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NEWS TAGGED INVENTORY
Friday 6 October 2023
Handset industry and SoC makers see smooth destocking
According to sources from handset distribution channels, smooth destocking indicates that restocking for the usual peak season will proceed as usual. While the momentum may not be...
Monday 2 October 2023
IC design firms to see better-than-expected 3Q23
Although September revenue data has yet to be released, IC design houses are expected to see better-than-expected numbers in the third quarter of 2023, based on their performance...
Thursday 28 September 2023
Micron expects inventory control to continue into 2024
Amid the memory downturn, Micron reported a declining revenue and an operating and net income loss for the last quarter and expects a recovery in 2024. Micron plans to keep its inventory...
Thursday 28 September 2023
Optical device maker EZconn expects demand pickup in 2H24
Optical communication device specialist EZconn continues to see its business negatively affected by customer inventory adjustments, but expects demand to pick up in the second half...
Wednesday 20 September 2023
Why are NAND flash prices soaring?
The prices of NAND flash memory have experienced an unforeseen increase, occurring earlier than anticipated, according to industry sources.
Tuesday 19 September 2023
Packaging material distributors see stable demand for automotive, advanced packaging
Semiconductor material distributors, such as Niching Industrial, Chang Wah Technology (CWTC), Topco Scientific, and Wahlee Industrial, continue to observe relatively stable demand...
Tuesday 19 September 2023
Memory makers see end-market demand still lag behind supply
Memory makers continue to see end-market demand trail behind supply, but a recent surge in spot prices has prompted channel distributors and retailers to stockpile in anticipation...
Monday 18 September 2023
Flash supply chain sees inventory restocking; Macronix and Phison expect growth in the second half of the year
With NAND flash spot prices seeing a recent bounce back, the market expected that the atmosphere of industry-wide price increases will help customers restart procurement, which can...
Friday 15 September 2023
IC leadframe suppliers brace for profit decrease in 2023
IC packaging leadframe suppliers are bracing for on-year profit decreases in 2023, as demand for automotive chips cannot offset the impact of diminishing consumer chip demand, according...
Thursday 14 September 2023
Global fab equipment spending to return to growth in 2024
In 2023, global spending on fab equipment for front-end facilities is projected to decrease by 15% before rebounding with a 15% year-over-year increase in 2024, according to a recent...
Wednesday 13 September 2023
Taiwan FPCB output value estimated to resume growth in 2024 after falling 12.6% in 2023
Taiwan's flexible PCB (FPCB) production value is estimated to slip 12.6% on year to US$17.2 billion in 2023, primarily due to high inventory and sluggish demand for consumer electronics,...
Wednesday 13 September 2023
Network device makers see orders from Asia Pacific strengthen
Taiwan-based network device companies have seen a substantial pickup in customer orders from the Asia Pacific region, particularly India, since the second half of 2023, according...
Wednesday 13 September 2023
Memory module houses to gain from NAND price rally
A recent supply-driven rally in NAND flash prices will allow memory module manufacturers to profit from previously accumulated low-price inventory, according to industry sources.
Friday 8 September 2023
ROM shipment pick-up drives Macronix revenue growth in August
Memory chipmaker Macronix International has reported August revenue increased 19.2% sequentially to a four-month high of NT$2.6 billion (US$81.1 million), buoyed mainly by a pick-up...
Friday 8 September 2023
Memory module houses hesitant to sell NAND flash inventory at low prices
Memory module manufacturers' reluctance to sell existing NAND flash inventories at low prices has driven up spot market prices since the end of August, according to industry source...
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Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research