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...
Friday 11 August 2023
Chinese analog IC suppliers still feeling the pinch of TI price cuts
China's suppliers of analog chips are still feeling the impact of Texas Instruments (TI) reducing prices for its products in the Chinese market, prompting them to cut into diverse...
Wednesday 9 August 2023
Consumer DDR5 memory module prices collapse
Midrange and high-end DDR5 memory module prices for consumer electronics applications have fallen dramatically in China since 2023, with prices for 32GB DDR5 modules reaching about...
Tuesday 8 August 2023
Handsets, tablets and wearables differ starkly in sales recovery momentum
Mobile phones, tablets, and wearable devices differ significantly in their shipment performance and recovery momentum in the Taiwan market. In particular, mobile phones sales are...
Tuesday 8 August 2023
Realtek conservative about 2H23 prospects
IC design house Realtek Semiconductor is cautious about its sales prospects for the second half of this year, despite experiencing a substantial increase in revenue during the second...
Thursday 3 August 2023
CCL firm Iteq upbeat about demand for high-end car electronics
Iteq, which specializes in high-speed and high-frequency copper-clad laminates (CCL), remains optimistic about demand for high-end automotive electronics and believes its deployment...
Tuesday 1 August 2023
Global Unichip cuts 2023 revenue outlook, says report
Global Unichip, an IC design services provider partnering mainly with TSMC, has lowered its revenue growth forecast for 2023 to a single-digit percentage, according to a report by...
Wednesday 26 July 2023
Yageo expects AI server boom to bring long-term biz opportunities
Taiwan's top passive components maker Yageo has delivered a cautious sales outlook for the third quarter of the year, with terminal market demand recovery still in low gear, but the...
Friday 21 July 2023
TSMC sales poised to rebound in 2024, sources believe
A surge in AI server chip demand cannot offset the overall slump in consumer electronics demand, causing TSMC to cut its revenue growth forecast for 2023 to a 10% drop. However, market...
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 17 July 2023
Consumer electronics may continue to slack in second half of 2023; automotive and industrial control IC hold their ground
Although 2023 is entering the traditional second-half peak season, the outlook for consumer electronics products is still looking relatively bleak. Initial observation finds that...
Monday 17 July 2023
Major Taiwan semiconductor players refrain from buying wafer probers, ATE in 2H23
Taiwan's OSATs and foundry TSMC that boasts testing capacity have refrained from making the expected purchases of new wafer probers and automated testing equipment (ATE) from major...
Friday 14 July 2023
Taiwan MCU firms yet to see demand pick up
Taiwan-based MCU suppliers have yet to see an increase in end-market demand, which was not spurred by China's 618 shopping festival, according to industry sources.
Thursday 13 July 2023
Why Taiwan semiconductor firms refrain from enforcing layoffs amid market headwinds
Despite significant sales shrinkages amid lingering economic downturns and market headwinds, there have been no significant layoffs among nearly all the upstream and downstream players...
Thursday 13 July 2023
EIH turns bullish for 2H23
E-paper solution provider E Ink Holdings (EIH) has fine-tuned its outlook for the rest of 2023, becoming more optimistic than its previous conservative stance.