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Tuesday 19 March 2024
Global top-3 memory maker status, 4Q23

Introduction

Monday 18 March 2024
SiFive projects 6x growth in 2024 revenues, optimistic over RISC-V and AI demand
US RISC-V silicon IP company SiFive remains upbeat on AI server chip demand, projecting a 6x growth for its 2024 revenue from a year ago.
Thursday 29 February 2024
2024 Industry Outlook (2): ICT industry performance reflects economic health in Taiwan
In 2023, 940 plus publicly listed electronics companies in Taiwan reported a total of US$833 billion in revenues, down 12.6% from US$953 billion in 2022. This number reflected the...
Thursday 15 February 2024
Acer reports January revenues at NT$15.23 billion, up 11.7% YoY, 7th month of consecutive YoY growth
Acer has announced its January 2024 consolidated revenues at NT$15.23 billion (US$481.66 million) with 11.7% growth year-on-year, achieving seven months of consecutive year-on-year...
Wednesday 14 February 2024
Aces lands orders for high-speed AI server cables from US CSP; to see rising 2024
Taiwan-based connector maker Aces Electronics had a slipping performance in 2023 revenues due to the IT industry's instability, issues in the external environment, and clients' keen...
Tuesday 9 January 2024
Foxconn revenues hit the second-highest record in 2023; back to usual seasonal level in 1Q24
Foxconn Electronics (Hon Hai Precision Industry) reported consolidated revenues of NT$460.12 billion (US$14.72 billion) for December 2023 with the amount for the fourth quarter hitting...
Tuesday 9 January 2024
Adata sees better-than-expected revenues in 4Q23 and 2023
Taiwan-based memory module maker Adata Technology saw its consolidated revenues rise nearly 30% sequentially to arrive at around NT$11 billion (US$352 million) in the fourth quarter...
Friday 5 January 2024
CFTC eyes revenue growth in 2024, driven mainly by auto products
With rising demand for automotive-related components and the addition of small-volume shipments of textile machinery-related products starting in 2024, the Taiwan-based high-end precision...
Friday 5 January 2024
Chicony Power sees weak revenues, but good profits in 4Q23
Despite seeing its operation affected by the traditional slow season in the fourth quarter of 2023, Chicony Power Technology still expects good profits for the quarter thanks to its...
Monday 18 December 2023
Viking Tech to form cooperation with French tier-1 supplier for auto components
Taiwan-based passive component maker Viking Tech has seen over 53% of its revenues generated by automotive-related products in recent years and is currently in talks with a France-based...
Thursday 14 December 2023
Worldwide public cloud services revenues grow 19.2% on year in 1H23, says IDC
According to new data from the IDC Worldwide Semiannual Public Cloud Services Tracker, worldwide revenue for the public cloud services market totaled US$315.5 billion in the first...
Friday 24 November 2023
Global DRAM and NAND flash industry

Introduction

Wednesday 1 November 2023
AUO 3Q23 revenues up 10.7% QoQ
AUO Corp. released its consolidated revenues in the third quarter of 2023 on October 31, which totaled NT$70.11 billion, up by 10.7% quarter-over-quarter. AUO's net loss attributable...
Wednesday 1 November 2023
TSMC expected to enjoy double-digit sequential increase in 4Q23 revenues
TSMC is expected to achieve an over 10% on-quarter revenue increase in the fourth quarter of 2023, boosted by volume production of the iPhone 15 Pro and the release of new Mac products...
Tuesday 31 October 2023
Lite-On expects 2024 sales to be driven by auto and cloud power supplies
Lite-On Technology expects weak growth in revenues in the second half of 2023, but its business will be driven by power solutions for the automotive and cloud computing sectors, according...
2024 eXtended Reality Korea
Summary of Tech Supply Chain News!
NPUs to become new AI accelerator chip option for edge devices, says DIGITIMES Research
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
DIGITIMES Insight: Nvidia's path to US$100 billion in sales