Thursday 20 April 2023
TSMC sees another revenue drop in 2Q23
TSMC expects its second-quarter revenue in US dollar terms to register a sequential decline of 6.7% at the midpoint, with gross margin and operating margin estimated at 52–54%...
Thursday 20 April 2023
Lam Research offers weak guidance for June quarter, optimistic about China market despite export ban
Due to the downturn in the memory industry and the US export ban on semiconductor equipment against China, Lam Research provided weak guidance for the current quarter but expects...
Wednesday 19 April 2023
ASML 1Q23 net sales exceed guidance; US market grows in importance
ASML has published its 2023 first-quarter results on April 19.
Tuesday 11 April 2023
Novatek 1Q23 revenue beats guidance
Display driver IC (DDI) specialist Novatek Microelectronics has reported revenue increased 7.3% sequentially to NT$24.05 billion (US$789.3 million) in the first quarter of 2023, which...
Tuesday 11 April 2023
MediaTek sees 1Q23 revenue fall within guidance
IC design house MediaTek has reported revenue of NT$95.65 billion (US$3.14 billion) for the first quarter of 2023, just slightly above the low-end target of the company's guidance...
Tuesday 11 April 2023
UMC 1Q23 sales miss guidance
Both TSMC and United Microelectronics (UMC) missed first-quarter revenue targets set in January.
Monday 10 April 2023
Update: TSMC 1Q23 sales fail to meet guidance as a result of order cuts by major customers
Update: Market upservers and TSMC both attribute the company's lower-than-expected first-quarter revenue to currency exchange fluctuations. TSMC's revenue in US dollar terms actually...
Friday 7 April 2023
New US battery guidance will likely reduce tax credits for EVs
The US Treasury Department released the Critical Minerals and Battery Components Requirements last week, specifying rules about sourcing battery materials locally. Several automotive...
Wednesday 29 March 2023
Micron sees fiscal 2Q23 revenue fall within guidance, improvement in customer inventory
Micron Technology's revenue fell 53% year on year to US$3.69 billion in the fiscal second quarter that ended on March 2, 2023, coming within the company's guidance range. The memory...
Monday 13 March 2023
MediaTek to see 1Q23 revenue come within guidance
MediaTek should be able to see its first-quarter revenue meet the low-end target of the company's guidance given in early February, according to Luke Lin, senior analyst of DIGITIMES...
Thursday 9 March 2023
Are TSMC's guidance figures up to par?
At each quarterly earnings call, the Taiwan Semiconductor Manufacturing Company (TSMC), apart from informing eager anticipants the resulting financial turnouts of the previous quarter,...
Friday 17 February 2023
Shenzhen announces financial guidance to develop NEV supply chain
Municipalities in China are trying to maintain the EV momentum after the national subsidy program ended last year. Shenzhen just released its financial policies to support the development...
Thursday 16 February 2023
IC design houses positive about consumption recovery in China
IC design houses have seen their China-based clients becoming enthusiastic about the resurgence of consumption brought on by China's Labor Day holiday in May and the country's 618...
Monday 13 February 2023
TSMC, VIS post sequential revenue increases in January
TSMC and specialty IC foundry Vanguard International Semiconductor (VIS) have reported sequential increases in January revenue of 3.9% and 13.7%, respectively.
Monday 13 February 2023
Himax expects 12-17% sales drop in 1Q23
Display driver IC specialist Himax Technologies expects to post a revenue decline of 12-17% sequentially in the first quarter of 2023, with a gross margin ranging from 28% to 30%...
COMPUTEX Microsite
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research