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Monday 20 November 2023
Global server market, 3Q 2023

Introduction

Monday 20 November 2023
Canalys: US smartphone market recovered sequentially in 3Q23
Market research firm Canalys recently published a research report showing that the US smartphone market shrank another 5% year-on-year in the third quarter of 2023, but shipments...
Thursday 16 November 2023
China smartphone market shipments dip slightly from quarter ago, but to rise to above 70 million units in 4Q23, says DIGITIMES Research
Smartphone shipments to the Chinese market amounted to a little more than 60 million units in the third quarter of 2023, showing a 2.4% decline sequentially but a 5% increase compared...
Monday 6 November 2023
Smartphone AP shipments to Chinese handset vendors rise on year in both 3Q23 and 4Q23, says DIGITIMES Research
Third-quarter 2023 shipments of smartphone application processors (AP) to Chinese handset vendors increased by 47.5% quarter-on-quarter, as inventory had dropped to healthy levels...
Wednesday 1 November 2023
Coretronic suffers blow with lower shipments across both major product lines
Due to adverse factors such as weak demand, sluggish inventory destocking, and high inflation, Coretronic projects lower shipments across both of its main product lines in the fourth...
Tuesday 31 October 2023
Mobile phone market to resume growth in 2024
Global mobile phone sales are expected to fall below 1.2 billion units in 2023, a new low in ten years, due to gloomy consumer sentiment following the pandemic, Chinese market saturation,...
Friday 27 October 2023
Global silicon wafer shipments to bounce back in 2024
SEMI predicts that global shipments of silicon wafers will decline by 14% in 2023, followed by a recovery in 2024, as demand for wafers and semiconductors recovers and inventory levels...
Thursday 26 October 2023
SK Hynix DRAM biz returns to profitability in 3Q23
The memory market is still slow. Operating losses at SK Hynix continued in the third quarter of 2023, but the quarterly loss was reduced by 37.8%. Despite this, its DRAM division...
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...
megawin
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