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Wednesday 31 January 2024
Samsung DRAM biz posts profit in 4Q23
Samsung Electronics has reported operating profits of KRW2.82 trillion (US$2.12 billion) on consolidated revenue of KRW67.78 trillion for the quarter ending on December 31, 2023....
Wednesday 31 January 2024
AMD expects flat sequential growth in Data Center business, eyes on AI PCs
Despite growing revenue and a surge in operating income and profit, AMD gave a disappointing flat guidance for the current quarter. The company expects the emerging AI PCs to lead...
Wednesday 31 January 2024
Macronix to see operations hit bottom in 1Q24
ROM and flash memory maker Macronix International expects its operations to hit rock bottom in the first quarter of 2024, followed by a gradual recovery later in the year.
Wednesday 31 January 2024
Backend house PTI gearing up for HBM chip production
Powertech Technology (PTI) will see its high-bandwidth memory (HBM) development project start contributing sales between the fourth quarter of 2024 and the first quarter of 2025,...
Wednesday 31 January 2024
Automotive CIS demand promising in China
Automotive applications will be the key growth driver for CMOS image sensors (CIS) in 2024, with promising demand from China, according to supply chain sources.
Tuesday 30 January 2024
Views on automotive chip demand in 2024 mixed
Forecasts on demand for auto chips are mixed among the industry's players since some believe a wave of inventory corrections for automotive chips has arrived. However, some still...
Tuesday 30 January 2024
Panel makers see higher unit prices and shipment disruptions amid Red Sea crisis
As cargo ships bound for Europe continue to take the long route around Africa to avoid potential dangers in the Red Sea, manufacturers have adjusted their strategies to account for...
Tuesday 30 January 2024
PCB demand from AI server industry to increase
With ChatGPT significantly boosting demand for AI servers, related supply chain players have seen orders for Copper Clad Laminate (CCL), PCB, and ABF substrates increase, according...
Tuesday 30 January 2024
OSAT providers optimistic and deploying for AI
OSAT providers are optimistic about business opportunities accompanying the AI boom, with many gearing up to develop new packaging technologies to support silicon photonics.
Monday 29 January 2024
Optoelectronics firm VPEC is beaming about AI phone growth prospects
The arrival of the AI smartphone era is giving GaAs (Gallium Arsenide) Epitaxial chip (Epi) manufacturers such as Taiwan's VPEC (Visual Photonics Epitaxy Co.) something to get excited...
Monday 29 January 2024
DDR5 enters sweet pricing point as price gap narrows with DDR4
Amid a recovery in the memory industry driven by robust demand for AI applications, upstream manufacturers are actively promoting DDR5 and high-bandwidth memory (HBM) to enhance profitability...
Monday 29 January 2024
How can Broadcom jump to 2nd place in global semiconductor market capitalization ranking amid GenAI boom?
Over the past year, the electronics industry faced sluggish global demand, yet major semiconductor companies globally witnessed growth in market capitalization. According to data...
Monday 29 January 2024
High-end EVs have been safe harbor for automotive suppliers as market slows
While demand for EVs has softened, drivetrain components and car interior parts suppliers said they will not stop developing new products for EVs. Many companies focus on the high-end...
Monday 29 January 2024
South Korean panel makers keen to boost foldable OLED production amid strong demand
Despite the ongoing downturn in the overall IT product market, notebooks and smartphones continue to experience robust demand, with their use of foldable panels on the rise. This...
Monday 29 January 2024
ASML rides dual-axis EUV boom as memory vendors join buying spree alongside logic chipmakers amid GenAI wave
When will memory manufacturers restart expansion plans after weathering the storm of a sluggish market and falling average selling prices (ASPs)? This question appears not hard to...