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Wednesday 11 October 2023
TSMC to maintain 2023 outlook despite stronger 3Q
Despite better-than-anticipated third-quarter revenues, TSMC is expected to reiterate its previously stated revenue and capex projections for 2023 at its upcoming investors conference,...
Monday 2 October 2023
Memory chip vendors may struggle to profit by end-2023
Despite recent price increases for memory chips, major suppliers including Samsung Electronics, SK Hynix, Micron Technology, and Kioxia may still struggle to return to profitability...
Wednesday 27 September 2023
EOI eyeing a return to profit in 1Q24
Excellence Optoelectronics (EOI), a Taiwanese manufacturer of LED vehicle lighting modules, anticipates a return to profitability in the first quarter of 2024 when its new US plant...
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.
Monday 18 September 2023
Could Arm rely on licensing customized SoC solutions beyond standard IPs as new profit booster after IPO?
With SoftBank-backed IP giant Arm launching a blockbuster IPO (initial public offering) on the US Nasdaq market on September 14 at a unit share price of US$51, its CEO Rene Haas bears...
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...
Friday 15 September 2023
TSMC Kumamoto fab may profit in 2025
The construction of TSMC's Kumamoto fab in Japan is progressing well. Profits are expected in 2025, following the start of mass production by the end of 2024, according to industry...
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 1 September 2023
GigaDevice posts both profit and revenue fall in 1H23
China-based flash memory and MCU company GigaDevice Semiconductor announced its operating performance for the first half of this year, with revenue down 40% and net profit down 80%...
Thursday 31 August 2023
SpaceX turns a profit: implications for low earth orbit satellite market
A major recent breakthrough in the low earth orbit(LEO) satellite sector has been the long-awaited resurgence of profitability for SpaceX in the first quarter of 2023, marking the...
Friday 25 August 2023
Silicon Optronics looks to BSI sensors for profit growth
CMOS image sensor (CIS) supplier Silicon Optronics (SOI) has observed that customer inventory correction have gone on longer than anticipated in 2023 and plans to place a greater...
Wednesday 23 August 2023
China's price war slightly affects Geely's gross profit margin in 1H23
China-based Geely Automobile's profitability has remained stable in the first half of 2023. While the company saw its revenue grow by more than 25% from 2022, its gross profit margin...
Monday 21 August 2023
Alchip raises revenue outlook for 2023
Taiwan-based Alchip Technologies, dedicated to supplying ASICs, has raised its revenue forecast for 2023 from US$800 million to between US$900 million and US$950 million.
Wednesday 16 August 2023
Huawei posts over 200% growth in profit in 1H23
According to Huawei's latest earnings report for the first half of 2023, the US-sanctioned telecom equipment giant reported sales of CNY310.9 billion, up 3.1% from a year ago, with...
Wednesday 16 August 2023
Quanta to see automotive deployment bear fruit in 2024
Quanta Computer's automotive business is transitioning from investment cultivation to profit harvesting, according to the Taiwan-based ODM, which expects the business to account for...
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Summary of Tech Supply Chain News!
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
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research