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...
In 2023, the rapid growth of the generative AI market brought a turning point for SK Hynix's memory business. Following the AI server market taking off, the memory industry is now...
Urgent orders from China due to US export controls have become a last resort for ASML in the global semiconductor industry downturn. Now, at the beginning of 2024, ASML has confirmed...
The upcoming release of 5G and AI-capable smartphones will boost demand for Power Amplifiers (PA), benefiting industry suppliers such as Gallium Arsenide (GaAs) foundry Win Semiconductors...
Many anticipated the economic situation would only see a more noticeable recovery in the second half of 2024. However, from an end-user perspective, Apple's Vision Pro has already...
ASML reported strong books for the last quarter. The lithography equipment giant still expects uncertainties in the chip industry in 2024, and the demands from memory makers will...
The PCB industry has been on a roller coaster ride in the past three years, with 2021 and 2022 seeing a massive disruption in the supply chain caused by pandemic-related imbalances...
Texas Instruments (TI) is expected to see more significant impacts from the weak demand in the industrial and automotive markets than other IDMs, according to industry sources.
ASML Holding NV orders more than tripled last quarter from the previous three months as demand for its most sophisticated machines soared, in a sign that the semiconductor industry...
Panel manufacturers on both sides of the Taiwan Strait plan to reduce production significantly during the Lunar New Year, encouraging a price rebound. This scheme has prompted white-box...
A significant ramp-up in CoWoS production capacity at TSMC is anticipated to propel server companies' AI server sales to new heights in 2024, according to industry sources.
The global PC market ended the fourth quarter of 2023 with a 0.2% year-on-year shipment decrease, according to the latest Counterpoint Research data. This was the eighth consecutive...
Major Japan-based semiconductor equipment saw their market capitalization more than double in 2023, with other suppliers reporting nearly doubling of their market valuations, highlighting...
