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,...
Wednesday 26 July 2023
Unimicron's capex further reduced, exacerbating uncertainty in the short-term PCB supply and demand
On the 26th, Unimicron held its Q2 2023 earnings conference, chaired by senior vice president Zhong Mingfeng. He mentioned that the revenue for Q3 showed only a slight increase compared...
Thursday 20 July 2023
TSMC expects 9% revenue increase in 3Q23
TSMC expects to post revenues of between US$16.7 billion and US$17.5 billion in the third quarter of 2023, which is a 9.1% sequential increase at the midpoint. Gross margin and operating...
Monday 3 July 2023
Nan Ya PCB sees 2Q23 revenue hit 12-quarter low
IC substrate supplier Nan Ya PCB saw its revenue hit a 12-quarter low of NT$10.13 billion (US$325.4 million) in the second quarter of 2023.
Monday 12 June 2023
Team Group and Phison stay cautious with 2H23 memory demand
Despite some market observers' optimism about the recovery of the memory market in the second half of 2023, Taiwan-based memory module maker Team Group and NAND controller chip maker...
Monday 12 June 2023
Strong reliability analysis demand for advanced packaging buoys iST revenue
Integrated Service Technology (iST), a specialist in IC materials analysis, has reported a 10.2% increase in revenue year-over-year from January to May, thanks to robust reliability...
Wednesday 3 May 2023
Costly sub-3nm investments challenging TSMC, others
The high cost of manufacturing processes smaller than 3nm and related investments is posing a challenge to TSMC and its Korean and US peers, who are attempting to maintain adequate...
Thursday 27 April 2023
UMC expects flat 2Q23
Pure-play foundry United Microelectronics (UMC) expects its wafer shipments and ASPs to both register about flat sequential increases in the first quarter of 2023, with its capacity...
Tuesday 25 April 2023
SK Hynix to postpone volume production of new NAND plant in China
SK Hynix will postpone the volume production of its second NAND plant in Dalian, northeastern China, according to reports from Korean news media.
Tuesday 25 April 2023
Tesla raises capex for 2023, ushers in EV production and price war
Tesla plans to scale up its capital expenditure in 2023 to ramp up production and product launch following its CEO Elon Musk's stated intention to continue the EV price war, pitting...
Friday 21 April 2023
TSMC cuts revenue outlook for 2023
TSMC has revised its revenue outlook for this year to a low- to mid-single-digit percentage decrease from the previously projected small gain.
Wednesday 12 April 2023
TSMC likely to adjust 2023 capex plan downward
TSMC may adjust its capex target for 2023 downward, currently set at US$32-36 billion, according to industry sources.
Friday 7 April 2023
Macronix reports increased March revenue
ROM and NOR flash memory specialist Macronix International has reported revenue of NT$2.82 billion (US$92.7 million) for March 2023, up 36.5% sequentially but down 33.7% on year.
Research Report Database
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research