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Thursday 25 January 2024
ASML expects strong rebound in 2025, optimistic about orders from memory makers
ASML reported strong books for the last quarter. The lithography equipment giant still expects uncertainties in the chip industry in 2024, and the demands from memory makers will...
Thursday 25 January 2024
For PCB manufacturers, improving specs is key to recovery
The PCB industry has been on a roller coaster ride in the past three years, with 2021 and 2022 seeing a massive disruption in the supply chain caused by pandemic-related imbalances...
Thursday 25 January 2024
TI may be under more pressure than other IDMs
Texas Instruments (TI) is expected to see more significant impacts from the weak demand in the industrial and automotive markets than other IDMs, according to industry sources.
Wednesday 24 January 2024
ASML orders triple as demand for most-advanced gear soars
ASML Holding NV orders more than tripled last quarter from the previous three months as demand for its most sophisticated machines soared, in a sign that the semiconductor industry...
Wednesday 24 January 2024
TV makers stockpiling panels, other components ahead of panel production cuts
Panel manufacturers on both sides of the Taiwan Strait plan to reduce production significantly during the Lunar New Year, encouraging a price rebound. This scheme has prompted white-box...
Wednesday 24 January 2024
TSMC CoWoS capacity expansion to support AI server sales
A significant ramp-up in CoWoS production capacity at TSMC is anticipated to propel server companies' AI server sales to new heights in 2024, according to industry sources.
Tuesday 23 January 2024
4Q23 PC shipments slip, shipment momentum to return in 1H24
The global PC market ended the fourth quarter of 2023 with a 0.2% year-on-year shipment decrease, according to the latest Counterpoint Research data. This was the eighth consecutive...
Tuesday 23 January 2024
Japan-based semiconductor equipment suppliers thrive with increased demand in China and generative AI
Major Japan-based semiconductor equipment saw their market capitalization more than double in 2023, with other suppliers reporting nearly doubling of their market valuations, highlighting...
Tuesday 23 January 2024
Global server shipments to return to growth in 2024
Global server shipments are expected to rebound in 2024 after a decline in the previous year, according to market sources.
Tuesday 23 January 2024
TDK answers call for thinner smartphones with new battery
Japanese electronic component manufacturer TDK has developed a new battery to cater to the demand for thinner smartphones.
Tuesday 23 January 2024
For Pegatron, lower profit margins may not be drawback
Apple's no. 2 supplier, Pegatron, has faced challenges on multiple fronts, with an oversaturated smartphone market, recent iPhones being criticized for lacking innovation, and increasing...
Tuesday 23 January 2024
Chinese power component makers yet to see demand pick up
Chinese power component manufacturers have raised prices for medium and low-voltage MOSFETs and diodes; however, demand has yet to increase as anticipated, according to industry so...
Tuesday 23 January 2024
TSMC, ASEH gearing up to expand advanced packaging capacity
With TSMC and ASE Holdings (ASEH) gearing up to build additional fab capacities for advanced packaging, relevant supply chain participants are optimistic about growth driven by their...
Friday 19 January 2024
Global EV market grows in 2023 while concerns for soft demand remain
Although the world has experienced an economic downturn and consumer spending decline, data from a South Korean research firm showed that the global EV market kept expanding in 2023...
Friday 19 January 2024
Demand ebb sees SK Hynix slash CIS production
A demand downturn has made SK Hynix reduce the production of CMOS image sensors (CIS) and prioritize High Bandwidth Memory (HBM) business in the short term.
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Summary of Tech Supply Chain News!
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research