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Tuesday 10 December 2024
TSMC's November revenue decline less than expected, with annual revenue set to increase by nearly 30%
Surpassing market expectations, TSMC reported a consolidated revenue of NT$276.058 billion (approx. US$8.504 billion) for November 2024. Although this represents a decrease of 12.2%...
Tuesday 10 December 2024
Taiwan's AM parts makers thrive in 2024 amid global auto market slowdown
Taiwan-based automotive aftermarket (AM) parts manufacturers continue to dominate the global supply chain, holding an impressive 90% market share. Despite a slowdown in overall car...
Tuesday 10 December 2024
South Korea's OLED giants face Chinese price challenge amid Apple reliance
LG Display (LGD) and Samsung Display (SDC) dominate high-end OLED technology, but their reliance on Apple orders faces pressure from cheaper Chinese OLED panels supplied to local...
Tuesday 10 December 2024
Challenges in developing semiconductor industries in emerging countries
In response to the semiconductor shortages caused by the pandemic and the ongoing tensions between the US and China, countries have increasingly focused on strengthening their semiconductor...
Tuesday 10 December 2024
Startup set to disrupt silicon photonics market with breakthrough optical isolator chip
Spun off from a laboratory at Inha University in South Korea, PhotoniSol, a dynamic startup, is leading the charge in silicon photonic integrated devices. The company focuses on commercializing...
Tuesday 10 December 2024
SK Hynix restructures CIS organization seemingly to replicate HBM success model
Despite the low profitability of SK Hynix's CMOS image sensor (CIS) business, the company has decided to retain this segment and reorganize its CIS development team under the Future...
Tuesday 10 December 2024
Acer reports November revenue up 20.9%, driven by PC, chromebooks, and diversified business units
Acer reported consolidated revenue of NT$22.749 billion (US$6.7 million) for November, marking a 20.9% increase from October and 13.1% growth compared to the same period last year...
Tuesday 10 December 2024
US accelerates replacement of Chinese telecom equipment, Taiwan chip firms eye windfall
The US House of Representatives is preparing to vote on the fiscal year 2025 national defense budget, which includes a US$3 billion provision aimed at helping US telecoms completely...
Tuesday 10 December 2024
YMTC denies backdoor listing rumors amid rising industry scrutiny
China-based Yangtze Memory Technologies Corp (YMTC) has dismissed speculation of a "backdoor listing," issuing a rare public statement on December 9, 2024, to refute rumors connecting...
Tuesday 10 December 2024
Taiwanese PA makers eye LEO product potential for smartphones
Smartphone shipments underperformed in the second half of 2024, particularly with Android momentum in China slowing compared with the first half of the year. As a result, Taiwanese...
Tuesday 10 December 2024
Japanese intervention reportedly keeps China's CXMT off US entity list
Japan reportedly played a crucial role in keeping Chinese memory maker ChangXin Memory Technologies (CXMT) off the recently updated US Entity List, according to sources from China's...
Tuesday 10 December 2024
China launches antitrust investigation into Nvidia amid escalating US-China chip tensions
Amid heightened US-China chip tensions, Chinese regulators have launched an antitrust investigation into Nvidia, alleging that the US chip giant has violated the terms of its 2020...
Tuesday 10 December 2024
Polytronics achieves record revenue in 3Q24, plans to enter semiconductor market in 2025
Taiwan-based protective component manufacturer Polytronics reported a record high in revenue and gross margin for the third quarter of 2024, driven by increased demand for components...
Tuesday 10 December 2024
Assessments suggest Taiwan drone supply chain may lag 3-5 years behind China
Taiwan's emerging drone sector shows promise but faces hurdles in catching up with China's established industry. Recent events demonstrate Taiwan's commitment to growing its drone...
Tuesday 10 December 2024
China's industrial and automotive chip drive powers military-grade AI robotics
China's push for semiconductor self-sufficiency, spurred by US restrictions, is yielding dual-use technological advances that span both civilian and defense sectors. Several key developments...