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NEWS TAGGED 2024
Wednesday 8 May 2024
Murata sees smartphone components recovery in 2024
MLCC manufacturer Murata Manufacturing Co., Ltd. stated that demand for components in smartphones is recovering, and there is also expected growth in demand related to automotive...
Wednesday 8 May 2024
UMC sees April revenue hit 16-month high
Pure-play foundry United Microelectronics (UMC) has reported April revenue increased 8.7% sequentially to a 16-month high of NT$19.74 billion (US$608.3 million).
Wednesday 8 May 2024
GlobalFoundries results top guidance, anticipating sluggish demands to remain in 2024
Despite decreased sales and profit, GlobalFoundries' latest financial results surpassed expectations thanks to inventory destocking. The company expects a sluggish or slower-than-expected...
Wednesday 8 May 2024
Profitability in 2H24 a concern for smartphone makers, as component costs rise by 6-9%
Although demand for smartphones, wearables, and tablets is expected to grow in the second half of 2024, Samsung Electronics has recently pointed to uncertainties that could potentially...
Wednesday 8 May 2024
BYD surges ahead in R&D, exceeding Tesla with satcom debut 'on the road'
With the rapid development of intelligent connected vehicles, cars have gradually become important mobile terminals, carrying an increasing number of interconnection needs based on...
Wednesday 8 May 2024
IC backend houses raise 2024 capex
Taiwan-based IC backend houses including ASE Technology, Chipbond Technology, ChipMOS Technologies, King Yuan Electronics (KYEC), Powertech Technology (PTI), and Sigurd Microelectronics...
Tuesday 7 May 2024
Taiwan notebooks, 1Q 2024

Introduction

Tuesday 7 May 2024
WinWay expects strong AI and HPC chip demand to drive growth in 2024
IC test interface specialist WinWay Technology is optimistic about its sales prospects for 2024, citing strong demand for AI and HPC chips.
Tuesday 7 May 2024
End of US-China trade war? Cross-strait trade and investment gradually recovering
US Intelligence Communities have successively pointed out that the geopolitical risks in the Taiwan Strait seem to be increasing with incidents such as Xiamen coast guard vessels...
Tuesday 7 May 2024
DRAM and NAND flash prices unlikely to fall over next 2 quarters, says Team Group exec
DRAM and NAND flash prices are unlikely to trend downward in the next two quarters, according to Gerry Chen, president of memory module company Team Group.
Monday 6 May 2024
Winbond stays in the red, to raise funds for improvements
Winbond Electronics, a manufacturer of specialty DRAM and flash memory, sustained operating losses throughout the first quarter of 2024, including a NT$464 million (US$14.4 million)...
Monday 6 May 2024
Nvidia GPU shortage relief: AI server supply chain see shipments accelerate
The shortage of Nvidia GPU supply is easing, allowing players in the server supply chain, such as cooling solutions provider Sunon, to ramp up shipments starting in the first quarter...
Monday 6 May 2024
Military PA provider Transcom sees drones and electromagnetic warfare as growth drivers
Transcom, a Power Amplifier (PA) manufacturer primarily focused on the defense industry, has seen steady growth in its overall operations, benefiting from defense contracts and increasing...
Monday 6 May 2024
AMD optimistic about AI-related performance; gaming business unlikely to improve in short term
In the first quarter of 2024, AMD's data center and client revenue experienced year-on-year growth rates of over 80%. The company is optimistic that AI will fuel these two businesses...
Monday 6 May 2024
Silicon Motion raises sales guidance for 2024
Silicon Motion Technology, a NAND flash device controller specialist, has boosted its revenue forecast for this year after reporting a stronger-than-expected first quarter.