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NEWS TAGGED RECOVERY
Thursday 22 February 2024
MCU suppliers see inventory pressure lessen; demand recovery remains essential
Inventory concerns that previously plagued Taiwanese MCU makers have gradually subsided over the last two quarters, but industry sources say the key question now is whether demand...
Tuesday 20 February 2024
IC design house Macroblock expects recovery in 2024
Macroblock, an LED driver IC design house, is close to finishing recognizing losses from excess inventory and anticipates a business recovery in 2024.
Tuesday 20 February 2024
Memory market poised to return to growth in 2024
The memory market is expected to revive this year, with high-bandwidth memory (HBM) gaining popularity thanks to generative AI, according to industry sources.
Tuesday 20 February 2024
As 2024 forecasts remain bleak, notebook industry pins hope for 2025
After seeing less-than-stellar results in the traditional peak season in 2022, followed by an even bleaker off-peak season in 2023, the notebook supply chain is afraid of a repeat...
Monday 19 February 2024
Shin-Etsu and Sumco continue to see high wafer fab inventories
Shin-Etsu and Sumco, both major silicon wafer manufacturers in Japan, stated that customers still hold a significant amount of silicon wafer inventory, indicating it will take some...
Friday 16 February 2024
Applied Materials sees faster recovery in semiconductors, to benefit from HBM and GAA equipment
Applied Materials reported an 18% growth in its profit and expected the semiconductor industry to recover faster than the macroeconomy. The company said it will likely benefit from...
Friday 16 February 2024
MCU prices return to pre-pandemic levels
Although consumer MCU demand remains low, overall MCU prices have returned to pre-pandemic levels, according to industry sources.
Thursday 15 February 2024
Global semiconductor manufacturing industry poised for 2024 recovery
Recent research conducted by SEMI in collaboration with TechInsights indicates that the global semiconductor manufacturing industry is on the mend, with electronics and IC sales increasing...
Thursday 8 February 2024
Fate of panel industry in 2024 depends on three factors
Sports events, AI PCs, and industry production adjustments will affect the recovery momentum of the panel industry in 2024.
Thursday 8 February 2024
Arm posted strong results and guidance, indicating recovery in chip demand
Arm released upbeat financial results based on signs of recovery in the smartphone market and increasing penetration of Arm-based chips in the server market that has benefitted from...
Thursday 1 February 2024
Samsung upgrades SSD to give NAND a lift in price recovery
Samsung Electronics recently launched a new high-performance solid state disk (SSD) in a bid to stabilize the NAND Flash market.
Wednesday 31 January 2024
Tech recovery fuels Taiwan economy's fastest growth in two years
Taiwan's economy started 2023 in a technical...
Monday 29 January 2024
DDR5 enters sweet pricing point as price gap narrows with DDR4
Amid a recovery in the memory industry driven by robust demand for AI applications, upstream manufacturers are actively promoting DDR5 and high-bandwidth memory (HBM) to enhance profitability...
Monday 29 January 2024
Companies affected by Ishikawa earthquake to resume production in 1Q24, Murata may need to wait longer
It has been three weeks since the January 1 earthquake in Ishikawa. Rescue and evacuation efforts have mostly concluded, and reconstruction is now underway. Affected electronic component...
Monday 29 January 2024
SK Hynix returns to profit on GenAI boom, expects momentum from general server market in 2024
In 2023, the rapid growth of the generative AI market brought a turning point for SK Hynix's memory business. Following the AI server market taking off, the memory industry is now...