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Wednesday 31 July 2024
Microsoft reports cloud revenue growth slowdown, plans increased capex to meet AI demand
Microsoft reported a deceleration in its cloud business growth for the fourth quarter of fiscal 2024, which ended in June. Despite this, CEO Satya Nadella emphasized that generative...
Wednesday 31 July 2024
GaAs foundry Win Semi expects revenue to drop in 3Q24
Win Semiconductors (WinSemi) expects to post a single-digit sequential revenue decrease in the third quarter of 2024, due to slowing demand from China's Android smartphone market.
Wednesday 31 July 2024
IDMs underperform in 2Q24, indicating automotive IC weakness
Financial data from leading European and American integrated device manufacturers (IDMs) indicate that the automotive semiconductor market is underperforming, with weaker demand than...
Wednesday 31 July 2024
Innolux reports Q2 profit amid slowing large-size panel shipments in Q3 2024
Innolux, a leading company in the panel industry, returned to profitability in the second quarter of 2024, posting a modest profit of NT$1.2 billion. Looking ahead to the third quarter,...
Wednesday 31 July 2024
PC replacement demand is unlikely until 2025, says Realtek
In its market forecast for the third quarter of 2024, Realtek anticipates significant contributions from the network communications and automotive sectors in the second half of the...
Tuesday 30 July 2024
SK Hynix invests US$6.77 billion in Yongin Semiconductor Cluster, to prioritize DRAM production
SK Hynix has announced board approval for a KRW9.4 trillion (approximately US$6.77 billion) investment to construct its first plant and related operational facilities at the Yongin...
Tuesday 30 July 2024
Coming MediaTek, Qualcomm earnings: AI smartphone demand forecasts to watch
Mobile SoC specialists MediaTek and Qualcomm will hold their quarterly earnings conference calls on July 31 to address the business outlook and end-market demand prospects, with a...
Tuesday 30 July 2024
Amkor expects to mass produce organic interposers in early 2025
Amkor reported modest sales growth, primarily driven by surging demand for AI data centers and growth in the smartphone market. These positive factors offset declining sales in the...
Tuesday 30 July 2024
AI server boom stokes demand for high-wattage lithium BBUs
The increasing power consumption of AI servers is driving up demand for lithium backup battery units (BBUs), and the ever-higher wattages required are expected to raise the average...
Tuesday 30 July 2024
Nidec shifts focus to AI server liquid cooling amidst EV market challenges
Japan-based Nidec is pivoting its focus from Electric Vehicle (EV) drive systems to AI server liquid cooling systems as the Chinese EV market is experiencing intense price competition...
Tuesday 30 July 2024
Network device makers expect Wi-Fi 7 to take off in 2025
Broadband network companies are silently awaiting Wi-Fi 7 to take off on end-user devices, especially with AI PCs and Apple's high-end iPhone 16 models in the second half of 2024...
Tuesday 30 July 2024
Memory spot prices steady, demand disappoints
Memory prices are expected to remain stable or go up in the third quarter of 2024 for different market segments, but consumer demand will continue to be disappointing, according to...
Tuesday 30 July 2024
Infineon adopts measured approach to GaN and SiC development
Infineon Technologies is working to maintain its leadership in the power semiconductor industry by implementing measured strategies for power semiconductors and wide-bandgap (WBG)...
Monday 29 July 2024
Memory price increase to ease in 2H24, says Apacer CEO
With the memory shortage expected to resolve in the second half of 2024, price hikes for memory are also anticipated to abate, according to CEO Chang Chia-Kun of Apacer Technology,...
Monday 29 July 2024
Industry leaders gather at TCA forum to address Taiwan's sustainability dilemma in AI era
The success of COMPUTEX 2024 inspired another forum to gather industry leaders to discuss the impact of Generative AI and how Taiwan can leverage AI for industrial transformation...