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Wednesday 5 June 2024
DDR5 prices have room for further 10-20% rise
Major chipmakers have already allocated production capacity for DDR5 chips in 2024, suggesting that prices are unlikely to decrease. DDR5 prices have room for another 10-20% increase...
Wednesday 5 June 2024
Memory market duality: Spot prices fall amid sluggish terminal sales, contract prices rise on AI demand
Spot market prices for memory products weakened in May due to subdued end-market demand, while contract market prices remained on an upward trend, driven by robust demand for AI and...
Friday 31 May 2024
Adata remains bullish about DRAM prices in 2H24
Despite a short-term correction in spot market prices for DRAM memory, contract prices will continue to rise in the second half of the year, according to memory module manufacturer...
Friday 31 May 2024
Yageo chairman: inventory adjustments have reached healthy level
The passive component giant Yageo held its shareholders' meeting on May 30. Founder and chairman Pierre Chen stated that current inventory adjustments have reached a healthy level...
Wednesday 29 May 2024
Automotive suppliers optimistic about 2H24 outlook as inventory correction approaches end
Car OEMs and tier-1 suppliers have adjusted their inventories since 2023, which affects most automotive suppliers' operations and deliveries. The adjustment is expected to be completed...
Wednesday 29 May 2024
Chinese memory module manufacturers unload low-cost inventories
Memory prices are rising quarter after quarter, yet consumer electronics demand remains subdued. Recently, there have been rumors that Chinese memory module manufacturers are clearing...
Friday 24 May 2024
E-paper demand recovering, upgrade in colorization hopeful
In the first half of 2024, overall demand for e-paper has shown signs of gradual recovery, especially for Electronic Shelf Labels (ESL), which have shown great potential in inventory...
Friday 24 May 2024
Taiwan PMIC and MOSFET firms cautious about market prospects
Taiwan-based power management IC and MOSFET vendors are finding it hard to assess their order visibility as customers are mixed about the market outlook for the second half of 2024,...
Thursday 23 May 2024
Adata expects another record gross margin in 2Q24
Gains from low-cost inventory will continue to boost Adata Technology's gross margin in the second quarter, which is expected to reach another record high, according to the memory...
Wednesday 22 May 2024
PSMC expects gradual recovery in 2H24
Pure-play foundry Power Semiconductor Manufacturing (PSMC) anticipates a steady rebound in its operations in the second half of 2024, with an emphasis on the demand for power management...
Tuesday 21 May 2024
Wi-Fi 7 inventories rising in anticipation of momentum in 2H24
Even though Taiwan-based IC design firms expect Wi-Fi 7 penetration rates to remain in the single digits in 2024, multiple sources in the semiconductor supply chain note that manufacturers...
Tuesday 21 May 2024
Memory module firms stockpile in anticipation of chip price rally
China- and Taiwan-based memory module houses have been actively stockpiling in anticipation of a sustained increase in chip prices, according to industry sources. The majority of...
Monday 20 May 2024
Why Samsung and SK Hynix report rising inventories amid improving memory market
Samsung Electronics and SK Hynix reported a surprising increase in semiconductor inventories in the first quarter, even as the memory market improved. The companies attributed the...
Friday 17 May 2024
Inventories likely fall soon in global semiconductor industry
Recent data indicates an uptick in semiconductor industry inventories, particularly among top chip companies capitalizing on the AI trend. While China has witnessed a rise in listed...
Thursday 16 May 2024
Chinese PMIC market to recover faster than others, says Silergy
Power Management IC (PMIC) design house Silergy is confident that the Chinese market will recover at a faster rate than other markets.