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NEWS TAGGED DEMAND
Thursday 21 December 2023
Micron offers strong guidance, expecting recovery in 2024 amid surging HBM3E demand
Despite reporting a higher loss in the last quarter, Micron offered a strong revenue forecast and is optimistic about the outlook for the coming year as generative AI is driving demands...
Tuesday 19 December 2023
AI PCs to boost semiconductor demand but beware China's legacy chip flood
The semiconductor industry went through a year-long correction over the past year. With smartphone and PC inventory correction finally ending, new hopes are emerging on the horizon...
Tuesday 19 December 2023
Samsung, SK Hynix set to expand investments in equipment and production, eyeing demand upturn in 2024
Samsung Electronics and SK Hynix are bracing for a revival of the semiconductor market in 2024, with plans to expand their equipment investments and production capacities. The industry...
Tuesday 19 December 2023
Strong high-end packaging demand to buoy Winstek in 2024
Taiwan-based IC backend firms, including Winstek Semiconductor (formerly STATS ChipPAC Taiwan), are positioning themselves to take advantage of robust demand for high-end packaging...
Tuesday 19 December 2023
PC peripheral IC suppliers gearing up for replacement demand
Suppliers of power management ICs (PMIC), touchpad controllers, and high-speed transmission processors are preparing to meet the demand generated by the upcoming wave of notebook...
Monday 18 December 2023
LG Chem invests US$820 million in new US cathode material plant to meet EV demand
As the demand for electric vehicles surges, LG Chem, a subsidiary of the South Korean-based tech giant, is set to construct a new cathode material plant in the United States to mark...
Monday 18 December 2023
China struggles to acquire advanced HBMs amid surging demand despite softening US curbs
Even though the White House seems to have softened its stance on chip export curbs against China, China still struggles to acquire the most advanced HBMs amid surging demand.
Monday 18 December 2023
Taiwanese optics firms capitalize on global military demand, expanding into defense tech
From the onset of Russia's invasion of Ukraine to the eruption of the Israel–Hamas war, the continuous expansion of defense business opportunities is reshaping the landscape...
Monday 18 December 2023
South Korean equipment makers scale up for HBM demand surge
The focal point of the South Korean semiconductor industry in 2023 undoubtedly revolves around high-bandwidth memory (HBM), and it's highly expected that HBM will serve as a driver...
Friday 15 December 2023
High-end IC inspection demand remains strong
Demand for high-end IC inspection remains robust, propelled by the expansion of AI device applications, according to industry sources.
Friday 15 December 2023
Ams-Osram bullish about automotive chip demand
The automotive business is flourishing, according to Ams-Osram, thanks to the rapid development of China's electric vehicle (EV) sector.
Thursday 14 December 2023
Quartz component maker Siward upbeat about automotive demand
Quartz component supplier Siward Crystal Technology is optimistic about demand from the automotive segment, which will continue to expand as a percentage of overall company sales...
Wednesday 13 December 2023
Bright prospects for 2024 as optics suppliers see demand rise
With 2023 turning out to be a disappointing year for the economy, the optics industry in Taiwan has proven to be a dark horse: Taiwan-based optics companies have seen outstanding...
Tuesday 12 December 2023
PCB firms upbeat about AI server demand
A surge in AI server demand will help related PCB vendors recover from setbacks they encountered in 2023, according to industry sources.
Tuesday 12 December 2023
IC design houses see positive signs of PC replacement demand
IC design firms have seen positive signs of PC replacement demand, but they are unsure how significant it will be, according to industry sources in Taiwan.