic...
Thursday 17 October 2024
China imposes restrictions on SiC expansion
Thanks to improving yields in producing silicon carbide (SiC), China has achieved an abundant supply of substrates, even resulting in oversupply. The country has reportedly begun...
Thursday 17 October 2024
China Shock 2.0: global shipping rates signal end of overcapacity or new slowdown?
Amid sluggish domestic consumption and waning investment, China's manufacturing overcapacity—the vast output of the "world's factory"—is increasingly offloaded overseas...
Thursday 17 October 2024
Shin-Etsu Chemical enters semiconductor manufacturing equipment market with interposer-eliminating technology
Shin-Etsu Chemical announced its entry into the semiconductor manufacturing equipment market with new technology designed to eliminate the need for interposers. This innovation could...
Thursday 17 October 2024
LGES reportedly wins multi-billion dollar Mercedes-Benz deal to supply 4680 EV batteries starting 2028
LG Energy Solution (LGES) has reportedly secured a major contract to supply Mercedes-Benz with next-generation 4680 cylindrical batteries for electric vehicles (EVs), starting in...
Thursday 17 October 2024
Arm reportedly attempts to bypass Arm China in IP licensing business and sell directly to Chinese customers
According to Chinese news outlets, Arm is allegedly attempting to bypass Arm China in its IP licensing business and sell directly to Chinese customers. Although Arm has not confirmed...