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Tuesday 1 August 2023
iPhone shipments grow 45% YoY in India amid ongoing premiumization
Thanks to improving inventories and the upcoming festival season, India saw a smaller fall in smartphone shipments after four consecutive quarters of decline.
Tuesday 1 August 2023
ODMs look to AI servers for profit growth
ODMs are looking to kick off AI server shipments in the second half of this year, which they believe will be a new driver of profit growth, according to sources in the server indus...
Tuesday 1 August 2023
Nvidia to embrace strong 2H23
Nvidia is gearing up for a prosperous second half of 2023, thanks to a spike in demand for its artificial intelligence processors, industry sources believe.
Monday 31 July 2023
Foldable smartphone shipments to increase significantly in 2023
Foldable smartphone shipments could reach 20 million units in 2023, a more than 50% growth over the 13 million shipped in 2022, according to industry sources. Major phone brands including...
Friday 28 July 2023
Primax sees sharp on-year decline in 2Q23 sales, but gross margin hits new record
Primax Electronics, despite enjoying a sequential increase of 9.45%, still saw its second-quarter 2023 consolidated revenues plunge 20.79% on year to NT$16.07 billion (US$507.51 million)...
Friday 28 July 2023
Flexium turns conservative with 2H23 operation
Flexible PCB specialist Flexium Interconnect, during its investor meeting on July 27, pointed out that the company will focus on maintaining its profitability in the second half and...
Friday 28 July 2023
SEMI: Worldwide silicon wafer shipments rise in 2Q23
Worldwide silicon wafer shipments increased 2.0% quarter-over-quarter to 3,331 million square inches in the second quarter of 2023, down 10.1% from the 3,704 million square inches...
Friday 28 July 2023
Champion Microelectronic optimistic about 2H23 and 2024 operation
Taiwan-based power management IC (PMIC) and power component supplier Champion Microelectronic saw its revenues from the first half of 2023 almost reach the level of whole-year 2022...
Thursday 27 July 2023
Innolux expects 7–9% increase in large-size panel ASP in 3Q23
Innolux expects large-size panel ASP to pick up 7–9% from before in the third quarter with LCD TV panel prices continuing to stabilize and increasing procurement of IT panels,...
Thursday 27 July 2023
LandMark silicon photonics shipments for AI server apps to double in 2023
Taiwan-based LandMark Optoelectronics, dedicated to supplying GaAs and InP-based epi-wafers and silicon photonics components, expects its silicon photonics revenue for the entire...
Thursday 27 July 2023
Taiwanese server ODMs anticipate AI server growth in 2024
Taiwanese server ODMs will begin shipping AI servers at the end of the third quarter and are anticipating significant growth in 2024, according to industry sources. Microsoft and...
Tuesday 25 July 2023
Apple aims to keep iPhone shipments steady despite 2023 turmoil
Apple Inc. is asking suppliers to produce about 85 million units of the iPhone 15 this year, roughly in line with the year before, according to people familiar with the matter.
Tuesday 25 July 2023
Taiwan handset shipments slip in June, but high-end earphones see increase
Handset shipments in Taiwan, after enjoying an on-month growth in May, went down in June as a result of high inflation and an extended product replacement cycle. Channel retailers...
Tuesday 18 July 2023
Fab toolmakers see orders contract
Semiconductor equipment suppliers are experiencing a decline in customer orders, which may limit their growth in the second half of this year, according to industry sources.
Tuesday 18 July 2023
Automotive DDI demand prospects improving
Automotive display driver IC (DDI) demand has been affected by the instability in the Chinese auto market and significant output cutbacks by automakers in the first half of 2023,...