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NEWS TAGGED 2024
Tuesday 7 May 2024
Taiwan notebooks, 1Q 2024

Introduction

Tuesday 7 May 2024
WinWay expects strong AI and HPC chip demand to drive growth in 2024
IC test interface specialist WinWay Technology is optimistic about its sales prospects for 2024, citing strong demand for AI and HPC chips.
Tuesday 7 May 2024
End of US-China trade war? Cross-strait trade and investment gradually recovering
US Intelligence Communities have successively pointed out that the geopolitical risks in the Taiwan Strait seem to be increasing with incidents such as Xiamen coast guard vessels...
Tuesday 7 May 2024
DRAM and NAND flash prices unlikely to fall over next 2 quarters, says Team Group exec
DRAM and NAND flash prices are unlikely to trend downward in the next two quarters, according to Gerry Chen, president of memory module company Team Group.
Monday 6 May 2024
Winbond stays in the red, to raise funds for improvements
Winbond Electronics, a manufacturer of specialty DRAM and flash memory, sustained operating losses throughout the first quarter of 2024, including a NT$464 million (US$14.4 million)...
Monday 6 May 2024
Nvidia GPU shortage relief: AI server supply chain see shipments accelerate
The shortage of Nvidia GPU supply is easing, allowing players in the server supply chain, such as cooling solutions provider Sunon, to ramp up shipments starting in the first quarter...
Monday 6 May 2024
Military PA provider Transcom sees drones and electromagnetic warfare as growth drivers
Transcom, a Power Amplifier (PA) manufacturer primarily focused on the defense industry, has seen steady growth in its overall operations, benefiting from defense contracts and increasing...
Monday 6 May 2024
AMD optimistic about AI-related performance; gaming business unlikely to improve in short term
In the first quarter of 2024, AMD's data center and client revenue experienced year-on-year growth rates of over 80%. The company is optimistic that AI will fuel these two businesses...
Monday 6 May 2024
Silicon Motion raises sales guidance for 2024
Silicon Motion Technology, a NAND flash device controller specialist, has boosted its revenue forecast for this year after reporting a stronger-than-expected first quarter.
Friday 3 May 2024
What made AMD give a conservative projection for its 2024 outlook?
AMD challenges Nvidia's dominance in the AI market with its Instinct MI300 accelerator which has been well-received by the market. However, since Nvidia's next-generation Blackwell...
Friday 3 May 2024
Apple attributes sales decline to previous high base, anticipates growth in coming quarter
Apple reported a fall in sales over the past quarter due to the high base effect and a few product launches a year ago. Apple anticipates a return to growth in the current quarter...
Friday 3 May 2024
PTI raises 2024 capex by 50% to boost HBM production for lucrative AI opportunities
Taiwan's top memory backend specialist Powertech Technology (PTI) has decided to sharply raise its capital expenditure for 2024 from the original NT$10 billion (US$307.22 million)...
Friday 3 May 2024
Macronix sees orders regain momentum
ROM and flash memory maker Macronix International stayed in the red in the first quarter of 2024 with net losses amounting to NT$1.08 billion (US$33.2 million). Nevertheless, the...
Thursday 2 May 2024
CHPT expects probe card orders to pick up in 2H24
Chunghwa Precision Test Tech (CHPT), an IC test interface solutions provider, is optimistic about demand spurred by AI servers and smartphones and projects a surge in probe card orders...
Thursday 2 May 2024
Novatek sees OLED DDI orders for Apple increase in 2024
Novatek Microelectronics, a major Taiwanese IC design house, is anticipated to officially enter the supply of OLED Display Driver ICs (DDI) for the upcoming Apple iPhone 16 in 2024,...