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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
Excellence Opto expected to improve profit significantly in 2H24
Rumors have been around in the electric vehicles market, with Tesla's Cybertruck recently facing a recall, causing a temporary slowdown in supply chain deliveries. It is anticipated...
Tuesday 7 May 2024
Growth for Radiant's telematics development: new Vietnam plant scheduled for mass production in 2025
Besides being a key supplier for Apple's IT products, leading backlight module manufacturer Radiant Opto-electronics has been actively expanding into the telematics market in recent...
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
iPhone maker Hon Hai hits a record high buoyed by AI, Apple
Hon Hai Precision Industry Co.'s shares jumped to a record high after posting its strongest monthly sales growth since the start of 2023, potentially raising expectations for iPhone...
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
TSMC sees AI contributing to more than 20% of 2028 revenue
In early 2023, ChatGPT ignited a global boom in Generative AI, driving demand for related software and hardware. Nvidia's value skyrocketed and the entire supply chain, upstream and...
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.
Friday 3 May 2024
SDC saw operating profits drop in 1Q24 due to weak iPhone sales and intensifying competition
With sluggish iPhone sales and intense competition from Chinese panel manufacturers, Samsung Display (SDC)'s operating profit in the first quarter of 2024 saw a 56% year-on-year decrease...
Friday 3 May 2024
Apple attributes sales decline to previous high base, anticipates growth in coming quarter
Apple reported a fall in sales over the past quarter due to the high base effect and a few product launches a year ago. Apple anticipates a return to growth in the current quarter...
Friday 3 May 2024
Macronix sees orders regain momentum
ROM and flash memory maker Macronix International stayed in the red in the first quarter of 2024 with net losses amounting to NT$1.08 billion (US$33.2 million). Nevertheless, the...