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Thursday 26 October 2023
SMIC reportedly uses ASML tools for Huawei smartphone chip
A move that has sparked concerns in the US is the claim that China's Semiconductor Manufacturing International (SMIC) already used ASML equipment to build an advanced processor for...
Thursday 26 October 2023
Low Earth satellite shipments drive 80% growth in 4Q 2023 for UMT
With recent satellite launches by SpaceX and OneWeb, followed by Amazon's Project Kuiper in the fourth quarter of 2024, the low Earth orbit (LEO) satellite industry has seen rapid...
Thursday 26 October 2023
UMC expects 5% wafer shipment drop in 4Q23
Pure-play foundry United Microelectronics (UMC) anticipates a 5% sequential decline in wafer shipments in the fourth quarter of 2023, with capacity utilization falling to 60–63%...
Monday 23 October 2023
Realtek cautious about 4Q23 prospects
Realtek Semiconductor remains cautious about its sales prospects for the fourth quarter of 2023, as unfavorable macro conditions continue to weigh on end-market demand, according...
Thursday 19 October 2023
Panel component suppliers aware of demand volatility in 4Q23
LCD panel component suppliers are aware of the volatility of demand in the fourth quarter of 2023, although overall operations in the second half of this year are expected to beat...
Thursday 19 October 2023
TSMC expects 11% sequential revenue growth in 4Q23
TSMC expects to post revenues of between US$18.8 billion and US$19.6 billion in the fourth quarter of 2023, which is an 11.1% sequential increase at the midpoint. Gross margin and...
Tuesday 17 October 2023
Global smartphone shipments to decline in 2023, but grow each year from 2024-2028, says DIGITIMES Research
Global smartphone shipments will likely decline 6.6% year-on-year to 1.084 billion units in 2023, based on DIGITIMES Research's analyses of supply chain information, regional market...
Tuesday 17 October 2023
Memory module houses brace for substantial cut in NAND wafer availability
As Samsung Electronics and other chipmakers substantially reduce their NAND flash wafer output, industry sources indicate that memory module manufacturers will have to compete on...
Friday 13 October 2023
PCB shipments to grow in 2H23 and 2024
The printed circuit board (PCB) industry is facing a challenging year in 2023. A downturn in consumer electronics demand has led to consecutive months of on-year decline for many...
Thursday 12 October 2023
Global notebook shipments to enjoy 3% CAGR from 2023 to 2028, says DIGITIMES Research
Global notebook shipments are likely to expand by a compound annual growth rate (CAGR) of 3% from 2023 to 2028, according to DIGITIMES Research's latest figures from its 5-year forecast...
Thursday 12 October 2023
Nanya expects DRAM bit shipments and ASPs to rise in 4Q23
DRAM chipmaker Nanya Technology expects its bit shipments and ASPs to rise in the fourth quarter of 2023, which will result in a decrease in operating loss.
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,...
Friday 6 October 2023
Foxconn expects substantial revenue growth in 4Q23
Foxconn (Hon Hai Technology) expects substantial revenue growth compared to the prior quarter in the fourth quarter of 2023, buoyed by a seasonal pickup in shipments for major customer...
Monday 2 October 2023
Ennostar eyes rapid surge in miniLED shipments for automotive apps in 2024-2025
Taiwan's leading LED manufacturer Ennostar has reported that downstream channel inventories have been successfully cleared, but there are no immediate signs of an uptick in demand...
Monday 2 October 2023
AI server shipments herald bright future
Quanta chairman Barry Lam has been astonished by the orders placed by AI customers, and as client-side computing power sees a five to ten-fold increase every two years, hardware manufacturers...
Research Report Database
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