Wednesday 6 December 2023
Quartz component maker TXC bullish on automotive and AI demand
TXC, a Taiwan-based quartz component supplier, is bullish on demand for automotive and AI device applications despite unfavorable macro conditions affecting near-term demand.
Tuesday 5 December 2023
IC design houses upbeat about demand from Chinese EV market
The expanding Chinese electric vehicle (EV) market, also the world's largest EV market, has become a target for Taiwan-based IC design houses.
Monday 4 December 2023
Taiwan-based BMC chip makers optimistic over demand growth driven by AI servers and edge computing
Seeing demand growth driven by edge computing and artificial intelligence (AI), microcontroller unit (MCU) manufacturers are making an effort to integrate AI into MCUs as well as...
Friday 1 December 2023
AEWIN anticipates robust 2024 recovery fueled by AI edge computing and rigid demand in cybersecurity
Navigating through a market shift and a slowdown in economic growth during the initial three quarters of 2023, Taiwan-based IPC ODM/OEM firm AEWIN Technologies is gearing up for a...
Friday 1 December 2023
MCU demand for home appliances picking up
Microcontroller unit (MCU) demand for home appliances has started picking up, with prices rising as well, according to MCU suppliers in China and Taiwan.
Thursday 30 November 2023
Research Insight: order backlog, China demand to drive Infineon automotive segment in FY24
While carmakers and automotive semiconductor companies hold different views on the outlook for the global car market, industry leader Infineon is optimistic about the future. According...
Thursday 30 November 2023
SuperAlloy upbeat about EV demand
SuperAlloy Industrial, an automotive wheel rim manufacturer, is bullish on forged aluminum wheel demand for mid-to-high-end electric vehicles.
Thursday 30 November 2023
IC backend houses see promising chiplet demand
Despite short-term headwinds, IC backend companies are generally positive about long-term demand for chiplet devices.
Wednesday 29 November 2023
IC distributors still seeing sluggish demand from Chinese telecom sector
According to sources at IC distributors, telecom operators in China are postponing the commencement of their bidding processes and slowing the expansion of their infrastructure build-ups...
Wednesday 29 November 2023
Nichidenbo sees recovery for 2Q24 with EVs and AI servers driving demand for capacitors
As 5G, AI, and EVs continue to drive demand for passive components, multilayer ceramic capacitor (MLCC) manufacturers see growing opportunities for high-capacity and small-sized products,...
Thursday 23 November 2023
Co-Tech expects steady growth in AI server demand
Copper foil manufacturer Co-Tech Development anticipates a consistent increase in demand for AI servers.
Monday 20 November 2023
TSMC capacity utilization may rebound to 80% in 1H24 on rising demand for advanced processes
TSMC's capacity utilization rate is estimated to pick up slowly through the end of 2023 and rebound to 80% in the first half of 2024, and its US dollar revenue performance this year...
Friday 17 November 2023
ESG and adhesives: Tex Year sees promising demand
Environmental, Social, and Governance (ESG) considerations have become a key focus for corporations. Tex Year Industries Chairperson and CEO Donald Hsiao said that the firm has been...
Wednesday 15 November 2023
The scale of China's solar energy capacity that meets global demand for the next decade?
In 2024, China is poised to achieve a total solar industry capacity of 1,000 GW, a level that can meet global demand for the next decade. Despite Europe and the US grappling with...
Wednesday 15 November 2023
With AI servers in high demand, GPU shortage may only ease up in 2Q24
The demand for AI servers is booming, but the supply of Nvidia GPUs is experiencing a severe shortage. During their respective earnings call on November 10, major server manufacturers...
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