Kioxia has projected a return to profitability for fiscal 2024 (April 2024 - March 2025). However, its capex is expected to decrease by approximately 25% year-over-year in response...
Macronix International, a Taiwan-based manufacturer of mask ROM and flash memory, is strengthening its competitive product portfolio while anticipating its in-house developed 3D NOR...
Despite a surge in sales, SMIC is still facing a decline in profit due to increasing competition from other Chinese foundries. Additionally, the company remains committed to supporting...
International foundry players including TSMC, SMIC, and GlobalFoundries (GF) are expected to either maintain or increase their capital expenditure in 2025, focusing on expanding capacity...
Recent financial reports reveal decelerating revenue growth for leading cloud service providers, despite maintaining double-digit expansion. Industry perspectives are being shaped...
During the earnings call that followed the release of Amazon's financial results, senior executives acknowledged the adverse effects of foreign exchange fluctuations while expressing...
On February 6, US-based MCU and analog chip developer Microchip Technology released a fourth-quarter net sales prediction that did not meet the average estimates from analysts.
Alphabet's most recent earnings report indicates that its cloud business is beginning to show signs of slowing amidst growing competition in the AI sector. Nevertheless, the company...
Alphabet is intensifying its focus on AI by allocating more resources and integrating AI into its products. Consequently, the company has decided to increase its capex. This decision...
Samsung Electronics plans to drastically reduce capital expenditure for its wafer foundry business by more than half in 2025, as the company grapples with a lack of customer orders...
TSMC attained a record-high level of performance in 2024, and its revenue is expected to climb by around 25% in US dollars in 2025. During a media interview following the company's...
TSMC expects to post revenues of between US$25 billion and US$25.8 billion in the first quarter of 2025, representing a decrease of 5.5% from the previous quarter at the midpoint...
According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks...
The rapid growth in the training requirements for generative AI (GenAI) models has led to a surge in demand for Nvidia's latest Blackwell AI GPUs. However, as the manufacturing processes...
Foxconn's ODM direct business will experience unprecedented growth in 2024, positioning it as the leading company in Omdia's global server market analysis, driven by surging demand...
