Friday 8 December 2023
Samsung and SK Hynix planning for 2024 capex; key factors will be 'improve and reuse'
Samsung Electronics and SK Hynix are considering several capex plans for 2024, with the emphasis expected to lean toward reducing costs associated with the transition to advanced...
Tuesday 14 November 2023
How SMIC takes advantage of the semiconductor industry business downcycle for capacity expansion
The most notable point from China's leading foundry SMIC's Q3 conference recently was its counter-trend upward revision of the 2023 capital expenditure to a substantial $7.5 billion...
Friday 10 November 2023
SMIC 3Q23 operating income falls 81% but persists with ambitious capex plan
China-based SMIC reported a worsened performance across the board in its quarterly results, signaling a recovery that may come later in the semiconductor industry. SMIC's capital...
Wednesday 1 November 2023
China-based chipmaking tool suppliers experience strong growth and increased capex amid indigenization effort
Amid the US export curbs that aim to slow down the Chinese development in semiconductors, the China-based semiconductor equipment industry saw a diverging performance, with the largest...
Monday 30 October 2023
Winbond upbeat about 2024 prospects
Winbond Electronics, a specialty DRAM and flash memory maker, has expressed optimism about its business and market prospects for next year, noting the resolution of the majority of...
Thursday 26 October 2023
Server supply chain reassured by continuous capex from US cloud service providers
US cloud service giants Microsoft and Google's parent company, Alphabet, have both indicated that customers are still optimizing their cloud services. The indication also implies...
Monday 23 October 2023
Ichia to see over 70% of 2023 revenue come from automotive sector
Ichia Technologies, a provider of mechanism integration components and flexible PCBs (FPCB), anticipates that automotive product sales will account for more than 70% of its total...
Thursday 19 October 2023
TSMC sees CAPEX growth leveling off amid slow demand recovery and higher costs
The world's leading wafer foundry company TSMC announced its earnings report for Q3 of 2023. When answering analysts' questions about the progress of capital expenditure (CAPEX) and...
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...
Wednesday 11 October 2023
TSMC to maintain 2023 outlook despite stronger 3Q
Despite better-than-anticipated third-quarter revenues, TSMC is expected to reiterate its previously stated revenue and capex projections for 2023 at its upcoming investors conference,...
Wednesday 23 August 2023
Big foundries investing more in advanced packaging
Recent statements by TSMC and Intel regarding their ambitious capital expenditure plans for advanced packaging have raised the bar for incumbent competitors and new entrants alike,...
Monday 14 August 2023
Compeq expects substantial revenue growth in 3Q23
HDI PCB manufacturer Compeq Manufacturing anticipates a significant sequential growth in third-quarter revenue. The company saw its July revenue hit an eight-month high of NT$6.03...
Monday 7 August 2023
Winbond slowing output cut, to equip new plant in 4Q23
The 30–40% reduction in output at Winbond Electronics' wafer fab in Taichung (central Taiwan) has been reduced to less than 20%, and the memory chipmaker plans to begin installing...
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...
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,...
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Strategize Confidently with Insights into Samsung
Global top-5 notebook brands experience over 20% on-month shipment drop in October, says DIGITIMES Research
Global notebook shipments rise in 3Q23 but to slip in 4Q23, says DIGITIMES Research
Research Insight: order backlog, China demand to drive Infineon automotive segment in FY24